Client Services Associate Salaries in Westborough, MA

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

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

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

Newer CSS team members primarily handle inbound calls, but with experience and coaching, can transition to email and web chat inquiries.

$49,200 - $66,400 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

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