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Financial Client Services Associate Jobs in Worcester, MA

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 ...

3/25/2026

Client Services Coord

Acton, MA

$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 ...

3/25/2026

Client Services Coord

Acton, MA

$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 ...

Cim

Client Services Specialist

Wellesley, MA · On-site

$55 - $75/hr

We have more than 6,400 employees and associates in our partner dental practices and operate ... At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security ...

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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 Sep 5, 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.

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 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

Client Services Associate (Remote)

HB Travels

Worcester, MA • Remote

$30K - $70K/yr

Full-time

Posted 13 days ago

Job description

We are seeking a professional and customer-focused Client Services Associate to join our growing remote team. This role is ideal for individuals who enjoy helping people, building relationships, and providing exceptional service.

As a Client Services Associate, you will assist clients with inquiries, provide ongoing support, and help ensure a positive customer experience. This position supports customers within the travel and hospitality sector and offers the opportunity to work in a dynamic, service-focused environment.

Responsibilities

  • Provide professional support via phone, email, and online communication platforms
  • Respond to client inquiries and service requests in a timely manner
  • Assist clients with questions related to services and travel-related support
  • Maintain accurate client records and documentation
  • Communicate clearly and professionally with clients and team members
  • Follow established procedures and customer service standards
  • Help resolve client concerns and provide appropriate solutions
  • Contribute to a positive client experience from start to finish

Qualifications

  • Strong communication and interpersonal skills
  • Customer service or client-facing experience preferred
  • Ability to work independently in a remote environment
  • Strong organizational and multitasking abilities
  • Comfortable using computers and online communication tools
  • Positive attitude and strong attention to detail
  • Hospitality, administrative, retail, or travel-related experience is a plus but not required

What We Offer

  • Fully remote opportunity
  • Flexible scheduling options
  • Training and onboarding provided
  • Supportive and collaborative team environment
  • Professional development opportunities
  • Opportunity to work within the travel and hospitality industry

Apply Today

If you enjoy helping clients, delivering exceptional service, and working remotely, we encourage you to apply. Qualified applicants will be contacted regarding the next steps in the hiring process.