Client Service Associate Jobs in Massachusetts
Client Service Associate jobs in Massachusetts are concentrated in the financial services, wealth management, and insurance sectors, with demand at every level from entry-level operations support to senior relationship management roles. Boston, Worcester, and Springfield anchor most of the hiring, and firms with deep Massachusetts roots such as Fidelity Investments, MassMutual, and State Street are among the most consistent employers. Securities licensing support, retirement plan administration, and high-net-worth client servicing are the most in-demand specialties across the state. Find a role that fits below and apply directly.
Find Client Service Associate JobsOverview
Showing 5 of 52+ Client Service Associate jobs
Who we are looking for
Manage a Client Service team to support OCIO growth in the industry by connecting institutional client needs with service excellence and operational execution
Why this role is important to us
You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
- Lead Client Service Team focused but not limited to the emerging OCIO business across Asset Owners.
- Serve as a representative to orchestrate services that State Street provides for the clients, consultants, OCIO’s
- Position State Street’s client service and operational models as best in class.
- Represent State Street in this important growing industry segment by leading projects, client meetings and presentations
- Partner with SSIM and Markets to expand One State Street initiatives through service excellence
- Manage a team of professionals focused on client service and success in support of customers
- Drive adoption of technology to apply scale to servicing model for all asset owners and provide feedback on nuances for OCIO
- Partner across operations and technology relationship and consultant management to deliver integrated solutions from conversion to day to day.
- Standardize models and processes to gain scale and efficiencies
- Support evolution of Service Teams toward structured end state
- Support client service presence in new-business opportunities and deepen strategic client relationships.
What we value
These skills will help you succeed in this role
- Institutional operational expertise , particularly OCIO, asset allocation, portfolio construction and risk
- State Street institutional and structural knowledge preferred
- Strong Asset Owner knowledge , including pensions and other complex institutional investor structures.
- Strong communication and executive presence , including presenting to executives internally and externally
- Commercial and business-development skills to originate opportunities and grow strategic relationships.
- Solution-development capability to translate client needs into customized, outcome-oriented solutions.
- Cross-functional leadership across investments, client service, operations, technology and risk.
- Identify and Manage Risks for State Street and complete documentation accordingly
Education & Preferred Qualifications
Bachelors degree
Salary Range:
$170,000 - $267,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Who we are looking for
Manage a Client Service team to support OCIO growth in the industry by connecting institutional client needs with service excellence and operational execution
Why this role is important to us
You will be joining the Institutional Services function that allows us to deliver a comprehensive, holistic approach to each client relationship — for asset managers and asset owners, insurance companies, and official institutions globally. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.
Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.
What you will be responsible for
- Lead Client Service Team focused but not limited to the emerging OCIO business across Asset Owners.
- Serve as a representative to orchestrate services that State Street provides for the clients, consultants, OCIO’s
- Position State Street’s client service and operational models as best in class.
- Represent State Street in this important growing industry segment by leading projects, client meetings and presentations
- Partner with SSIM and Markets to expand One State Street initiatives through service excellence
- Manage a team of professionals focused on client service and success in support of customers
- Drive adoption of technology to apply scale to servicing model for all asset owners and provide feedback on nuances for OCIO
- Partner across operations and technology relationship and consultant management to deliver integrated solutions from conversion to day to day.
- Standardize models and processes to gain scale and efficiencies
- Support evolution of Service Teams toward structured end state
- Support client service presence in new-business opportunities and deepen strategic client relationships.
What we value
These skills will help you succeed in this role
- Institutional operational expertise , particularly OCIO, asset allocation, portfolio construction and risk
- State Street institutional and structural knowledge preferred
- Strong Asset Owner knowledge , including pensions and other complex institutional investor structures.
- Strong communication and executive presence , including presenting to executives internally and externally
- Commercial and business-development skills to originate opportunities and grow strategic relationships.
- Solution-development capability to translate client needs into customized, outcome-oriented solutions.
- Cross-functional leadership across investments, client service, operations, technology and risk.
- Identify and Manage Risks for State Street and complete documentation accordingly
Education & Preferred Qualifications
Bachelors degree
Salary Range:
$170,000 - $267,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
See All 52 Client Service Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Client Service Associate Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
What Massachusetts Employers Look For
The qualifications that appear most often in client service associate jobs across Massachusetts.
- FINRA Series 7 or Series 66 license preferred or required for securities-related roles
- Bachelor's degree in finance, business, or a related field strongly preferred
- One to three years of client-facing experience in financial services or banking
- Proficiency with CRM platforms and Microsoft Office, particularly Excel
- Strong written and verbal communication skills for direct client interaction
- Demonstrated ability to manage multiple client accounts and meet service deadlines
Client Service Associate Jobs in Massachusetts: Frequently Asked Questions
How do you become a client service associate in Massachusetts?
Most Massachusetts employers hire candidates with a bachelor's degree in finance, business, or a related field alongside some client-facing experience. For roles at broker-dealers or registered investment advisers, you will typically need to obtain FINRA licensing, most commonly the Series 7 and Series 66, which require employer sponsorship to sit for the exams. Entry-level positions often allow you to study for and complete licensing after you are hired.
Which companies hire client service associates in Massachusetts?
Companies currently hiring client service associates in Massachusetts include Banfield Pet Hospital, BNY, and Gallagher, per current listings on Migrate Mate as of November 2026. Massachusetts's deep concentration of financial services firms, insurance companies, and asset managers means demand for this role stays active throughout the year.
Which Massachusetts cities have the most client service associate jobs?
Boston, Newton, and Quincy have the most client service associate openings in Massachusetts. Boston drives the largest share of listings given its density of asset managers, bank headquarters, and insurance carriers, while Worcester and Springfield reflect strong regional financial institutions and insurance company campuses that maintain significant support staff outside the core metro.
Are there remote client service associate jobs in Massachusetts?
Yes, and more than many financial roles, because much of the work involves phone, email, and platform-based client communication rather than in-person meetings. About 75% of client service associate openings tied to Massachusetts are remote or hybrid as of November 2026, with fully remote positions most common in retirement plan administration and brokerage account servicing roles that do not require branch presence.
How can I get hired as a client service associate in Massachusetts with little or no experience?
The most realistic entry path is applying to associate or client operations roles at Massachusetts-based financial services firms that sponsor FINRA licensing for new hires. Fidelity Investments and State Street both run structured new-associate programs in the Boston area that accept candidates without prior financial services experience. Lateral moves from bank teller, customer service representative, or administrative coordinator roles at local institutions are common stepping stones, and completing an introductory FINRA exam prep course before applying strengthens any application significantly.
Where can I find and apply to client service associate jobs in Massachusetts?
You can find and apply to client service associate jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings across financial services, insurance, and wealth management employers. Find roles that fit your experience and apply directly to the ones that match.
See All 52 Client Service Associate Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Client Service Associate Jobs