ZipRecruiter

Log In

1

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

next page

Showing results 1-20

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 Aug 5, 2026, the average yearly pay for senior client associate in Boston, MA is $80,609.00, 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 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?

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.

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.

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 $80,360 per year, or $38.6 per hour.

Senior Registered Client Service Associate (Boston)

Ashton Thomas Private Wealth

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Senior Registered Client Service Associate

Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in Boston, MA. We specialize in delivering sophisticated investment management and comprehensive financial planning solutions to high-net-worth individuals, families, and corporate executives.

We’re seeking a Senior Registered Private Wealth Client Associate to join our growing Boston team. This role is ideal for an experienced, registered professional who takes pride in delivering exceptional client service and supporting Financial Advisors in a high-touch private wealth environment.

What You’ll Do
  • Serve as a primary point of contact for high-net-worth clients
  • Manage complex client service requests with accuracy and follow-through
  • Onboard new client accounts, ensuring complete and compliant documentation
  • Provide trade support at the direction of the Financial Advisor (as applicable and with proper licensing)
  • Maintain accurate client records and support regulatory requirements
  • Proactively educate clients on firm services, digital tools, and cash management solutions
  • Support Financial Advisors with advanced administrative and operational needs
  • Assist with client events and marketing initiatives in coordination with the Marketing team
  • Participate in firm initiatives, training, and ongoing professional development
What We’re Looking For
  • 3+ years of experience in wealth management, RIA, or financial advisory environment
  • Active SIE, Series 7, and Series 65 required
  • Experience working with custodians such as Pershing
  • Strong understanding of client service and RIA operations
  • Exceptional organizational, communication, and client service skills
  • Ability to thrive in a fast-paced, evolving environment
Why Ashton Thomas
  • People‑first, collaborative culture
  • High‑touch private wealth client model
  • Competitive compensation
  • 401(k), health, dental, vision, and PTO

👉 Interested candidates are encouraged to apply

Referrals increase your chances of interviewing at Ashton Thomas Private Wealth by 2x

#J-18808-Ljbffr

Apply