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Entry Level Client Relations Associate Jobs in Middletown, CT

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 ...

Be Seen First

Meet directly with customers and represent client products and services * Build positive customer ... Hands-on experience in sales, customer relations, and business development * Competitive ...

Be Seen First

Meet directly with customers and represent client products and services * Build positive customer ... Hands-on experience in sales, customer relations, and business development * Competitive ...

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Showing results 1-20

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 Jun 15, 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 job makes $10,000 a month without a degree?

An Entry Level Client Relations Associate typically does not earn $10,000 a month without significant experience or advanced skills. High earnings in client relations roles usually require proven success, strong communication skills, and sometimes additional certifications or training. Most entry-level positions offer lower starting salaries, with higher pay achievable through performance and career advancement.

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.

Is client associate entry-level?

A client associate position is typically considered entry-level, suitable for candidates with little to no prior experience in client relations or customer service. These roles often require strong communication skills and may provide on-the-job training, making them accessible to recent graduates or those starting their careers.

How to get an entry-level PR job?

To get an entry-level client relations associate position, candidates should develop strong communication and interpersonal skills, gain experience through internships or relevant coursework, and tailor their resume to highlight customer service and relationship management abilities. Familiarity with CRM tools and a professional online presence can also improve chances of securing the role.

Is CSR a good entry-level position?

A Customer Service Representative (CSR) role is often considered a good entry-level position because it develops communication, problem-solving, and interpersonal skills. It typically requires basic computer skills and offers opportunities for advancement into supervisory or specialized roles.

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 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 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:
Infographic showing various Entry Level Client Relations Associate job openings in Middletown, CT as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $47,679 per year, or $22.9 per hour.

Client Relations Representative - Avon

Retirement Income Source SFG

Avon, CT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago


Job description

Description:

POSITION: Client Relations Representative

Location: Avon, CT

Travel Requirement: Litchfield office + seminar events

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 Avon and Litchfield Markets. 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 a 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 a 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

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.


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.