Top 107 Client services associate Jobs in Marlborough, Ma

Client Service Associate
TPM Placement —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Client Experience Associate
PNC Financial Services Group —Framingham, MA
- $40,500 - $67,500 a year
- Full-time
- Office
- No degree
- 1 year
- Wellness program
- Health savings account
21h
Account Manager - Client Services
The CCS Companies —Norwood, MA
- $60,000 - $65,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
Sales & Customer Service Associate
Upper Level Marketing —Framingham, MA
- $52,000 - $60,000 a year
- Urgently hiring
- Background check
- In-person
- Restaurant experience
- Employee discount
Quick Apply
Client Care Manager
Celtic Angels Inc. —Needham, MA
- $65,000 - $68,000 a year
- Full-time
- Background check
- Mid-level
- Case management
- Disability insurance
- Health insurance
Quick Apply
4th Grade (Math ) Tutor Part-Time In Client's Home $21/Hour
Club Z! Tutoring —Concord, MA
- $21 an hour
- Part-time
- Background check
- High school
- Computer literacy
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
Morgan Stanley —Westborough, MA
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
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
8d
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
PB Client Relations Associate
Citizens Financial Group —Boston, MA
- $115,000 - $145,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Client Service Healthcare Associate
Guidepoint —Boston, MA
- $70,000 - $75,000 a year
- Hybrid work
- Writing skills
- Research
- Office
- Commuter assistance
- Paid holidays
4d
Registered Wealth Management Client Associate
Bank of America —Westborough, MA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Associate
Carl P. Sherr & Co. —Worcester, MA
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Client Coverage Associate
S&P Global —Boston, MA
- $59,212 - $100,616 a year
- Email
- Microsoft Excel
- Marketing
- Office
- Health insurance
- Referral program
10d
Care Associate / Client Care Assistant
ANGEL CARE HOME COMPANION SERVICES —Holliston, MA
- $22 - $23 an hour
- Part-time
- CPR Certification
- Experience working with individuals with disabilities
- First Aid Certification
- 401(k)
- Flexible schedule
Quick Apply
Client Account Associate (Accountant)
Supporting Strategies —Boston, MA
- $90,000 a year
- Remote
- 5 years
- Finance
- Bachelor's degree
- Work from home
Client Service Associate
Transcend Practice Management —Worcester, MA
- $60,000 - $75,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
Quick Apply
Wealth Client Service Associate
M&T Bank —Boston, MA
- $26.23 - $43.71 an hour
- Full-time
- Hybrid work
- Word processing
- Office
- Bachelor's degree
Client Services Assistant
Tufts University —Grafton, MA
- $20.90 - $28.90 an hour
- High school diploma or GED
- Typing
- In-person

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Client Service Associate

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Wealth management
Bachelor's degree
Attention to detail
Client services
Financial services
Assisting with digital banking services
Business
Client email correspondence
Client interaction via phone calls

Full Job Description

Client Service Associate

Location: Worcester, MA

Compensation: $60,000 - $75,000 + bonus (based on experience)

Status: Full time, hybrid

We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high-net-worth individuals, families, and institutions. As a close-knit team, we foster a culture where our employee contributions matter, ideas are valued, and work directly supports the success of our clients and team. We’re not your ordinary firm. What sets us apart is our commitment to delivering honest, no-nonsense financial advice that empowers clients to protect and grow their wealth in a rapidly changing economic landscape. We challenge conventional financial systems, prioritize transparency, and reduce our clients’ fear and anxiety by incorporating financial therapy-like principles focused on safety, security, and growth.

We are seeking a highly motivated Client Service Associate to provide exceptional service to our clients and support our advisors in delivering a high-touch client experience. The ideal candidate will be personable, detail-oriented, organized, and thrive in a relationship-driven environment. This individual will serve as a key point of contact for clients, providing proactive communication, coordinating service needs, assisting with onboarding, and ensuring clients receive timely, accurate, and consistent support.

Some of the top qualities that we seek in new team members include:

· A sincere commitment to both client and team success

· Strong attention to detail and ability to follow through consistently

· Exceptional communication skills, both written and verbal

· Friendly, professional, and approachable demeanor

· Ability to build trust and make clients feel welcome and valued

· Strong organizational skills and ability to manage multiple priorities

· Autonomous self-starter who takes initiative and ownership

· Positive attitude and willingness to assist wherever needed

· Ability to anticipate client and advisor needs

· Strong problem-solving and troubleshooting skills

· High ethical standards and commitment to confidentiality

· Comfortable working in a fast-paced, collaborative environment

As a Client Service Associate, you will value building strong relationships, taking ownership of responsibilities, and contributing to a collaborative team environment. There is tremendous opportunity for growth for the right candidate as our firm continues to expand and create opportunities for team members to develop new skills and responsibilities.

In your new role, you can expect to:

· Serve as a primary point of contact for clients by phone and email, providing responsive and professional support

· Develop strong client relationships by delivering a personalized service experience

· Schedule client meetings, send reminders, provide updates, and assist with client follow-up communications

· Respond to client questions and service requests while ensuring a positive client experience

· Assist with onboarding new clients by gathering required documentation and coordinating account paperwork

· Support account transfers, account maintenance requests, and ongoing client service needs

· Track and communicate updates related to paperwork, transfers, and account changes

· Assist clients with online portal access, login support, and basic troubleshooting

· Maintain accurate client information, notes, and activity records within the CRM system

· Prepare standard client reports and assist with client communications

· Support advisors with meeting preparation, scheduling, and administrative needs

· Assist with technology-related questions from clients and internal team members, including portal access and navigation issues

· Maintain and support CRM systems and assist with process improvements

· Help train team members on new technology tools, updates, and best practices

Qualifications for this role include:

· Bachelor’s degree from an accredited college or university

· 2+ years of experience in financial services support, preferably in a Client Service Associate role

· Strong written and verbal communication skills

· Experience working with CRM systems, Microsoft Office, and online client portals

· Familiarity with wealth management platforms such as Schwab and Advyzon is a plus

· Ability to manage multiple projects and deadlines with strong attention to detail

· Excellent interpersonal skills and a professional, client-focused approach

· Ability to work independently while collaborating effectively with advisors and team members

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Wealth management: 2 years (Required)
Financial services: 2 years (Required)
Client services: 2 years (Preferred)

Ability to Commute:

Worcester, MA 01608 (Required)

Work Location: Hybrid remote in Worcester, MA 01608

Quick Apply

Refine Your Search

client services associate jobs in marlborough, ma

Client Service Associate

Client Experience Associate

Account Manager - Client Services

Sales & Customer Service Associate

Client Care Manager

4th Grade (Math ) Tutor Part-Time In Client's Home $21/Hour

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

Client Service Associate

Client Associate

Client Services Specialist

PB Client Relations Associate

Client Service Healthcare Associate

Registered Wealth Management Client Associate

Client Service Associate

Client Coverage Associate

Care Associate / Client Care Assistant

Client Account Associate (Accountant)

Client Service Associate

Wealth Client Service Associate

Client Services Assistant

I want to receive the latest job alert for client services associate in marlborough, ma

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