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Senior Client Associate Jobs in Boston, MA (NOW HIRING)

Ameriprise Financial

Sr Client Admin Analyst

Boston, MA · On-site

$66K - $75K/yr

Associate's degree or equivalent * 3 - 5 years experience * Strong oral and written communications ... In-Office Collaboration We are a client-centric, relationship-based business. Working together, in ...

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All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Boston, MA

Senior Client Associate information

See Boston, MA salary details

$31.5K

$80.6K

$144.5K

How much do senior client associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for senior client associate in Boston, MA is $80,605.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $103,200.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What are popular job titles related to Senior Client Associate jobs in Boston, MA? For Senior Client Associate jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Boston, MA look for? The top searched job categories for Senior Client Associate jobs in Boston, MA are:
Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Boston, MA as of July 2026, with employment types broken down into 100% Full Time. Highlights an 62% In-person, and 38% Hybrid job distribution, with an average salary of $80,605 per year, or $38.8 per hour.
Senior Client Service Associate

Senior Client Service Associate

Bartholomew & Co.

Framingham, MA • On-site

$31.25 - $38.46/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

About Us

Bartholomew & Company is an independent investment management and wealth advisory firm serving private clients, businesses, municipalities, and institutional investors. Founded in 1994, with offices in Worcester and Framingham, Massachusetts, the firm manages more than $5.9 billion in assets across two core business lines: Private Wealth and Governments & Institutions.  Our scale, institutional heritage, and collaborative culture allow us to deliver sophisticated investment capabilities while maintaining the personalized service and long-term relationships of a boutique firm.


At Bartholomew Private Wealth (BPW), prudent management is our core tenet because we take our clients’ dreams for a sound financial life as seriously as they do. BPW manages approximately $2.5 billion in assets for private clients, families, and business owners across the country. We practice risk-sensitive portfolio management, aiming to maximize gains in accordance with each client’s personal tolerance for risk. Our deep expertise in institutional asset management provides clients with access to opportunities, sophistication, and diversification not typically available to individual investors.


About the Role

The Client Service Associate (CSA) plays a critical role in delivering exceptional client experience for private wealth clients and advisor teams. This position oversees complex client service workflows, serves as a operational resource to advisors, and helps ensure consistent, high-quality service standards across the firm.

The CSA acts as a trusted point of contact for clients, proactively addressing service needs, resolving complex issues, and supporting the operational execution of client relationships. This role also provides mentorship to junior service associates and contributes to process improvement initiatives that enhance operational efficiency and client satisfaction.


Core Responsibilities

Client Service Leadership

  • Manage complex client service workflows across advisor teams
  • Serve as escalation point for challenging client service issues
  • Communicate proactively with clients regarding service matters and account needs
  • Ensure consistent and high-quality client service delivery

Advanced Account Administration

  • Oversee complex transactions including transfers, account updates, and operational requests
  • Review and process service requests to ensure accuracy and compliance
  • Maintain and oversee client documentation within CRM and operational systems
  • Coordinate complex client service across custodians and platforms

Mentorship & Team Development

  • Lead by example, inspiring both in person and virtually
  • Provide guidance on workflows, service processes, and client communication
  • Support onboarding and development of new service team members
  • Promote best practices in service operations

Compliance & Operational Oversight

  • Ensure adherence to firm policies and regulatory requirements
  • Support supervisory functions related to client servicing and documentation
  • Identify opportunities to improve operational processes and workflows

Advisor & Team Collaboration

  • Partner closely with advisors to support client relationships
  • Coordinate service delivery for advisor teams
  • Participate in service team leadership discussions and process improvements


Skills & Competencies

Technical

  • Proficiency with Microsoft 365 Suite (Outlook, Excel, Word, PowerPoint, Co-Pilot)
  • CRM and financial services platform expertise (familiarity with WealthBox CRM, LPL’s Clientworks and/or Orion is a plus)
  • High-complexity transaction processing
  • Operational workflow optimization

Leadership

  • Promotes service excellence and operational discipline
  • Mentors and coaches junior service team members, as applicable

Client Engagement

  • Proactive and meaningful communication and connection with clients
  • Ability to manage complex service needs and client expectations

Organizational

  • Strong problem-solving ability
  • High attention to detail and accuracy
  • Ability to manage multiple priorities in a fast-paced environment


Education

  • Bachelor’s Degree preferred
  • 3–5 years of financial services and/or client service experience
  • FINRA Series 7 and 66 licenses preferred

Why Bartholomew and Company

At Bartholomew & Company, the Private Wealth Team is committed to building a collaborative, supportive, and growth-oriented environment where employees can build meaningful careers while making a direct impact on clients’ financial lives. Team members benefit from close collaboration with experienced professionals, exposure to sophisticated wealth management strategies, and opportunities for continued professional development and advancement.


We believe in investing in our people through career pathing, continuing education opportunities, and a comprehensive benefits package designed to support overall well-being both personally and professionally.


Benefits

  • 401(K) + Match
  • Dental Insurance
  • Employee Assistance Program
  • Financial Support For Licensing
  • Flexible Spending Accounts
  • Health Insurance
  • Life and AD&D Insurance
  • Paid Time Off
  • Retirement Plan
  • Tuition Reimbursement
  • Vision Insurance


Perks

  • Access to Company WooSox Tickets
  • Discounted Tickets to the Hanover Theatre
  • Free Parking
  • Free Tickets to the Worcester Art Museum 
  • Friday Hours


Physical Requirements

Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for long periods of time; to occasionally stoop, bend, kneel, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including the use of a computer, keyboard, copy machine, printer and calculator; and ability to communicate information and ideas in a manner that others will understand.

 

EEO Statement

Bartholomew & Company is an Equal Opportunity employer and does not discriminate in employment on the basis of race, color, religious creed, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, and/or other status protected under law.