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Financial Client Services Associate Jobs in Worcester, MA

Allworth Financial

Service Associate

Waltham, MA

$60K - $65K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative ... a client-facing administrative role within the financial services or related industry * BS/BA ...

Boston College

Student Services Associate

Newton, MA · On-site

$24.78 - $30.96/hr

Student Services Associate Reporting to the Assistant Director, Student Support Services, the ... financial aid, and billing, to auxiliary services including parking and ID cards. Whether requests ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

... a client-facing administrative role within the financial services or related industry * BS/BA ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

... a client-facing administrative role within the financial services or related industry * BS/BA ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

3/25/2026

Client Services Coord

Acton, MA · On-site

$48K - $52K/yr

Qualifications: * 4-year college degree or Associate degree. * 1-2 years of experience in a ... Previous client service, sales, and/or administrative experience within a professional setting ...

PGA TOUR Superstore

Club Services Associate

Natick, MA · On-site

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

PGA TOUR Superstore

Club Services Associate

Natick, MA · On-site

Position Summary Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end ...

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Financial Client Services Associate information

See Worcester, MA salary details

$13

$31

$67

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

As of Aug 14, 2026, the average hourly pay for financial client services associate in Worcester, MA is $31.89, according to ZipRecruiter salary data. Most workers in this role earn between $20.62 and $34.28 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.

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.

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 job categories do people searching Financial Client Services Associate jobs in Worcester, MA look for?

The top searched job categories for Financial Client Services Associate jobs in Worcester, MA are:

What cities near Worcester, MA are hiring for Financial Client Services Associate jobs?

Cities near Worcester, MA with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you

Work From Home - Client Services Associate

Global Elite Empire Consultants

Woonsocket, RI • Hybrid

Full-time

Posted 24 days ago

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

Perks Include:
1. Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your lifestyle, ensuring you have time for what matters most to you.
2. Supportive Environment: Join a nurturing community that values work-life harmony and provides the support and flexibility you need to thrive in your career.
3. Mentorship & Growth: Access mentorship opportunities from experienced leaders who are dedicated to helping you succeed, empowering you to grow and excel in your role.

Qualifications:
Dedication to delivering exceptional customer service experiences.
Strong communication and interpersonal skills.
Ability to lead and inspire teams to achieve outstanding results.
Desire to pursue professional growth and development while maintaining a healthy work-life balance.

If you're ready to embark on a fulfilling career path that offers flexibility, growth, and support, apply now! Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.

Don't miss out on this chance to prioritize both your personal and professional aspirations. Apply today and take the next step towards a rewarding career!

*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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