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

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals,…

$60,000 - $75,000 a year

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$15.00 - $40.87 an hour

First aid and CPR-certified. Responsibilities include assisting with hygiene needs, light housekeeping and errands, dispensing medication, and other tasks that…

$22 - $23 an hour

Receive and direct all incoming calls for SAH, HLA, Administration, and Wildlife. Locate clinical staff for priority calls. Scan client records into Stringsoft.

$20.90 - $28.90 an hour

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