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Financial Customer Associate Jobs in Needham, MA

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Store Manager

Marlborough, MA · On-site

$60 - $85/hr

Create a positive environment that develops and engages managers, associates, and customers * Use statistical information and market knowledge to create action plans and achieve financial, customer ...

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Financial Customer Associate information

See Needham, MA salary details

$20.2K

$55.5K

$82.2K

How much do financial customer associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial customer associate in Needham, MA is $55,519.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $67,500.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities near Needham, MA are hiring for Financial Customer Associate jobs?

Cities near Needham, MA with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Needham, MA as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $55,519 per year, or $26.7 per hour.

Financial Analyst Associate

Arbella Service Company

Quincy, MA • On-site

$60K - $65K/yr

Full-time

Posted 18 days ago

Job description

At Arbella, we're focused on people. We work hard to attract and retain the best. That means providing a great work environment, encouraging work/life balance, offering flexible work arrangements, and competitive salaries and benefits packages. We invest in our employees and encourage them to grow so that we, too, can grow as a company.
Other perks include:
Company nurse, nutritional counseling, and mental health resources
Tuition assistance programs
Opportunities to get involved: Arbella Activities Committee, Diversity and
Inclusion Council, and more
A company committed to community: volunteer opportunities, employee-
led community efforts, and the Arbella Insurance Foundation
Robust training, mentorship, and professional/personal development
programs
Colleagues who genuinely care about each other
Arbella is committed to building a workplace that's diverse, inclusive, and equitable for everyone. We've created a culture that supports a diverse workplace where all are valued for their talents and are empowered to reach their full potential.
It's no wonder our employees have voted Arbella one of the Boston Business Journal's "Best Places to Work" every year since 2009!
The Financial Analyst Associate works under the direction of the Manager of Finance and plays a key role in Premium Analysis, Expense Allocation, and Competitor Analysis for the organization.

Key Responsibilities:

  • Monthly Premium Reporting: Draft summary of revenue for management by analyzing variances to plan and timing of booking. Provide Ad Hoc support to business lines when questions arise.

  • Perform quarterly Competitor company analysis utilizing online competitor results, summarizing loss and premium comparisons. Complete year End Market Share results and summarize Loss Trend Analysis.

  • Analyze all expenses pre and post allocation for expense ratio contributions to product lines. Maintain annual planning Allocation model.

  • Support the development of the Plan, Reforecast, and Three Year plan utilizing Workday and Adaptive Insights programs. Ensure timely, high-quality assistance with the build process.

  • Partner effectively with Personal, Commercial Lines and Actuarial in preparation of the annual forecast and business plan.

  • Becomes an expert in the Workday ERP Finance system reporting capabilities: designs, implements, and trains where necessary various reports, dashboards, and scorecards. Become fluent in Workday Reporting.

  • Exhibit strong verbal and written communication skills.

  • Partakes in various financial projects as needed.

  • Work closely in a team environment to meet all deadlines and prioritize workflow.

Key Requirements:

  • Bachelor's Degree in Finance, Accounting, or Economics required.

  • 0-3 years of Finance experience preferred, internships desirable.

  • Intermediate/Advanced Excel skills and the ability to learn cloud-based financial systems. Power BI a plus.

  • Excellent customer service, communication and collaboration skills.

This position is not eligible for immigration sponsorship now or in the future.

Our current reasonable and good faith estimate of the annual salary wage range for this position is approximately$60,000 to $65,000based on a variety of factors including, but not limited to, relevant skills and experience, educational background and certifications, performance and qualifications, market demand for the role and other organizational needs.

Please note: The advertised pay range is not a guarantee or promise of a specific wage.

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