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Financial Client Services Associate Jobs in Worcester, MA

Sun Life Financial

Client Services Specialist

Wellesley, MA · On-site

$49K - $66K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Client Services Specialist Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You ...

National DCP

Member Services Associate

Bellingham, MA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

S. Our team powers one of the most recognized quick-service brands through innovative logistics, reliable service, and high-quality product distribution. Known for delivering real value and ...

Keybank

Financial Wellness Associate

Ludlow, MA · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

KeyBank

Financial Wellness Associate

Ludlow, MA · On-site

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

Morgan Stanley

Client Service Associate

Southborough, MA · On-site

$31K/yr

Client Service Associate 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 ...

Morgan Stanley

Client Service Associate

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY 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

Westborough, MA · On-site

$31K/yr

POSITION SUMMARY 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

Westborough, MA · On-site

$31K/yr

POSITION SUMMARY 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

Westborough, MA · On-site

$31K/yr

POSITION SUMMARY 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

Wellesley, MA

$31K/yr

POSITION SUMMARY 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

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY 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

Wellesley, MA · On-site

$31K/yr

POSITION SUMMARY 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 ...

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Showing results 21-40

All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Worcester, MA

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

Client Services Specialist

Sun Life Financial

Wellesley, MA • On-site

$49K - $66K/yr

Other

Medical, Life, Retirement, PTO

Re-posted 6 days ago

Sun Life Assurance Company of Canada rating

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

90th of 307 rated insurance

Job description

Client Services Specialist

Client Services Specialists (CSS) play a key role in providing service excellence by acting as a primary point of contact for small group employer clients and brokers. You will take ownership of client inquiries and see each through to resolution.

• Research inbound requests in a timely manner to establish positive client relationships. • Conduct outbound follow up and engage internal departments, when needed, to fully resolve complex and/or escalated service requests. • Build strong working relationships to address and support client needs.

Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.

Joining our team as a CSS will help you build foundational knowledge in group insurance that can be applied to future growth opportunities within Sun Life. How you will contribute:

• Strong problem-solving skills to resolve client inquiries. • Your ability to multi-task and work across various technology platforms. • A desire to continuously learn and adapt to evolving client needs. • A commitment to develop and leverage organizational relationships to better serve our clients. • Ability to work with a diverse range of people • Adherence to contact center and metric expectations • Availability to work overtime as needed • Ability to work flexible shifts with start times between 8AM EST-11:30AM EST

What you will bring with you: • Excellent verbal and written communication skills. • Client-focused mindset and an empathetic approach toward others. • 1+ years of customer service or call center experience

Salary Range: $49,200 - $66,400At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work® Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

What Sun Life Assurance Company of Canada employees say

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