About the job Client Services Associate / Travel Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our ...
About the job Client Services Associate / Travel Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our ...
Client Services Associate
Boston, MA · On-site
$20.44 - $30/hr
We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our ... Client Services Associate We currently have an opportunity for a Client Services Associate to join ...
Client Services Associate
Boston, MA · On-site
$20.44 - $30/hr
We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our ... Client Services Associate We currently have an opportunity for a Client Services Associate to join ...
Client Services Associate
Wilmington, MA · On-site
$20.44 - $30/hr
Client Services Associate At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone ...
Client Services Associate
Wilmington, MA · On-site
$20.44 - $30/hr
Client Services Associate At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone ...
Client Services Associate
Wilmington, MA · On-site
$20.44 - $30/hr
Client Services Associate We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule. Specific ...
Client Services Associate
Wilmington, MA · On-site
$20.44 - $30/hr
Client Services Associate We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule. Specific ...
Client Services Associate
Boston, MA · On-site
$20.44 - $30/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 an Client Services Associate to join our Employee Benefit s ...
Client Services Associate
Boston, MA · On-site
$20.44 - $30/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 an Client Services Associate to join our Employee Benefit s ...
Client Services Associate
Norwell, MA · On-site
$20.44 - $30/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 Employee Benefits team ...
Client Services Associate
Norwell, MA · On-site
$20.44 - $30/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 Employee Benefits team ...
Client Services Associate
Boston, MA · Hybrid
$20.44 - $30/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 an Client Services Associate to join our Employee Benefit s ...
Client Services Associate
Boston, MA · Hybrid
$20.44 - $30/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 an Client Services Associate to join our Employee Benefit s ...
Client Services Associate
Norwell, MA · On-site
$20.44 - $30/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 Employee Benefits team ...
Client Services Associate
Norwell, MA · On-site
$20.44 - $30/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 Employee Benefits team ...
Client Services Associate
Norwell, MA · Hybrid
$20.44 - $30/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 Employee Benefits team ...
Client Services Associate
Norwell, MA · Hybrid
$20.44 - $30/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 Employee Benefits team ...
Client Services Associate
Boston, MA · On-site
$20.44 - $30/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 an Client Services Associate to join our Employee Benefit s ...
Client Services Associate
Boston, MA · On-site
$20.44 - $30/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 an Client Services Associate to join our Employee Benefit s ...
Client Services Associate
Boston, MA · Hybrid
$42K - $53K/yr
The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...
Client Services Associate
Boston, MA · Hybrid
$42K - $53K/yr
The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...
Client Services Associate II
Chelmsford, MA · On-site
$27.50 - $33/hr
Description The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment productswhile consistently meeting a high level of service ...
Client Services Associate II
Chelmsford, MA · On-site
$27.50 - $33/hr
Description The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment productswhile consistently meeting a high level of service ...
Client Services Associate
Boston, MA · On-site
$42K - $53K/yr
The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...
Client Services Associate
Boston, MA · On-site
$42K - $53K/yr
The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and ...
Client Services Associate II
Chelmsford, MA · On-site
$27.50 - $33/hr
Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of ...
Client Services Associate II
Chelmsford, MA · On-site
$27.50 - $33/hr
Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of ...
Client Services Associate II
Chelmsford, MA · On-site
$27.50 - $33/hr
Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of ...
Client Services Associate II
Chelmsford, MA · On-site
$27.50 - $33/hr
Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of ...
Client Services Associate II
$27.50 - $33/hr
Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of ...
Client Services Associate II
$27.50 - $33/hr
Description The Client Services Associate II supports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Registered Client Service Associates help shape the future of service by modernizing the client ... Knowledge of financial services products, including but not limited to equities, bonds, options ...
Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national ... Coordinate with the Financial Analysts when advanced analytics are needed. Ideal Candidate will ...
Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national ... Coordinate with the Financial Analysts when advanced analytics are needed. Ideal Candidate will ...
Financial Client Services Associate information
See Boston, MA salary details
$15.15 - $20.47
13% of jobs
$22.65 is the 25th percentile. Wages below this are outliers.
$20.47 - $25.78
30% of jobs
The median wage is $27.40 / hr.
$25.78 - $31.10
24% of jobs
$34.17 is the 75th percentile. Wages above this are outliers.
$31.10 - $36.42
14% of jobs
$36.42 - $41.74
4% of jobs
$41.74 - $47.06
3% of jobs
$47.06 - $52.37
2% of jobs
$52.37 - $57.69
3% of jobs
$57.69 - $63.01
2% of jobs
$63.01 - $68.33
2% of jobs
$68.33 - $73.65
2% of jobs
$15
$34
$73
How much do financial client services associate jobs pay per hour?
As of Aug 25, 2026, the average hourly pay for financial client services associate in Boston, MA is $34.72, according to ZipRecruiter salary data. Most workers in this role earn between $22.45 and $37.36 per hour, depending on experience, location, and employer.
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?
| Aspect | Financial Client Services Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferred | Requires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher |
| Work Environment | Banking or financial services firms; client support and administrative roles | Independent or firm-based; client consultation and investment planning |
| Employer & Industry Usage | Common in banks, brokerages, and financial institutions | Used 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 Boston, MA?
For Financial Client Services Associate jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Boston, MA look for?
The top searched job categories for Financial Client Services Associate jobs in Boston, MA are:
What cities near Boston, MA are hiring for Financial Client Services Associate jobs?
Cities near Boston, MA with the most Financial Client Services Associate job openings:
Client Services Associate / Travel
Salem, MA • On-site
HB Travels
Other
Re-posted yesterday
Job description
About the job Client Services Associate / Travel
Are you passionate about travel and committed to delivering outstanding client service? We are seeking Client Services Associates / Travel to join our growing team. This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a rewarding career in the travel industry with complete flexibility.
Key Responsibilities
- Provide personalized travel support and recommendations tailored to client needs
- Design customized vacation packages, including resorts, cruises, excursions, and tours
- Manage the end-to-end booking process to ensure seamless travel experiences
- Maintain strong client relationships through proactive communication and follow-up
- Stay current with travel industry trends, destinations, and emerging opportunities
- Genuine passion for travel and customer service excellence
- Strong communication, organizational, and problem-solving skills
- Ability to work independently in a remote environment
- Prior experience in customer service or travel (a plus, but not required)
- Must be 18+ with reliable internet and a dedicated workspace
- Flexible scheduling with complete work-life balance
- Comprehensive training and onboarding ,no prior experience required
- Ongoing mentorship and professional development
- Unlimited earning potential with commission-based income
- Exclusive travel perks, discounts, and benefits
- Opportunity to obtain IATA accreditation for qualified participants
If you are seeking a professional, flexible, and growth-oriented role where you can combine your love for travel with exceptional client service, this may be the perfect fit.
Apply today to explore a career as a Client Services Associate / Travel.