Top 1348 Client associate Jobs in Needham, Ma

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 Associate - Legacy Place, MA
Travis Mathew —Dedham, MA
- $16.80 - $18.50 an hour
- Part-time
- Cash register
- Computer skills
- Communication skills
Retail Associate - Legacy Place
Aritzia —Dedham, MA
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
8d
Client Service - Associate I
JPMorganChase —Boston, MA
- $74,100 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Tuition reimbursement
6d
Client Service Associate
Focus Financial Partners —Needham, MA
- $60,000 - $65,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Client Associate/Registered Client Associate
Royal Bank of Canada —Norwell, MA
- $44,000 - $77,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
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
10h
Client Service Associate
GW&K Investment Management —Boston, MA
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Remote Client Service Associate
Qureos Inc —Boston, MA
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Finance
2d
Client Service Associate
Morgan Stanley —Westborough, MA
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate, Private Client
Cambridge Associates LLC —Boston, MA
- $66,800 - $86,800 a year
- Full-time
- Office
- Bachelor's degree
- Quality control
7d
Client Service Associate - Boston
Brighton Jones —Boston, MA
- $33.84 - $37.41 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Family Law Associate
Todd & Weld LLP —Boston, MA
- $146,000 - $164,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Entry-Level Associate Attorney
Fitzpatrick & Associates —Braintree, MA
- From $70,000 a year
- Full-time
- No experience needed
- In-person
- Communication skills
- Health insurance
- 401(k)
Quick Apply
11d
Civil Litigation Associate
Todd & Weld LLP —Boston, MA
- $146,000 - $164,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Associate Executive Director - Corporate Compliance Officer
North Charles Mental Health Research and Training Foundation, Inc —Cambridge, MA
- $73,000 - $80,000 a year
- Full-time
- HIPAA
- Office
- Master's degree
- Health savings account
- Health insurance
Quick Apply
Development Associate
East Boston Social Centers —Boston, MA
- $60,000 - $65,000 a year
- Temporary
- Hybrid work
- Background check
- Google Workspace
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
8d
ASSOCIATE ATTORNEY (IMMIGRATION LAW) Bilingual
Barrales Law —Boston, MA
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- Spanish
- Analysis skills
- Mentoring
- Health insurance
- 401(k)
Quick Apply
19h
Associate Veterinarian - Salem, MA, USA - Fantastic GP role!
Global Veterinary Careers —Salem, MA
- $140,000 - $170,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Operating room
- Continuing education credits
- Paid parental leave
Quick Apply
2d
Associate Veterinarian at MetroVet Veterinary Clinic in Boston MA
MetroVet Veterinary Clinic —Boston, MA
- $120,000 - $140,000 a year
- Full-time
- Mid-level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply

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PB Client Relations Associate

Citizens Financial Group -
Boston, MA

Apply Now

Job Details

Full-time
$115,000 - $145,000 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Vendor relationship building
Customer records maintenance
Wealth management
Customer relationship building
Business travel arrangements
Research
Managing clients in a customer support role
Salesforce Cloud
Data management
Sales management systems proficiency
CRM system proficiency

Full Job Description

Description

The Client Relations Associate is a high-touch, full-service relationship support role within our Private Banking division. This individual serves as a trusted extension of the banking team, delivering seamless white-glove service across the full spectrum of client interactions — from day-to-day communications to curated experiences and operational excellence. The ideal candidate is proactive, polished, discreet, and thrives in a fast-paced, relationship-driven environment.

Primary responsibilities include:

Client Relationship Management

Serve as a primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth private banking clients, delivering consistent, personalized service.
Manage all client communications including routine updates, inquiries, and follow-ups with professionalism and discretion.
Anticipate client needs and proactively address requests before they arise.

Events & Surprise and Delight

Plan, coordinate, and execute exclusive client events from concept through completion, including venue sourcing, catering, invitations, and on-site management.
Design and deliver bespoke "surprise and delight" moments — curated gifts, personalized experiences, milestone recognitions, and thoughtful gestures that deepen client relationships.
Cultivate and manage partnerships with luxury vendors, hospitality providers, and lifestyle services to enhance the client experience.

Ticketing & Travel

Source and manage tickets for high-demand events including sports, performing arts, cultural galas, and private access experiences.
Coordinate all aspects of client travel — flights, hotels, ground transportation, dining reservations, and itinerary planning — ensuring a seamless, premium experience.

Business Development Support

Maintain and update the Salesforce CRM platform with accurate client data, activity logs, pipeline stages, and opportunity tracking.
Prepare comprehensive meeting materials including briefing documents, client profiles, presentation decks, and relevant market or portfolio summaries.
Capture and distribute detailed meeting follow-ups, action items, and next steps; track completion to ensure accountability.
Support bankers with pipeline management, prospect research, and relationship mapping.

Expense Management

Process, track, and reconcile client entertainment and business development expenses in accordance with firm policies.
Prepare monthly expense reports and ensure timely submission and approval.

Digital & Social Media Presence

Draft and schedule content for the team’s professional social media channels (LinkedIn, etc.), highlighting market insights, firm announcements, events, and community engagement.
Maintain brand consistency and compliance standards across all digital communications.

Qualifications, Education, Certifications and/or Other Professional Credentials:

Required
• 3–6 years of experience in a client-facing role within private banking, wealth management, luxury hospitality, or a comparable high-touch service environment.
• Proficiency with Salesforce CRM; ability to maintain accurate records and generate reports.
• Exceptional written and verbal communication skills; impeccable attention to detail.
• Demonstrated experience coordinating events and/or travel logistics.
• High degree of professionalism, discretion, and sound judgment when handling confidential client information.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
Preferred
• Bachelor’s degree in Business, Communications, Hospitality, Finance, or a related field.
• Experience with luxury vendor networks, concierge services, or lifestyle management.
• Familiarity with financial services compliance and client data privacy requirements.
• Existing relationships within local arts, cultural, culinary, or sports communities.

Hours & Work Schedule:

Hours per Week: 40
Work Schedule: M-F
4 day in office requirement/WFH 1 day (Friday)

Pay Transparency:

The salary range for this position is $115,000-$145,000 per year plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

Awards We've Received

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Glassdoor
Best Place to Work in Consulting, Finance & Insurance

Human Rights Campaign Corporate Equality Index 100 Award

Newsweek America's Most Charitable Company

Disability:IN Best Places To Disability Inclusion

The Banker's
US Bank of the Year

Apply Now

Refine Your Search

client associate jobs in needham, ma

PB Client Relations Associate

Client Associate - Legacy Place, MA

Retail Associate - Legacy Place

Client Service - Associate I

Client Service Associate

Client Associate/Registered Client Associate

Client Associate

Client Service Associate

Remote Client Service Associate

Client Service Associate

Associate, Private Client

Client Service Associate - Boston

Family Law Associate

Entry-Level Associate Attorney

Civil Litigation Associate

Associate Executive Director - Corporate Compliance Officer

Development Associate

ASSOCIATE ATTORNEY (IMMIGRATION LAW) Bilingual

Associate Veterinarian - Salem, MA, USA - Fantastic GP role!

Associate Veterinarian at MetroVet Veterinary Clinic in Boston MA

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

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