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Financial Client Services Associate Jobs in Massachusetts

AEG

Member Services Associate

Newton, MA · On-site

$25/hr

Position Overview The Member Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management, product knowledge, and program ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Wealth Associate Location ... We are seeking a client-focused financial services professional who excels in delivering ...

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

Client Service Wealth Associate Location(s): Boston - 175 Federal St., Boston, MA 02110 Role Type ... We are seeking a client-focused financial services professional who excels in delivering ...

Morgan Stanley

Wealth Management Associate

Worcester, MA · On-site

$68 - $120/hr

... Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior ... Ensure all client service functions are performed timely, assigning work to team members on a daily ...

Guidepoint

Client Service Healthcare 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 ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Massachusetts?

For Financial Client Services Associate jobs in Massachusetts, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Massachusetts look for?

The top searched job categories for Financial Client Services Associate jobs in Massachusetts are:

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

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

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Massachusetts as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Member Services Associate

AEG

Newton, MA • On-site

$25/hr

Full-time

Medical, Retirement, PTO

Re-posted 21 days ago

Job description

Who We Are
Court 16's mission is to offer a unique and holistic tennis experience to kids and adults of all physical abilities and social and geographical backgrounds in a safe environment curated specifically for them. With custom-designed courts, world-class instruction, and an unwavering commitment to inclusion, Court 16 offers a tennis experience unlike any other. At our core is Court 16's dedication to fostering the values of sportsmanship, discipline, and inclusion conveyed through well-rounded activities and a culture embedded in fair play.
We're excited to be opening a brand new location in Newton, MA, just outside Boston & Allston, MA and are actively hiring passionate Member Services Associates to help us build our community from the ground up.
Why Join Court 16?
At Court 16, we're redefining what it means to deliver exceptional service in a sports environment. As a Member Services Associate, you'll play a key role in creating a welcoming, inclusive, and professional experience for every family, player, and guest who walks through our doors.
We are a fun, customer-centric, and mission-driven team that values attention to detail, clear communication, and a collaborative work ethic. If you're passionate about hospitality, thrive in fast-paced environments, and want to contribute to a growing community, you'll find your place here.
Position Overview
The Member Services Associate is a key part of successful club operations including client services, facility upkeep, sales, inventory management, product knowledge, and program facilitation. They provide support to the management and coaching teams, as the team works together to provide each guest with a valuable experience.
This is a great position for someone looking to utilize their administrative and customer service experience while growing their skills in marketing, the sports industry, operations management, sales, and business development. We aim to help professionals grow personally and thrive in various positions at Court 16 and beyond. All Court 16 team members are entrusted with exciting responsibilities, and we strive to create a positive and inclusive work environment where all passionate individuals can succeed.
Key Responsibilities
Customer Service
  • Deliver an exceptional client experience through professionalism, consistency, and attention to detail.
  • Serve as the primary point of contact for all client inquiries, registrations, and daily check-ins.
  • Welcome clients with warmth and efficiency, ensuring smooth transitions into programs.
  • Maintain a clean, organized, and inviting facility-including opening/closing procedures and court setups.
  • Accurately manage client records for attendance, payments, and required documentation.
  • Collaborate with staff to support events, camps, and consistent program delivery.

Sales & Program Growth
  • Engage with current and prospective clients to promote programs and membership options.
  • Recommend packages, private sessions, or upgrades based on client interests and goals.
  • Assist in achieving monthly sales and retention goals through follow-ups and lead conversion.
  • Contribute to marketing efforts, community events, and brand visibility initiatives throughout the Greater Boston area.
  • Support scheduling, inventory, and operational planning to maximize program efficiency.

What We're Looking For
  • Experience working in guest/customer service and adapting communication styles accordingly.
  • Strong organizational and prioritization skills, with extreme attention to detail.
  • Consistently responsive and able to use creative thinking and resourcefulness in new or ambiguous situations.
  • Proficiency with computer and technology systems; familiarity with Google Suite, MindBody, and HubSpot is a plus.
  • Ability to maintain confidentiality and use appropriate discretion.
  • Interest in learning new skills and taking on new responsibilities when appropriate.

What You'll Get
  • $25.00/hour (exact compensation may vary based on skills, experience, and qualifications)
  • Be part of launching our brand new location in Newton, Massachusetts.
  • Benefits & Perks (In a Nutshell):
    • Comprehensive benefits including health insurance support, retirement with employer match, and paid time off.
    • Quarterly wellness stipends and employee perks like program discounts, retail commissions, referral bonuses, and shift coverage incentives.
    • Weekly snacks, fruit, coffee/tea, monthly team meals, and annual celebrations.
    • Access to our state-of-the-art tennis and pickleball facility.
    • A mission-driven workplace focused on excellence, inclusion, and professional growth.
    • Significant opportunities to expand your role and advance within the company.

Let's Build Something Great Together
At Court 16, we're more than just a tennis and pickleball club. We're building a community centered around connection, inclusivity, and exceptional experiences. As a Member Services Associate, you'll be at the heart of that mission, helping create a space where every member feels welcome and supported.
If you're passionate about hospitality, enjoy working in a dynamic environment, and want to be part of a growing team, we encourage you to apply.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
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About AEG

Sourced by ZipRecruiter

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Saint Louis, MO, US

Year founded

1992

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