Top 894 Client service associate Jobs in Westborough, 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 Service Associate
Morgan Stanley —Westborough, MA
- $31,200 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Customer Service/ Support Representative
Molex —South Grafton, MA
- $75,000 - $90,000 a year
- Oracle
- Pass drug screening
- Office
- Paid parental leave
- Health savings account
Junior Associate Attorney - Family Law
Callahan, Inman & Bonzagni, P.C. —Westborough, MA
- $80,000 - $110,000 a year
- Full-time
- Writing skills
- Organizational skills
- In-person
- Paid training
- Health insurance
Quick Apply
Project Manager -Exhibits and Trade Show
Access TCA —Whitinsville, MA
- $60,000 - $80,000 a year
- Extended hours
- CAD
- 5 years
- Team management
Registered Nurse
The Recovery Village —Worcester, MA
- $45 - $48 an hour
- Weekends as needed
- CPR Certification
- Nursing
- Addiction Medicine
- Health insurance
- Dental insurance
Quick Apply
2d
Associate Dentist
New England Dental Group-Southborough —Southborough, MA
- $250,000 - $300,000 a year
- Full-time
- Background check
- Anatomy knowledge
- Dental office
- Health savings account
- Health insurance
Quick Apply
3d
Event Staff
Integrity Staffing Solutions —Foxborough, MA
- Up to $19 an hour
- Customer service
- Merchandising
- Product management
- Health insurance
- Dental insurance
Quick Apply
11d
Property Field Adjuster - Worcester, MA
DMA / David Morse & Associates —Worcester, MA
- Up to $70,000 a year
- Part-time
- Remote
- Customer service
- Military
- Writing skills
- Work from home
Quick Apply
Process Engineer - FACs/Artiva
The CCS Companies —Norwood, MA
- $50,000 - $70,000 a year
- Full-time
- Background check
- Software troubleshooting
- Basic math
- Paid training
- Health savings account
Quick Apply
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
Electrical Outside Sales
Castle Electric, Inc. —Norwood, MA
- $50,000 - $250,000 a year
- Full-time
- CRM software
- Background check
- Google Workspace
- Health insurance
- Dental insurance
Customer Service Account Specialist - Acton
Payright Payroll Services Inc. —Acton, MA
- $42,000 - $55,000 a year
- Extended hours
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Reentry Services Case Manager
Old Colony Y —Framingham, MA
- $24.04 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Fine Jewelry & Watch Sales Associate
Date & Time —Sudbury, MA
- $50,000 - $75,000 a year
- Full-time
- Merchandising
- Mid-level
- In-person
- Paid training
- Health insurance
Quick Apply
Commercial Lines Underwriter
WAHVE —Worcester, MA
- $30 - $45 an hour
- Part-time
- Remote
- Senior level
- Commercial
- Health insurance
- 401(k)
10d
Part-time Beauty and Wellness Retail Associate
Beauty Muse —Needham, MA
- $19 - $21 an hour
- Part-time
- Customer service
- Computer literacy
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
Part Time Shift Supervisor in Costco
CDS (Club Demonstration Services) —Sharon, MA
- $17.75 an hour
- Part-time
- Serving
- 18 years or older
- No experience needed
- Health insurance
- Dental insurance
1d
Seasonal Sales Associate - Wrentham
Asics America Corporation —Wrentham, MA
- $15.00 - $15.75 an hour
- Extended hours
- Ability to walk for extended periods
- Basic math
- Travel
- Paid time off
- 401(k) matching
Manager, Biomedical Services
Intelas —Framingham, MA
- $85,000 - $95,000 a year
- Full-time
- Acute care
- Background check
- Mentoring
- Commuter assistance
- Paid parental leave
Quick Apply

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client service associate jobs near westborough, ma

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 service associate jobs in westborough, ma

Client Service Associate

Client Service Associate

Customer Service/ Support Representative

Junior Associate Attorney - Family Law

Project Manager -Exhibits and Trade Show

Registered Nurse

Associate Dentist

Event Staff

Property Field Adjuster - Worcester, MA

Process Engineer - FACs/Artiva

Account Manager - Client Services

Electrical Outside Sales

Customer Service Account Specialist - Acton

Reentry Services Case Manager

Fine Jewelry & Watch Sales Associate

Commercial Lines Underwriter

Part-time Beauty and Wellness Retail Associate

Part Time Shift Supervisor in Costco

Seasonal Sales Associate - Wrentham

Manager, Biomedical Services

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected