Client Associate Jobs in Massachusetts
Client associate jobs in Massachusetts concentrate heavily in wealth management, financial services, and institutional brokerage, with demand at every level from recent graduates to senior relationship-support professionals. Boston, Worcester, and Cambridge are the largest hiring markets, anchored by firms like Fidelity Investments, State Street, and Edward Jones, which maintain substantial Massachusetts footprints. The most in-demand specialties are portfolio support, high-net-worth client servicing, and retirement plan administration. See the openings below and apply to the ones that match your experience.
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Showing 5 of 36+ Client Associate jobs
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!Key Responsibilities
- Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
- Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Required Qualifications
- Bachelors degree or equivalent
- 3 - 5 years Relevant Experience Required
- Series 7 or ability to obtain within 150 days
- State securities agent registration (S63 or S66) or ability to obtain within 150 days
- State IAR registration (S65 or S66) or ability to obtain within 150 days
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
- Experience working in a client service environment.
- Detail orientated, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process
Base Pay Salary
The estimated base salary for this role is $ 64,100-88,100 year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!Key Responsibilities
- Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
- Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Required Qualifications
- Bachelors degree or equivalent
- 3 - 5 years Relevant Experience Required
- Series 7 or ability to obtain within 150 days
- State securities agent registration (S63 or S66) or ability to obtain within 150 days
- State IAR registration (S65 or S66) or ability to obtain within 150 days
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
- Experience working in a client service environment.
- Detail orientated, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process
Base Pay Salary
The estimated base salary for this role is $ 64,100-88,100 year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
See All 36 Client Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Client Associate Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
What Massachusetts Employers Look For
The qualifications that appear most often in client associate jobs across Massachusetts.
- FINRA Series 7 or Series 63 license, or willingness to obtain within a defined period
- Bachelor's degree in finance, business, economics, or a closely related field
- One to three years of experience in financial services or client-facing support roles
- Proficiency with CRM platforms such as Salesforce and portfolio management systems
- Strong written and verbal communication skills for direct client and advisor interaction
- Demonstrated ability to manage multiple client accounts and deadlines simultaneously
Client Associate Jobs in Massachusetts: Frequently Asked Questions
How do you become a client associate in Massachusetts?
Most client associate roles in Massachusetts require a bachelor's degree in finance, business, or economics, combined with FINRA licensing. Employers typically expect candidates to hold or obtain a Series 7 and Series 63 license, both administered through FINRA and requiring a sponsoring employer. Massachusetts does not impose a separate state-level securities registration beyond federal FINRA requirements, so obtaining employer-sponsored FINRA credentials is the concrete first step toward qualifying for most positions.
Which companies hire client associates in Massachusetts?
Employers hiring client associates in Massachusetts right now include Bank of America, RBC, and UBS, based on current listings on Migrate Mate as of August 2026. Massachusetts's deep concentration of asset managers, regional banks, and independent advisory firms means consistent demand across both large institutions and boutique wealth management practices throughout the Greater Boston area.
Which Massachusetts cities have the most client associate jobs?
Boston, Cambridge, and Framingham account for the largest share of client associate openings in Massachusetts. Boston drives the majority of postings given its status as one of the country's leading financial services centers, home to major asset managers and brokerage operations, while Worcester and Cambridge contribute openings tied to regional banks, university-affiliated endowment offices, and growing fintech and advisory firms.
Are there remote client associate jobs in Massachusetts?
Yes, but they are less common than in purely analytical roles, since client associate work often involves direct advisor support and in-office client interaction. About 60% of client associate openings tied to Massachusetts are remote or hybrid as of August 2026, with hybrid arrangements more prevalent than fully remote. The portions of the role most suited to remote work include client communication, account documentation, and CRM management.
How can I get hired as a client associate in Massachusetts with little or no experience?
The most realistic entry path is applying to financial services firms that run structured associate or new-graduate programs. Fidelity Investments and State Street both offer formal entry-level programs in Massachusetts that train candidates without prior industry experience. Lateral moves from adjacent roles such as bank teller, customer service representative, or operations analyst are common entry points. Completing a FINRA Series 63 exam before applying, even without a sponsor, signals commitment and gives candidates a meaningful edge in Massachusetts hiring.
Where can I find and apply to client associate jobs in Massachusetts?
You can find and apply to client associate jobs in Massachusetts on Migrate Mate, which lists current openings across the state. Search the listings to find roles that match your experience level and target location, then apply directly to the positions that fit.
See All 36 Client Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Client Associate Jobs