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Senior Client Service Associate Jobs in Walpole, MA

Cerity Partners

Client Service Associate

Boston, MA · On-site

$60K - $80K/yr

Schedule client meetings. * Basic preparation and follow-up for client meetings. * Prepare client ... Our people drive our success by working together to deliver exceptional service to our clients.

Winston Flowers

Client Service Associate

Boston, MA · On-site

$20 - $25/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Winston Flowers

Client Service Associate

Boston, MA

$15.75 - $21.75/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Winston Flowers

Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Winston Flowers

Client Service Associate

Boston, MA · On-site

$20 - $25/hr

This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of levels. As a critical member of our Design Studio sales team, you will ...

Gallagher

Senior Client Service Manager

Westborough, MA · On-site

$66K - $128K/yr

How you'll make an impact The Branch Client Service Manager III is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account ...

JPMorgan Chase & Co

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our ... including senior business executives * Ability to be flexible, follow and meet tight deadlines ...

JP Morgan Chase

Client Service - Associate I

Boston, MA · On-site

$15.75 - $21.75/hr

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our ... including senior business executives * Ability to be flexible, follow and meet tight deadlines ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$40.87/hr

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...

Morgan Stanley

PWM Client Service Associate

Boston, MA · On-site

$15.75 - $21.75/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

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All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Walpole, MA

Senior Client Service Associate information

See Walpole, MA salary details

$31.6K

$80.9K

$145K

How much do senior client service associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for senior client service associate in Walpole, MA is $80,899.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $103,600.00 per year, depending on experience, location, and employer.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service consistently.

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

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

Client Service Associate

Cerity Partners

Boston, MA • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Job description

Primary Responsibilities
  • Frequent custodian interaction & paperwork processing.
    • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
  • Schedule client meetings.
  • Basic preparation and follow-up for client meetings.
    • Prepare client forms and financial reports in advance of client meetings.
    • Attend meetings to take notes and send a summary to both the client and the advisory team.
  • Develop knowledge of investment accounts, products and the forms required to transact business.
  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Ongoing maintenance and quality control of CRM.
  • Organize advisory team meetings and events.
  • Receive client calls and resolve questions/issues as needed.
  • Execute client appreciation and retention activities.

Required Qualifications:
  • Bachelor's degree
  • 1-5+ years of experience

Skills and Competencies:
  • Demonstrate strong and effective communication, organizational and time management skills.
  • Ability to work in a team based/collaborative environment.
  • Must accept and thrive in a fast-paced, changing environment.
  • Adherence to all compliance policies & procedures.
  • Demonstrate the Cerity Partners culture.

Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Compensation Range:
$60,000 - $80,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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