Client Services Associate Salaries in Massachusetts

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

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

$25 - $45 an hour

Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering…

$45,000 - $90,000 a year

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.

$40,500 - $67,500 a year

We take a disciplined, client-centered approach to wealth management, tailoring strategies to each client's goals and risk tolerance.

$26 - $32 an hour

12 days ago

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

7 days ago