Client Services Associate Salaries in Natick, MA

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

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

14 days ago

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

$26 - $32 an hour

Make outbound calls, resolve customer issues within policy, and visit customers as needed. Provide technical support, promote product offerings, and identify…

$66,056.66 - $96,039.99 a year

Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging. Proficiency in Microsoft Suite and Adobe.

$65,000 - $85,000 a year