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Financial Client Service Associate Jobs in Nantucket, MA

Morgan Stanley

Client Service Associate

Hyannis, MA · On-site

$15.25 - $21.25/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Hyannis, MA · On-site

$15.25 - $21.25/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Hyannis, MA · On-site

$15.25 - $21.25/hr

Registered Client Service Associates provide exceptional service to our clients and ... Knowledge of financial services products, including but not limited to equities, bonds, options ...

Mutual Bancorp

Client Care Specialist I

Hyannis, MA

$18 - $23.75/hr

... financial transactions. * Documents all interactions with clients in CRM database by entering or ... Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: * 6 months client service ...

Cape Cod Five

Client Care Specialist I

Hyannis, MA · On-site

$21.63 - $23.69/hr

... financial transactions. * Documents all interactions with clients in CRM database by entering or ... Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: * 6 months client service ...

Mutual Bancorp

Client Care Specialist I

Hyannis, MA

$18 - $23.75/hr

... financial transactions. * Documents all interactions with clients in CRM database by entering or ... Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: * 6 months client service ...

Mutual Bancorp

Client Care Specialist I

Hyannis, MA · On-site

$18 - $23.75/hr

... financial transactions. * Documents all interactions with clients in CRM database by entering or ... Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: * 6 months client service ...

Mutual Bancorp

Client Care Specialist I

Hyannis, MA · On-site

$18 - $23.75/hr

... financial transactions. * Documents all interactions with clients in CRM database by entering or ... Associate's Degree strongly preferred KNOWLEDGE, SKILLS & ABILITIES: * 6 months client service ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Nantucket, MA

Financial Client Service Associate information

See Nantucket, MA salary details

$17

$39

$83

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 Nantucket, MA is $39.33, according to ZipRecruiter salary data. Most workers in this role earn between $25.43 and $42.31 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.
Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Nantucket, MA as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 17% Part Time, and 9% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $81,804 per year, or $39.3 per hour.

Client Service Associate

Hyannis, MA

Jewish Family Service of Colorado
Non-Profits • 51 - 200 employees
Learn more about Jewish Family Service of Coloradoexternal

$15.25 - $21.25/hr

Full-time

Re-posted 24 days ago

Job description

POSITION SUMMARY:

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular interactions with clients, individuals in this role build trusted relationships.Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA/team
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
  • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
  • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of theFA/PWA/team
  • Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
  • Assist FAs / PWAs/ teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures, and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT

  • Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency
  • College degree preferred
  • ActiveSeries 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred

Knowledge/Skills

  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multitask
  • Goal oriented, self-motivated and results driven

Reports To:

  • Business Service Officer

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $16.25 and $43.27 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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