Top 240 Client associate Jobs in Worcester Ma

Client Relations Associate (Part-Time)
Commonwealth Financial Group —Worcester, MA
- $23 - $25 an hour
- Part-time
- Microsoft Word
- Background check
- Microsoft Outlook
- 401(k)
- Paid time off
Quick Apply
6d
Front Desk/Client Service Associate
Vita Hydration and Wellness —Worcester, MA
- $15 an hour
- Part-time
- In-person
- Communication skills
- Entry level
Quick Apply
6d
Client Service Associate
Transcend Practice Management —Worcester, MA
- $60,000 - $85,000 a year
- Full-time
- Office
- Administrative experience
- Bachelor's degree
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Senior Client Service Associate
TSW Wealth Management —Framingham, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Senior Associate Attorney
BourgeoisWhite, LLP —Worcester, MA
- $95,000 - $100,000 a year
- Full-time
- 5 years
- Writing skills
- Business development
- Health insurance
- Dental insurance
Quick Apply
10d
Warehouse Associate
Access TCA —Whitinsville, MA
- $21 - $23 an hour
- Full-time
- Computer literacy
- Forklift
- High school diploma or GED
Tax Associate
Schofer Dillberg & Company —Natick, MA
- $70,000 - $80,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Office Assistant
New Stage Roofing and Home Improvmeent Inc —Natick, MA
- $16 - $22 an hour
- Full-time
- Spanish
- Google Workspace
- Office
- Paid time off
- Employee discount
Quick Apply
6d
Associate General Dentist
ETS Dental —Worcester, MA
- From $350,000 a year
- Full-time
- Dental office
- Mid-level
- Leadership
Quick Apply
Service Concierge - Natick, MA
Lucid Motors —Natick, MA
- $17 - $24 an hour
- Extended hours
- 18 years or older
- Driver's License
- Budgeting
- Paid holidays
- Disability insurance
Customer Care Associate
PureHD LLC —Maynard, MA
- From $50,000 a year
- Full-time
- Microsoft Excel
- Computer literacy
- English
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian 4-Day Work Week | $175,000+ Earning Potential | Private Practice [3555]
Arthur Marshall Inc. —Woodstock, CT
- $150,000 - $200,000 a year
- Full-time
- Private practice
- Surgery
- In-person
- Health insurance
- Dental insurance
Quick Apply
Production Associate
Manpower —Franklin, MA
- $19.00 - $21.85 an hour
- Monday to Friday
- Computer literacy
- Computer skills
- Power tools
Quick Apply
3d
GUEST SERVICE ASSOCIATE
European Wax Center —Marlborough, MA
- $15 - $25 an hour
- Part-time
- Ability to lift 50 pounds
- Ability to sit for extended periods
- Computer skills
Quick Apply
4d
Retail Commission Sales Associate - Fine Jewelry, Solomon Pond
Macy's —Marlborough, MA
- $17.00 - $22.59 an hour
- Weekends as needed
- Merchandising
- English
- In-person
- Store discount
- Paid holidays
Quick Apply
4d
Business Development Associate - Barre, MA
QE Solar —Barre, MA
- $80,000 - $90,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 11+ years
- Health savings account
- Disability insurance
Quick Apply
6d
Retail Scan Associate (Shrewsbury, MA 01545)
ScanScape —Shrewsbury, MA
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
6d
Retail Sales Associate
Bob's Discount Furniture LLC —Natick, MA
- $45,000 - $65,000 a year
- Full-time
- Bilingual
- 18 years or older
- Computer literacy
- Profit sharing
- Health insurance
Quick Apply
14d
Research Associate
Yoh, A Day & Zimmermann Company —Framingham, MA
- $25 - $32 an hour
- 8 hour shift
- Computer Science
- Bachelor of Science
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Personal Trainer / Front Desk Associate.
MetFit Natick —Natick, MA
- $17 - $50 an hour
- Part-time
- Hybrid work
- In-person
- Entry level
- Gym membership
- Flexible schedule
Quick Apply
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Client Relations Associate (Part-Time)

Commonwealth Financial Group -
Worcester, MA

Quick Apply

Job Details

Part-time
$23 - $25 an hour
6 days ago

Benefits

401(k)
Paid time off

Qualifications

Confidential information handling
Marketing management
Event scheduling
Microsoft Office
Administrative experience
Meeting scheduling
Attention to detail
Client services
Marketing operations
Interpersonal communication

Full Job Description

Are you a relationship-driven professional who enjoys creating exceptional client experiences, organizing details, and supporting a purpose-driven team?

Established Financial Planner seeks to expand her team with a part-time Client Relations Associate to join her Director of Operations and Practice Administrator. We are passionate about helping clients make informed financial decisions with confidence and clarity. Through our financial planning process, we empower individuals and families by providing knowledge, guidance and support in collaboration with their other professional partners. We strive to build trust through respect, honesty and authenticity. If you share our values, are interested in delivering an exceptional client experience, and being part of the transformational growth of our practice, we encourage you to apply for this role.

Key Responsibilities

Client Service & Relationship Management

Serve at the primary point of contact with clients and other professionals in our Worcester Office by greeting visitors, answering phone calls, monitoring and responding to emails.
Take responsibility for scheduling meetings and assisting with preparation and follow-up.
Design, monitor and implement the client service model, ensuring that review meetings and other important touch points are executed in a timely manner. Other touch points include birthday cards, sympathy cards, client appreciation gifts, invitations to events and seminars, etc.
Manage all client service requests including address and beneficiary changes, adding connections to bank accounts, etc.
Maintain client records and files (both paper and digital) ensuring that documentation meets compliance standards and CRM is kept up to date.
Manage and update client segmentation.

Marketing & Communication Support

In collaboration with the advisor, create and implement an annual marketing plan.
Managing advisor’s social media accounts, newsletters, press releases and web presence.
Design, organize, and run client events and seminars.
Identify events for advisor speaking opportunities.

Office Administration & Coordination

Ensure the smooth and efficient day-to-day operation of the office by managing administrative systems, workflows, and facilities.
Oversee office resources (supplies, equipment, vendors) to maintain a well-functioning, cost-effective workplace.
Strictly adhere to all compliance procedures for office operations, marketing initiatives, communications and events.

Qualifications

2+ years of experience in office administration or client service
Bachelor's Degree preferred
Ability to maintain the highest level of discretion and privacy
Excellent written and verbal communications skills
Strong interpersonal and client servicing skills
Demonstrated organizational and time management skills
Ability to work well under pressure while managing multiple priorities and deadlines
Acute attention to detail
Proficiency with MS Office (Word, Excel and Outlook) and in CRM software applications
Financial Services industry experience preferred but not required

Work Environment & Schedule

Part-time position with a consistent schedule to be agreed upon.
20-25 hours per week.
Occasional flexibility may be required for client events.

Please note, this role will work for Kerri Melley, an advisor of Commonwealth Financial Group and will not be an employee of Commonwealth Financial Group.

Kerri Melley is an equal opportunity employer and values diversity at their company. They do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

HIRING ALERT: Kerri Melley will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Pay: $23.00 - $25.00 per hour

Expected hours: 20.0 – 25.0 per week

Benefits:

401(k)
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in worcester ma

Client Relations Associate (Part-Time)

Front Desk/Client Service Associate

Client Service Associate

Senior Client Service Associate

Senior Associate Attorney

Warehouse Associate

Tax Associate

Office Assistant

Associate General Dentist

Service Concierge - Natick, MA

Customer Care Associate

Associate Veterinarian 4-Day Work Week | $175,000+ Earning Potential | Private Practice [3555]

Production Associate

GUEST SERVICE ASSOCIATE

Retail Commission Sales Associate - Fine Jewelry, Solomon Pond

Business Development Associate - Barre, MA

Retail Scan Associate (Shrewsbury, MA 01545)

Retail Sales Associate

Research Associate

Personal Trainer / Front Desk Associate.

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

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