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

CAPTRUST

Senior Wealth Client Management Associate

Boston, MA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

... senior client service team members. The ideal candidate will bring strong analytical skills ... Responsibilities as the Client Service Associate: * Client Support: Assist with client account ...

CAPTRUST

Senior Wealth Client Management Associate

Boston, MA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

CAPTRUST

Senior Wealth Client Management Associate

Newton, MA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

CAPTRUST

Senior Wealth Client Management Associate

Newton, MA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

CAPTRUST

Senior Wealth Client Management Associate

Boston, MA · On-site

$80K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Senior Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

Ameriprise Financial

Sr Client Admin Analyst

Boston, MA

$66K - $75K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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 Chelsea, MA

Senior Client Associate information

See Chelsea, MA salary details

$31.5K

$80.6K

$144.5K

How much do senior client associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for senior client associate in Chelsea, MA is $80,625.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 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 job categories do people searching Senior Client Associate jobs in Chelsea, MA look for?

The top searched job categories for Senior Client Associate jobs in Chelsea, MA are:

What cities near Chelsea, MA are hiring for Senior Client Associate jobs?

Cities near Chelsea, MA with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Chelsea, MA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $80,625 per year, or $38.8 per hour.

J.P. Morgan Advisors - Senior Client Associate - Boston, MA

Chase

Boston, MA • On-site

$15.75 - $21.75/hr

Other

Re-posted 7 days ago

Chase Bank rating

8.1

Company rating: 8.1 out of 10

Based on 156 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

Client Associate

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.

As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.

Job responsibilities:

  • Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
  • Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
  • Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
  • Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
  • Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
  • Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

  • Bachelor's degree or equivalent experience
  • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
  • Proactively identify and deliver appropriate solutions that address the needs of our clients
  • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

  • Able to adapt and stay abreast of changing technology and regulatory policies
  • Highly proficient user of Word, PowerPoint, and Excel

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