Client Services Associate Salaries in Massachusetts

Help train team members on new technology tools, updates, and best practices. Bachelor’s degree from an accredited college or university.

$60,000 - $85,000 a year

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$31,200 - $90,000 a year

Manage and maintain data in financial planning software (eMoney) and related tools including client onboarding & account setup, document organization, profile…

Strong investment in training, licensing, and professional development. Assist with policy changes, endorsements, billing questions, and renewals.

$42,000 - $55,000 a year

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $45 an hour

Daily, communicate directly with clients over the phone, via email, and in-person to help with service requests, answer questions, and problem-solve across a…

$80,000 - $100,000 a year

9 days ago