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 64+ Client Associate jobs
TravisMathew is a premium apparel brand that exists because we seized an opportunity—and we’re inviting you to take yours. Back in 2007, we saw there weren’t many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
ROLES AND RESPONSIBILITIES
- Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service
- Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals
- Maintain in-depth knowledge of apparel each season, including fit, fabric and intended use of the line
- Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business
- Adhere to client service standards and company policies and procedures
- Foster a friendly, open and inviting environment for all in-store guests
- Foster a work environment focused on teamwork and productivity
- Maintain store cleanliness and organization, including front of house and stock space
- undefined
TECHNICAL COMPETENCIES (Knowledge, Skills & Abilities)
- Proficient in Microsoft Applications
- Proficient in point-of-sale (POS) systems
- Strong written and verbal communication skills
- Ability to make decisions independently, or escalate when applicable
- Ability to work non-traditional hours; weekends, evenings and holidays
EDUCATION AND EXPERIENCE
- Minimum 1-year experience in a client services related capacity
PHYSICAL REQUIREMENTS / WORK ENVIRONMENT (if applicable)
- Work is performed in a retail environment / store
- Walk, sit, stand, bend, reach and move continually during working hours
If your experience is close to what we're looking for, please consider applying! Experience comes in many forms – skills are transferable, and passion goes a long way. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
TravisMathew is an Equal Employment Opportunity
TravisMathew is a premium apparel brand that exists because we seized an opportunity—and we’re inviting you to take yours. Back in 2007, we saw there weren’t many companies whose clothing bridged the gap between performance and lifestyle, so we created our own. Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew.
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
ROLES AND RESPONSIBILITIES
- Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service
- Connect with in-store clients and develop and retain a following of repeat clients to drive individual sales goals
- Maintain in-depth knowledge of apparel each season, including fit, fabric and intended use of the line
- Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business
- Adhere to client service standards and company policies and procedures
- Foster a friendly, open and inviting environment for all in-store guests
- Foster a work environment focused on teamwork and productivity
- Maintain store cleanliness and organization, including front of house and stock space
- undefined
TECHNICAL COMPETENCIES (Knowledge, Skills & Abilities)
- Proficient in Microsoft Applications
- Proficient in point-of-sale (POS) systems
- Strong written and verbal communication skills
- Ability to make decisions independently, or escalate when applicable
- Ability to work non-traditional hours; weekends, evenings and holidays
EDUCATION AND EXPERIENCE
- Minimum 1-year experience in a client services related capacity
PHYSICAL REQUIREMENTS / WORK ENVIRONMENT (if applicable)
- Work is performed in a retail environment / store
- Walk, sit, stand, bend, reach and move continually during working hours
If your experience is close to what we're looking for, please consider applying! Experience comes in many forms – skills are transferable, and passion goes a long way. We know that diversity makes for the best problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
TravisMathew is an Equal Employment Opportunity
See All 64 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
- Jackson Hewitt10
- UBS4
- Guidepoint3
- State Street3
- Cambridge Associates3
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
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 Jackson Hewitt, UBS, and Guidepoint, based on current listings on Migrate Mate as of November 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, Quincy, and Worcester 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 65% of client associate openings tied to Massachusetts are remote or hybrid as of November 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 64 Client Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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