Top 127 Client services associate Jobs in Boston Ma

Client Relationship Associate & Producer Assistant
Equitable Advisors —Wellesley, MA
- $50,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Administrative Assistant (Client Service Associate)
METRO Financial Strategies —Chelmsford, MA
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Health insurance
Quick Apply
Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)
Boston Consulting Group —Boston, MA
- $124,800 - $129,000 a year
- Full-time
- Urgent Care
- English
- Mid-level
- Profit sharing
- Paid parental leave
Client Service Associate
Cerity Partners —Boston, MA
- $60,000 - $80,000 a year
- Email
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Associate, Client Solutions
Cambridge Associates LLC —Boston, MA
- $66,800 - $86,800 a year
- Full-time
- Office
- Quality control
- Organizational skills
2d
Client Services Specialist
Sun Life —Wellesley Hills, MA
- $49,200 - $66,400 a year
- Overtime
- Fair chance
- 1 year
- Communication skills
- AD&D insurance
- Disability insurance
9d
Registered Client Associate
Royal Bank of Canada —Boston, MA
- $49,500 - $77,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
Client Service Associate
Plum Street Advisors —Newton, MA
- $30 - $33 an hour
- Part-time
- Background check
- Microsoft Excel
- Office
- 401(k)
- 401(k) matching
Quick Apply
2d
Client Associate
Rockefeller Capital Management —Boston, MA
- $45,000 - $90,000 a year
- Full-time
- Bachelor of Science
- Office
- Financial services
- Health insurance
- Retirement plan
Client Service Healthcare Associate (December 2026 Graduates)
Guidepoint —Boston, MA
- $70,000 - $75,000 a year
- Hybrid work
- Writing skills
- Research
- Office
- Commuter assistance
- Paid holidays
9d
Client Service Assistant
Todd & Weld LLP —Boston, MA
- $27.88 - $31.25 an hour
- Email
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Client Services Associate
Alumni Ventures —Boston, MA
- $60,000 - $70,000 a year
- Background check
- No experience needed
- Research
- Commuter assistance
- Paid parental leave
Quick Apply
9d
Senior Associate, Client Onboarding
HarbourVest Partners —Boston, MA
- $100,000 - $115,000 a year
- Full-time
- Hybrid work
- Customer service
- Bachelor of Science
- Mid-level
- Health insurance
- Paid time off
Senior Client Service Associate
TSW Wealth Management —Framingham, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate (Boston, MA)
Oppenheimer & Co. Inc. —Boston, MA
- $50,000 - $55,000 a year
- Full-time
- Organizational skills
- 1 year
- Entry level
Quick Apply
Client Support Specialist
Zelis —Boston, MA
- $19 - $24 an hour
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Associate, Private Client
Cambridge Associates LLC —Boston, MA
- $66,800 - $86,800 a year
- Full-time
- Office
- Bachelor's degree
- Quality control
BOTTEGA VENETA Client Advisor, Boston
Bottega Veneta —Boston, MA
- $23 - $25 an hour
- Full-time
- Maintenance
- Cleaning
- 1 year
6d
Client Service Administrative Associate
RWA Wealth Partners LLC —Newton, MA
- $50,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
Registered Client Service Associate
Ameriprise Financial —Hingham, MA
- $64,100 - $88,100 a year
- Full-time
- Research
- Mid-level
- Office
- Dental insurance
- 401(k)

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Client Relationship Associate & Producer Assistant

Equitable Advisors -
Wellesley, MA

Quick Apply

Job Details

Full-time
$50,000 - $65,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Vision insurance
401(k) matching
Flexible schedule
Retirement plan

Qualifications

Customer communication
Teamwork
Microsoft Excel
Client services
Organizational skills
Community relationship building
Account management

Full Job Description

About Us

As a Vice President with Equitable Advisors, I help individuals, families, and business owners pursue their financial goals through comprehensive wealth management and financial planning strategies. Based in Wellesley, MA, our practice is built on exceptional client service, long term relationships, and a commitment to helping clients navigate important financial decisions with confidence.

We are seeking a highly organized, relationship focused Client Relationship Associate & Producer Assistant to work directly alongside me in supporting clients and helping grow the practice. This individual will play a key role in client relationship management, account administration, event coordination, marketing initiatives, and delivering an exceptional client experience.

Our practice serves successful individuals, families, and business owners throughout New England and is committed to providing a high touch, relationship driven client experience. This is an opportunity to join a growing practice where your contributions will have a direct impact on client relationships and business growth.

Position Overview

The Client Relationship Associate & Producer Assistant will serve as a key partner to a Financial Advisor by helping maintain and strengthen client relationships, supporting administrative and operational functions, assisting with marketing initiatives, and coordinating client appreciation events.

This is an ideal opportunity for someone who enjoys working with people, staying organized, thinking creatively, and making a meaningful impact within a growing professional practice.

Key ResponsibilitiesClient Relationship Management

Serve as a friendly and professional point of contact for clients
Schedule client meetings and manage calendar coordination
Follow up with clients regarding paperwork, account requests, and service items
Assist with client onboarding and ongoing relationship management
Coordinate client communications and personalized outreach efforts
Help create an exceptional client experience throughout every stage of the relationship
Coordinate client birthday, anniversary, and milestone outreach

Account Administration & Operations

Assist with account opening paperwork and administrative processing
Track and monitor account transfers, rollovers, and service requests
Coordinate with custodians, carriers, and internal support teams
Maintain accurate client records and CRM data
Ensure paperwork is completed accurately and submitted in a timely manner
Support advisors with meeting preparation and follow up
Assist in maintaining efficient office processes and workflows

Marketing & Creative Support

Create presentations, PowerPoint decks, and client meeting materials
Assist with marketing campaigns and client communications
Develop event invitations and promotional materials
Contribute creative ideas to enhance the client experience and support business growth
Assist with social media and brand awareness initiatives
Help develop educational and networking event materials

Event Planning

Coordinate client appreciation events, educational workshops, and networking functions
Manage event logistics, registration, venues, invitations, and follow up
Help ensure events reflect the high standards of our practice
Assist with planning and executing referral and community engagement events

Qualifications

Bachelor's degree preferred but not required
Previous experience in client service, administration, hospitality, marketing, event planning, financial services, or a related field is a plus
Outstanding communication and interpersonal skills
Strong organizational skills and attention to detail
Ability to manage multiple priorities and deadlines
Proficiency in Microsoft Office, Outlook, PowerPoint, and Excel
Experience with Canva, graphic design, presentation development, or event planning is a plus
Financial services experience is welcomed but not required

Who Will Thrive in This Role

The ideal candidate is:

Relationship oriented and enjoys interacting with clients
Professional, polished, and dependable
Highly organized with excellent follow through
Creative and comfortable developing presentations and event ideas
Proactive and able to anticipate needs before being asked
Comfortable working independently while collaborating closely with an advisor
Excited to contribute to a growing business where their work makes a direct impact

Compensation & Benefits

We offer a comprehensive compensation and benefits package, including:

Competitive compensation ranging from $50,000 to $65,000 annually
Medical insurance
Dental insurance
Vision insurance
Retirement savings benefits
Paid time off
Professional development opportunities
Career growth potential within a growing wealth management practice

Why Join Us?

Work directly with a Vice President of Equitable Advisors in a growing wealth management practice
Gain exposure to the financial services and wealth management industry
Build meaningful relationships with clients and centers of influence
Help shape the client experience and contribute ideas that drive business growth
Participate in client appreciation events, educational workshops, and networking opportunities
Join a professional, collaborative environment where your contributions are recognized and valued

This is more than an administrative role. You will work directly with an experienced Financial Advisor, help strengthen client relationships, contribute ideas that drive growth, and play an important role in the long term success of the practice.

Ready to Apply?

If you are passionate about building relationships, creating exceptional client experiences, and contributing to the growth of a successful wealth management practice, we encourage you to apply.

We are looking for someone who is professional, organized, proactive, and excited to make a meaningful impact. If you believe you would be a great fit for this opportunity, we would love to hear from you.

Please submit your resume through Indeed along with a brief note explaining why you believe you are a strong fit for this role. We look forward to learning more about your background, experience, and what you would bring to our team.

Pay: $50,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Retirement plan
Vision insurance
Work from home

Ability to Commute:

Wellesley, MA 02481 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in boston ma

Client Relationship Associate & Producer Assistant

Administrative Assistant (Client Service Associate)

Senior Analyst - BCG Vantage, B2B SaaS (Client Focus Track)

Client Service Associate

Associate, Client Solutions

Client Services Specialist

Registered Client Associate

Client Service Associate

Client Associate

Client Service Healthcare Associate (December 2026 Graduates)

Client Service Assistant

Client Services Associate

Senior Associate, Client Onboarding

Senior Client Service Associate

Client Service Associate (Boston, MA)

Client Support Specialist

Associate, Private Client

BOTTEGA VENETA Client Advisor, Boston

Client Service Administrative Associate

Registered Client Service Associate

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