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Entry Level Client Relations Associate Jobs in Middletown, CT

Infinity Group LLC

Site Intelligence Lead

Hartford, CT · On-site

Summary The Client Relations Associate - Site Survey is a critical field-based role responsible for setting up Infinity Group's projects for success from the outset. By visiting prospective sites and ...

Infinity Group

Site Intelligence Lead

Hartford, CT · On-site

Summary The Client Relations Associate - Site Survey is a critical field-based role responsible for setting up InfinityGroup's projects for success from the outset. By visiting prospective sites and ...

InsuraTec

Sales Representative (Remote)

Wallingford, CT · Remote

Client Relations : Develop and sustain strong client relationships, delivering customized solutions ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsClient Relations Associate JobsEntry Level Client Relations Associate JobsEntry Level Client Relations Associate Jobs in Middletown, CT

Entry Level Client Relations Associate information

See Middletown, CT salary details

$25.3K

$47.7K

$67.8K

How much do entry level client relations associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for entry level client relations associate in Middletown, CT is $47,679.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $50,600.00 per year, depending on experience, location, and employer.

What is an entry level client relations associate?

An Entry Level Client Relations Associate is a professional who acts as a liaison between a company and its clients, ensuring customer satisfaction and addressing client needs or concerns. They typically handle client inquiries, provide information about products or services, and support senior account managers in maintaining strong client relationships. This role often serves as a starting point for a career in client services or account management, offering valuable experience in communication, problem-solving, and customer service. Entry level associates may also assist in preparing reports, scheduling meetings, and following up on client feedback.

What are the key skills and qualifications needed to thrive as an entry level client relations associate, and why are they important?

To thrive as an Entry Level Client Relations Associate, you need strong interpersonal skills, basic understanding of customer service principles, and at least a high school diploma or equivalent. Familiarity with CRM software, email platforms, and office productivity tools is typically expected. Excellent communication, active listening, and adaptability are standout soft skills for building client trust and resolving concerns effectively. These abilities are vital for fostering positive client experiences, maintaining client loyalty, and supporting overall business growth.

What are some common challenges faced by entry level client relations associates, and how can they be overcome?

Entry Level Client Relations Associates often encounter challenges such as managing multiple client requests simultaneously, understanding diverse client needs, and adapting to fast-paced changes within the organization. Effective time management, active listening, and clear communication are essential skills to address these challenges. Building strong relationships with team members and seeking feedback from supervisors can also help new associates navigate their responsibilities more confidently and grow within the role.

What is the difference between Entry Level Client Relations Associate vs Customer Service Representative?

AspectEntry Level Client Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer a bachelor's degreeHigh school diploma or equivalent; certifications are optional
Work EnvironmentOffice setting, client meetings, account managementCall centers, retail, or office environments, handling customer inquiries
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality, various service industries

While both roles involve interacting with clients and customers, the Entry Level Client Relations Associate typically focuses on managing client accounts and building relationships in a professional setting, often within corporate industries. In contrast, Customer Service Representatives primarily handle customer inquiries and support in more transactional environments. Understanding these differences can help job seekers target the right roles based on their skills and career goals.

What cities near Middletown, CT are hiring for Entry Level Client Relations Associate jobs?

Cities near Middletown, CT with the most Entry Level Client Relations Associate job openings:

Entry Level Client Relations Associate jobs near you
Infographic showing various Entry Level Client Relations Associate job openings in Middletown, CT as of September 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 96% In-person, and 4% Remote job distribution, with an average salary of $47,679 per year, or $22.9 per hour.

Client Relations Representative - Westbrook, CT

Westbrook, CT • On-site

Retirement Income Source SFG
See more jobs at Retirement Income Source SFGexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Description

POSITION: Client Relations Representative  

Location: Westbrook, CT

Schedule: M-F from 8:30 - 5:00pm (onsite + local travel) 

FLSA Classification: Non-Exempt


Who We Are

At Retirement Income Source | SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.


We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you're enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.


Position Summary

This is a sales development and client relationship role, not a passive administrative position as the Advisor's territory grows into expanding markets.


The Client Relations Representative (CRR) is responsible for:

  • Driving appointment generation from warm and event-based leads
  • Executing and supporting 8-10 marketing events per quarter
  • Initiating new client onboarding paperwork with precision
  • Owning outreach metrics and performance goals

You will work directly alongside the Advisor to expand market presence across Londonderry, NH, and Leominster, MA. This role includes local travel between offices and event venues (mileage reimbursed). Success in this position directly impacts revenue growth.


Key Responsibilities

Sales Development & Appointment Setting

  • Execute outbound follow-up on workshop attendees, seminar leads, and internal marketing lists
  • Secure a minimum of 6+ first-time kept advisor appointments per week
  • Reactivate dormant leads and no-shows
  • Maintain persistent follow-up cadence until leads are booked, declined, or disqualified
  • Track and report KPIs including: Outreach volume, Appointments set, Show rate, Conversion rate
  • Log all activity in CRM (Redtail) same day
  • Maintain high-energy phone presence with strong closing capability

Approximately 70% of this role is phone-based sales activity.


Marketing & Event Execution (8-10 Per Quarter)

In partnership with the Advisor and Marketing team:

  • Scout and recommend venues
  • Coordinate contracts and approvals
  • Manage RSVPs and confirmations
  • Oversee check-in and event-day logistics
  • Conduct same-day or next-day follow-up to maximize appointment conversion
  • Collaborate on additional initiatives (e.g., lunch & learns)

This role requires comfort engaging prospects face-to-face at public events.


Client Service & Onboarding Support

Initiate new client onboarding paperwork

Accurately prepare applications, transfer forms, and client profile documentation

Submit complete documentation to the New Business team (Westbrook office)

Ensure compliance and accuracy in all paperwork (this role submits - does not manage follow-up processing)

Coordinate Advisor calendars for efficiency

Maintain professional office and reception presence

Requirements

Must-Have Qualifications

Background and Experience:

  • Minimum 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results.
  • Associate's or Bachelor's degree in Business, Finance, or a related field preferred, but not required
  • Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
  • Exceptional attention to detail, with strong organizational and time management abilities
  • Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

  • CRM experience and proficiency in Microsoft Office Suite.
Physical & Work Environment Requirements
  • Office-based role with travel to events and satellite offices, occasional evening or Saturday coverage (mileage reimbursement provided)
  • Ability to work at a desk for extended periods and lift up to 10 pounds.
Benefits

We're proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

  • 100% employer-covered medical benefits and an HRA account
  • Dental & vision plans
  • Short and long-term disability insurance
  • PTO + 10 NYSE company holidays per year
  • 401K with company match program
  • Free onsite parking
  • Company-provided laptop and required technology


Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.

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