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Financial Client Services Associate Jobs in Worcester, MA

Staples, Inc.

Mail Services Associate

Framingham, MA · On-site

$16.50 - $19.50/hr

Our talented finance team partners with every area of the business to drive results and provide ... As a Mail Services Associate, you will help keep our corporate office connected by ensuring mail ...

New

Staples, Inc.

Mail Services Associate

Framingham, MA · On-site

$16.50 - $19.50/hr

Our talented finance team partners with every area of the business to drive results and provide ... As a Mail Services Associate, you will help keep our corporate office connected by ensuring mail ...

New

AA2IT

Mail Service Associate

Westford, MA · On-site

$20 - $23/hr

M-F 8-5 Location: 1 Robbins Road, Westford MA Overview of Work Environment/Client Nuances: Smaller location As a Mail Services Associate, you will be responsible for all aspects of the mailroom ...

AA2IT

Mail Service Associate

Westford, MA

$20 - $23/hr

M-F 8-5 Location: 1 Robbins Road, Westford MA Overview of Work Environment/Client Nuances: Smaller location As a Mail Services Associate, you will be responsible for all aspects of the mailroom ...

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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 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

Mail Services Associate

Staples, Inc.

Framingham, MA • On-site

$16.50 - $19.50/hr

Full-time

Retirement, PTO

Posted 3 days ago

New

Staples rating

5.8

Company rating: 5.8 out of 10

Based on 641 frontline employees who took The Breakroom Quiz

433rd of 739 rated retailers

Job description


Staples is business to business. You're what binds us together.
Our talented finance team partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess performance and provide guidance. Our team serves as a true partner and advisor to all our business leaders, working with them to accelerate the company's profitability and growth.
As a Mail Services Associate, you will help keep our corporate office connected by ensuring mail, packages, courier deliveries, copy requests, and fulfillment projects move accurately and on time. You will join a collaborative, service-focused team and support associates across the Home Office with dependable solutions and responsive customer service.
What you will be doing:
  • Receive, scan, sort, tag, and deliver incoming U.S. Mail, interoffice mail, courier items, pallets, and other large deliveries throughout the Home Office.
  • Pick up and process outgoing mail and packages, including daily FedEx shipments and U.S. Mail through the Pitney Bowes postal meter.
  • Use SendSuite Online to record barcoded items, maintain recipient databases, print labels, and research lost or missing deliveries.
  • Complete fulfillment and mailing projects for teams such as Merchandising, Human Resources, and Sales, including store mailings, marketing promotions, sales letters, and tax mailings.
  • Configure Excel spreadsheets for batch processing of shipping labels and operate folder/inserter equipment for special mailings.
  • Drive to the local Post Office to collect mail or deliver Certified Mail.
  • Maintain floor mail slots, stock copy rooms with paper and shipping supplies, and respond to associate mailing questions.
  • Provide minor troubleshooting for Home Office copiers and coordinate service for FedEx and Pitney Bowes equipment.
  • Follow established procedures and safety practices while maintaining a clean, organized, and efficient work environment.

What You Bring to the Table:
  • A customer-focused, collaborative approach and a commitment to accurate, timely service.
  • The ability to read and interpret instructions, identify missing information, and address issues proactively.
  • Strong attention to detail, organization, and the ability to balance multiple mailroom, copy, and fulfillment priorities.
  • Comfort using Microsoft Office, including Excel and Word, along with mailroom and shipping technology.
  • A continuous improvement mindset with the ability to spot opportunities to increase efficiency, reduce waste, and improve quality.

What's needed: Basic Qualifications:
  • High school diploma or GED.
  • 2+ years of experience in a digital copy and print or manufacturing environment.
  • 1+ year of experience in production finishing or another specialized area of print manufacturing.
  • Computer literacy in Microsoft Word and Excel, including the ability to type 35 words per minute.
  • Ability to perform basic troubleshooting.
  • Understanding of USPS regulations and UPS and FedEx shipping requirements.
  • Excellent customer service and verbal communication skills, with the ability to lift 40 pounds.
  • A valid driver's license, good driving record, and a registered, insured, and inspected personal vehicle.
  • Ability to use touchscreen equipment.

Preferred Qualifications:
  • Technical experience with mail center equipment and systems, including postage meters, FedEx Ship Manager, SendSuite Online Tracking, and folder/inserters.

We Offer:
  • Inclusive culture with associate-led Business Resource Groups.
  • Flexible PTO, including 14 days, and a holiday schedule with 7 observed paid holidays.
  • Online and retail discounts, company match 401(k), physical and mental health wellness programs, and more.

*The salary range represents the expected compensation for this role at the time of posting. The specific base pay may be influenced by a variety of factors to include the candidate's experience, skill set, education, geography, business considerations, and internal equity. In addition to base pay, this role may be eligible for bonuses, or other forms of variable compensation.
About Us
Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

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About Staples

Sourced by ZipRecruiter

Staples is the country's largest operator of office supplies superstores, offering a vast selection of products at low prices, primarily to small business owners. The company has a strong online presence and operates over 994 stores in the U.S. and 40 warehouses/fulfillment centers. The company was founded by Leo Kahn and Thomas G. Stemberg, and opened its first store in Brighton, Massachusetts on May 1, 1986. By 1996, it had reached the Fortune 500, and later acquired the office supplies company Quill Corporation. Staples provides office and school supplies, office furnishings, electronics, software, snack and beauty products, as well as offering printing and technological services. The company has a strong commitment to innovation and customer service.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Framingham, MA, US

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