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Financial Client Service Associate Jobs in Massachusetts

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year ... Exposure to investment management, wealth management, or related financial services environments is ...

Waverly Advisors, LLC

Client Service Associate

Boston, MA · On-site

$60K - $65K/yr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Waverly Advisors LLC

Client Service Associate

Boston, MA · On-site

$60K - $65K/yr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

Waverly Advisors, LLC

Client Service Associate

Boston, MA · On-site

$60K - $65K/yr

We go far beyond just managing our clients' investments, offering truly in-depth financial planning ... The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ...

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Financial Client Service Associate information

See Massachusetts salary details

$15

$34

$74

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Massachusetts is $34.91, according to ZipRecruiter salary data. Most workers in this role earn between $22.60 and $37.55 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities in Massachusetts are hiring for Financial Client Service Associate jobs?

Cities in Massachusetts with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Massachusetts as of August 2026, with employment types broken down into 100% Full Time. Highlights an 70% In-person, 20% Hybrid, and 10% Remote job distribution, with an average salary of $72,606 per year, or $34.9 per hour.

Client Service Associate

Boston, MA • On-site

Atlantic Group
See more jobs at Atlantic Groupexternal

$65K/yr

Other

Re-posted 9 hours ago

Job description

  • Location: Boston, MA, Massachusetts
  • Type: Perm (Contingency)
  • Job #49538
  • Salary: $65,000
Job Overview - Client Service Associate
Compensation: $65,000 - $80,000/year + bonus
Location: Boston, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Client Service Associate in Boston, MA for our client, supporting client account management, investment operations, portfolio reporting, and client service initiatives within an institutional investment environment. This opportunity offers broad exposure to alternative investments, portfolio operations, client servicing, and investment execution while working closely with investment professionals and senior client service team members. The ideal candidate will bring strong analytical skills, attention to detail, and a commitment to delivering exceptional client support.
Responsibilities as the Client Service Associate:
  • Client Support: Assist with client account administration, respond to client-related requests, and support the delivery of a high-quality client experience.
  • Investment Execution: Prepare and review investment documentation, subscription and redemption materials, wire instructions, and related transaction records.
  • Portfolio Reporting: Support the preparation and review of client reports, performance statements, presentations, and account documentation.
  • Account Management: Maintain client records, update CRM systems, support AML/KYC documentation, and coordinate with custodians and third-party service providers.
  • Operations Coordination: Monitor client cash activity, assist with capital calls and funding obligations, and ensure investment transactions are accurately tracked and recorded.
  • Process Improvement: Support operational enhancements, reporting efficiencies, and ongoing initiatives designed to improve client service and operational effectiveness.
Qualifications for the Client Service Associate:
  • Education: Bachelor's degree is required.
  • Experience: 2-4 years of experience in client service, investment operations, fund operations, financial services, or a related field is required.
  • Industry Knowledge: Exposure to investment management, wealth management, or related financial services environments is required.
  • Technical Skills: Proficiency with Microsoft Excel, PowerPoint, Outlook, and CRM systems is required.
  • Skills & Attributes: Strong analytical, organizational, communication, and problem-solving skills with exceptional attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
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