Top 240 Client advisor Jobs in Worcester, 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
5d
Administrative Assistant
Spinelli CPA PC —Worcester, MA
- $20 - $25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Morgan Stanley —Worcester, MA
- $15.00 - $40.87 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Relationship Analyst
Morgan Stanley —Worcester, MA
- $15.00 - $43.27 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Carl P. Sherr & Co. —Worcester, MA
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- Health insurance
Financial Advisor (Flexible Hybrid Work Environment)
New York Life Insurance Company/NYLIFE Securities, LLC. —Westborough, MA
- Up to $300,000 a year
- Full-time
- Hybrid work
- Hospitality
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Certified Hyundai Automotive Technician
MetroWest Hyundai —Framingham, MA
- From $80,000 a year
- Urgently hiring
- Background check
- Clean driving record
- Dealership
- Health insurance
- 401(k)
Quick Apply
8d
Biotechnology Recruiter
Flynn Life Sciences Group —Framingham, MA
- From $50,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
Express Automotive Technician
MetroWest Hyundai —Framingham, MA
- $41,600 - $54,080 a year
- Urgently hiring
- Background check
- Clean driving record
- Dealership
- Health insurance
- 401(k)
Quick Apply
8d
Financial Advisor
Harborline Wealth Advisors —Southborough, MA
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Automotive Service Technician - Entry level or Mid-level
PROFESSIONAL AUTOMOTIVE SERVICE INC —Marlborough, MA
- $45,000 - $72,000 a year
- Email
- In person
- 11+ years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (MA)
Bankers Life —Worcester, MA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Comfort Advisor / Residential HVAC Sales Representative (Metro West, MA)
Endless Energy —Massachusetts
- $60,000 - $300,000 a year
- 8 hour shift
- Hybrid work
- Microsoft Excel
- Computer literacy
- English
- Paid training
- Health insurance
Quick Apply
Senior Civil/Structural Engineer
Leidos —Massachusetts
- $92,300 - $166,850 a year
- Extended hours
- Hybrid work
- Spanish
- Bachelor of Science
- Master's degree
Learn to Sell with GEICO
GEICO Shrewsbury - Nova Insurance —Shrewsbury, MA
- $65,000 - $100,000 a year
- Full-time
- Background check
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
1d
Wealth Management Trainee (MA)
Bankers Life —Worcester, MA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Key Accounts Executive
MSC —Leominster, MA
- $42,587 - $66,507 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Verizon Sales Representative
Providence Business Solutions —Woonsocket, RI
- $50,000 - $60,000 a year
- Full-time
- Office
- High school diploma or GED
- In-person
- Paid training
Quick Apply
1d
Business Development Representative
SCP Distributors LLC —Hopkinton, MA
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
8d
Strategic Sourcing Specialist, Facilities Procurement
Entegee —Marlborough, MA
- $45 - $49 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- 5 years
- Commuter assistance
- Disability insurance
Quick Apply
1d

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Client Service Associate

TPM Placement
Worcester, MA

Quick Apply

Job Details

Full-time
$60,000 - $75,000 a year
5 days ago

Benefits

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

Qualifications

Wealth management
Bachelor's degree
Attention to detail
Client services experience
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 advisor jobs in worcester, ma

Client Service Associate

Administrative Assistant

Client Service Associate

Client Relationship Analyst

Client Service Associate

Financial Advisor (Flexible Hybrid Work Environment)

Certified Hyundai Automotive Technician

Biotechnology Recruiter

Express Automotive Technician

Financial Advisor

Automotive Service Technician - Entry level or Mid-level

Financial Services Professional - Hybrid Remote (MA)

Comfort Advisor / Residential HVAC Sales Representative (Metro West, MA)

Senior Civil/Structural Engineer

Learn to Sell with GEICO

Wealth Management Trainee (MA)

Key Accounts Executive

Verizon Sales Representative

Business Development Representative

Strategic Sourcing Specialist, Facilities Procurement

I want to receive the latest job alert for client advisor in worcester, ma

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