Top 1438 Audit associate Jobs in Worcester, Ma

Client Service Associate
TPM Placement —Worcester, MA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Client Service Associate
G9 Financial —Millbury, MA
- $55,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Basic math
- 401(k)
- Paid time off
Quick Apply
14d
Entry Level Enrollment Associate
Pinnacle Path Enterprise —Leominster, MA
- $3,750 - $5,350 a month
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Paid training
- Opportunities for advancement
Quick Apply
3d
Temporary Research Associate
Worcester Polytechnic Institute —Worcester, MA
- $35 an hour
- Part-time
- Hybrid work
- Mid-level
- University
Associate Patient Care Coordinator
Optum —Worcester, MA
- $20 - $36 an hour
- 8 hour shift
- Remote
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- AD&D insurance
- Employee stock purchase plan
1d
Mental Health Associate, PTRC, 20 Hours, Nights
UMass Memorial Health —Worcester, MA
- $20.60 - $28.59 an hour
- 8 hour shift
- Hospital
- Inpatient
- English
Associate II, Quality Control
Moderna, Inc. —Marlborough, MA
- $63,200 - $100,900 a year
- Full-time
- Bachelor of Science
- Bachelor's degree
- Organizational skills
- Paid time off
- Adoption assistance
Checkout Team Associate
Walmart —Worcester, MA
- $16 - $29 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Claims Assistant-Entry Level
Jencap —Worcester, MA
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Customer service
- 401(k)
- Tuition reimbursement
Quick Apply
Staff Accountant, Financial Operations Reporting
UMass Memorial Health —Worcester, MA
- $51,022.40 - $91,832.00 a year
- 8 hour shift
- Remote
- Bachelor of Science
- Mid-level
- Office
3d
Mental Health Associate, PTRC, 40 Hours, Evenings
UMass Memorial Health —Worcester, MA
- $20.60 - $28.59 an hour
- 8 hour shift
- Inpatient
- English
- Outpatient experience
Accounts Payable Coordinator
Worcester Polytechnic Institute —Worcester, MA
- Up to $23 an hour
- Part-time
- Hybrid work
- High school diploma or GED
- University
- 1 year
Visitor Experience Associate
Worcester Art Museum —Worcester, MA
- From $15.50 an hour
- Part-time
- 21 years or older
- Communication skills
- Entry level
13d
Seasonal Stockroom Operations Associate
KOHLS —Worcester, MA
- $15.00 - $21.65 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
- Disability insurance
- Dental insurance
8d
Mental Health Associate, PTRC, 32 Hours, Nights
UMass Memorial Health —Worcester, MA
- $20.60 - $28.59 an hour
- 8 hour shift
- Inpatient
- English
- Outpatient experience
Client Service Associate
Carl P. Sherr & Co. —Worcester, MA
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Research Associate I
University of Massachusetts Medical School —Worcester, MA
- $40,000 - $43,000 a year
- Full-time
- Math
- Bachelor's degree
- Experience equivalent to degree accepted
Document Control Associate
NEOTECH —Westborough, MA
- $25 - $28 an hour
- Full-time
- Background check
- ERP systems
- Pass drug screening
- AD&D insurance
- Paid holidays
Quick Apply
Research Associate - Open Rank
University of Massachusetts Medical School —Worcester, MA
- $40,000 - $73,000 a year
- Full-time
- Mid-level
- Master's degree
- Math
Delivery Associate
All Points Inc —Worcester, MA
- $23.25 an hour
- Weekends as needed
- Customer service
- Pass drug screening
- No high school diploma
- Paid training
- Paid holidays

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Client Service Associate

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$70,000 - $85,000 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: $70,000 - $85,000 + 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: $70,000.00 - $85,000.00 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

audit associate jobs in worcester, ma

Client Service Associate

Client Service Associate

Entry Level Enrollment Associate

Temporary Research Associate

Associate Patient Care Coordinator

Mental Health Associate, PTRC, 20 Hours, Nights

Associate II, Quality Control

Checkout Team Associate

Claims Assistant-Entry Level

Staff Accountant, Financial Operations Reporting

Mental Health Associate, PTRC, 40 Hours, Evenings

Accounts Payable Coordinator

Visitor Experience Associate

Seasonal Stockroom Operations Associate

Mental Health Associate, PTRC, 32 Hours, Nights

Client Service Associate

Research Associate I

Document Control Associate

Research Associate - Open Rank

Delivery Associate

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