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

UBS

Client Associate

Boston, MA · On-site

... senior client service associates, and UBS resources to address client needs. Team & Advisor Support • Provide administrative and operational support across the team. • Coordinate client meetings ...

Catalant

Senior Client Partner, Healthcare

Boston, MA · On-site

$300 - $350/hr

Work closely with Associates to match expert talent to project needs. * For strategic projects ... Senior Client Partner role which consists of a base salary & variable compensation. Variable ...

Ameriprise Financial

Sr Client Admin Analyst

Boston, MA

$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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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 Sep 5, 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 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 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 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.

Client Associate

UBS - Experienced professionals - job boards

Boston, MA • On-site

Full-time

Re-posted 25 days ago

Key responsibilities

  • Support the team with day-to-day client requests, account maintenance, paperwork, documentation, and follow-up.

  • Assist with client onboarding, account-opening processes, and monitor outstanding client and operational items.

  • Provide administrative and operational support to the team, including coordinating meetings, managing calendars, and maintaining records.

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 175 rated banks

Job description

Harborside Wealth Management Group is seeking an early-career professional who wants to build a long-term career in wealth management.
This is a developmental role designed for someone with a genuine interest in finance and financial markets who is organized, motivated, intellectually curious, and eager to learn. Prior financial services experience and securities licenses are not required, but we are looking for someone who actively follows business and financial news and wants to develop a deeper understanding of investing and wealth management. Successful completion of the SIE and Series 7 exams is expected within the first 12 months of employment.
The associate will initially support the broader team while learning our systems, processes, and approach to client service

From the beginning, however, you will be expected to take ownership of your responsibilities: understand what needs to be accomplished, ask the questions necessary to move the work forward, research what you don't know, and follow through to completion. As experience and capabilities grow, the role will expand to include direct responsibility for client relationships and increasingly complex work.
Assist with day-to-day client requests, account maintenance, paperwork, documentation, and follow-up.
Serve as an additional point of contact for clients and help ensure requests are handled accurately and promptly.
Assume primary service responsibility for a small group of clients as knowledge and experience develop.
Assist with client onboarding and account-opening processes.
Monitor outstanding client and operational items and follow through to resolution.
Coordinate with advisors, senior client service associates, and UBS resources to address client needs.
Team & Advisor Support
Provide administrative and operational support across the team.
Coordinate client meetings, including scheduling, preparation, materials, and follow-up.
Assist advisors with calendar management, business expenses, reporting, and other day-to-day needs.
Help maintain client records and team documentation.
Support recurring team projects, reporting, and seasonal initiatives.
Look for opportunities to improve processes and make the team more efficient.
Learning & Development
From the beginning, the associate will be expected to learn the business-not simply complete assigned tasks. This includes:
Developing an understanding of wealth management and the needs of high-net-worth clients.
Following financial markets, business news, and economic developments and building an understanding of how they affect clients.
Learning UBS systems, tools, policies, and regulatory requirements.
Building knowledge of investments, financial planning, and the services available to clients.
Asking questions, conducting research, and seeking out the information needed to execute responsibilities accurately and completely.
Developing strong client communication and relationship-management skills.
Successfully complete the SIE and Series 7 within the first 6 months.
Understanding how individual responsibilities contribute to the client experience and the work of the broader team.
Taking on greater client and operational responsibility as capabilities develop.
It is unlawful in Massachusetts to require right administer a lie detector test as a condition of employment or continued employment

An employer who violates this law shall be subject to criminal penalties and civil liability.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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