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Financial Client Service Associate Jobs in Pelham, NH

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 ...

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

The Associate will implement client service strategies, foster client relationships, ensure ... We do not make unsolicited job offers, and we will never ask for personal or financial information ...

Pathstone

Client Service Associate

Boston, MA · On-site

$70K - $85K/yr

The Associate will implement client service strategies, foster client relationships, ensure ... We do not make unsolicited job offers, and we will never ask for personal or financial information ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$40.87/hr

Registered Client Service Associates help shape the future of service by modernizing the client ... Prepare financial plans, client reports, and other materials for client meetings * Review and take ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/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

PWM Client Service Associate

Boston, MA · On-site

$15/hr

Registered Client Service Associates help shape the future of service by modernizing the client ... Prepare financial plans, client reports, and other materials for client meetings * Review and take ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/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

Middleton, MA · On-site

$40.87/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 ...

Guidepoint

Client Service Associate

Boston, MA · On-site

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

Guidepoint

Client Service Associate

Boston, MA · Hybrid

$70K/yr

As an Associate on the Client Service team, you will play a central role in delivering that experience. You will learn how to assess client needs, identify the types of experts best suited to address ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our ... We currently have an opportunity for a Client Services Associate to join our Commercial Lines team ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our ... We currently have an opportunity for a Client Services Associate to join our Commercial Lines team ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Pelham, NH

Financial Client Service Associate information

See Pelham, NH salary details

$14

$33

$70

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

As of Aug 25, 2026, the average hourly pay for financial client service associate in Pelham, NH is $33.23, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $35.72 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 near Pelham, NH are hiring for Financial Client Service Associate jobs?

Cities near Pelham, NH 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 Pelham, NH as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $69,124 per year, or $33.2 per hour.

Client Service Associate

Boston, MA • On-site

Waverly Advisors, LLC
Finance and Insurance • 51 - 200 employees
Learn more about Waverly Advisors, LLCexternal

$60K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add an experienced Client Service Associate to the team in our Boston, MA office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
Responsibilities:
  • Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.
  • Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.
  • Responds to all internal and external client requests in a timely manner.
  • Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.
  • Assists in all meeting preparation including binding and preparing presentation materials.
  • Coordinates with Private Fund team on any alternative investment subscriptions and redemptions.
  • Works directly with a variety of financial custodians (Schwab and Fidelity) to establish, maintain and update all new and existing client accounts.
  • Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
  • Tracks information sent to financial custodians for verification of receipt and completed work.
  • Assists with tracking client money movement requests and communicating that information to Advisors.
  • Notifies Wealth Advisors if trades are needed related to client money movement requests.
  • Processes Required Minimum Distributions (RMD's) for clients on an annual basis.
  • Follows Waverly compliance policies and procedures related to client requests and other matters.
  • Administrative duties as needed.

Qualifications and Experience:
  • Bachelor's degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.
  • Experience with Schwab, Fidelity, and Pershing preferred.
  • Familiarity with portfolio accounting systems and client relationship management software is preferred.
  • Proficiency in Microsoft Office.

Competencies and Skills:
  • Proactive, team player who values building positive relationships with clients and colleagues.
  • Detail-oriented self-starter.
  • Highly organized.
  • Strong verbal and written communication skills.
  • Can-do attitude where no task is too big or small.
  • Ability to juggle demands of multiple people and deadlines.
  • Positive attitude with a willingness to learn.

Travel:
  • Minimal travel is required.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Compensation:
For this role, we have an approximate salary range of $60k-65k but plan to commensurate with experience.
Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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