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.
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À TELUS Santé, nous donnons à chacun les moyens de vivre plus sainement. Guidés par notre vision, nous exploitons la puissance de notre technologie de pointe et misons sur l’unicité des personnes pour créer le futur de la santé. En tant que chef de file mondial des services de santé et de bien-être – englobant la santé physique, mentale et financière – TELUS Santé améliore les résultats en matière de santé pour les consommateurs, les patients, les professionnels de la santé, les employeurs et les employés.
Join our team and what we’ll accomplish togetherTELUS Health (US) Benefits Administration and Operations brings specialized expertise and innovative solutions to benefits administration, data management, and comprehensive client support. Our purpose is to streamline complex benefits processes through sophisticated database management and technical excellence, allowing organizations to deliver seamless benefits experiences while we handle the intricate technical and administrative complexities.
We are a customer-first, collaboration-focused team that thrives on working together to solve complex challenges, putting our clients at the center of everything we do while actively fostering new ideas, new ways of thinking, and new ways of doing things. We embrace efficiency and process improvements through Six Sigma methodologies, always seeking innovation and continuous improvement in how we deliver exceptional service.
Why join this team?
- Variety & Impact: You won’t be stuck in a repetitive loop. You’ll handle the pension process "from soup to nuts," dealing with call center inquiries, complex calculations and direct client interaction.
- Intellectual Challenge: While basic tasks are automated or handled by partners, this role focuses on the "heavy lifting"; the complex, high-level calculations that require real analytical skill.
- Flexibility: A remote-first environment with a supportive leader who values autonomy and a positive outlook.
We are seeking a mathematically-driven Client Service Analyst II to join our DB Large Market team. This is not a typical administrative role; it is a technical position requiring a high aptitude for complex pension calculations and the ability to navigate intricate financial data. The ideal candidate is a problem-solver who enjoys variety; moving from internal calculations to client interactions and special projects.
Here’s the impact you’ll make and what we’ll accomplish together
- Respond to plan inquiries and requests from clients promptly and professionally
- Assist in calculating and processing timely payment of termination, retirement, and death benefits for simple plans
- Support the consulting team in fostering strong relationships with clients
- Help coordinate information flow between clients and trustees
- Assist in reconciling plan assets and plan memberships
- Support the preparation of year-end annual pension statements
- Assist in preparing membership and asset data for actuarial valuations
- Apply and interpret basic pension benefit calculations in accordance with plan provisions and legislative requirements
- Work with pension databases to ensure data accuracy
- Attend internal training sessions to stay updated on industry trends and topics
- Participate in client meetings and presentations to add value
- Assist with special projects as required to support team goals
You have…
- Bachelor’s Degree with a concentration in Mathematics or Actuarial Science
- Proven ability to perform complex calculations in real-time.
- A self-starter with a positive outlook and a high degree of attention to detail.
- Comfortable with ambiguity and flexible enough to float between different client projects as needed.
Nice-to-Haves
- 1–3+ years of professional experience.
- Prior experience in Pension or Benefits Administration.
- Experience within a call center environment (if paired with the required math degree).
Salary Range: $60,000.00 - 67,000.00 USD Annual
Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. We encourage all qualified candidates to apply, even if the posted salary range doesn't match your expectations. We're open to discussing competitive compensation packages tailored to your experience level and expertise.
TELUS offers rewarding benefits, which may vary per job function, such as:
- Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
- Flexibility to work in-office, virtually or a combination of both
- Generous company matched 401K
- Opportunity to give back to communities in which we work, live and serve
- Career growth and learning & development opportunities to develop your skills
- And much more…
Job Type: This is for a current vacancy
À propos de nous
Nous sommes une équipe axée sur les personnes, les clients et les objectifs, qui collabore, innove et crée des retombées positives au quotidien. Nous améliorons des vies grâce à nos solutions technologiques. Nous favorisons une culture d’innovation qui permet aux membres de l’équipe de résoudre des problèmes complexes et de produire des résultats exceptionnels sur le plan humain dans un monde numérique.
À TELUS, nous sommes fiers de notre culture qui encourage la diversité. Nous croyons foncièrement à l’importance d’adopter des pratiques équitables en matière d’emploi. Ainsi, le dossier de tous les candidats qualifiés est étudié. Pendant tout le processus de recrutement, nous tenons compte des besoins particuliers des candidats handicapés, au besoin.
Avertissement : Conformément à la Politique de sécurité des centres de données de TELUS Santé, tout membre de l’équipe susceptible de travailler dans un centre de données ou d’avoir accès à des renseignements détaillés sur les technologies de service client peut faire l’objet d’une enquête de sécurité auprès du gouvernement du Canada.
Remarque aux candidats du Québec : si la connaissance de l’anglais est requise, c’est parce que le/la membre d'équipe qui occupera ce poste sera appelé(e), sur une base régulière, à interagir en anglais avec des parties externes ou internes ou encore à travailler dans un environnement informatique anglais dans le cadre de ses tâches.
En déposant votre candidature pour ce rôle, vous comprenez et acceptez que vos informations seront partagées avec l'(les) équipe(s) d'acquisition de talents du groupe de sociétés TELUS et/ou tout gestionnaire impliqué dans le processus de sélection.
À TELUS Santé, nous donnons à chacun les moyens de vivre plus sainement. Guidés par notre vision, nous exploitons la puissance de notre technologie de pointe et misons sur l’unicité des personnes pour créer le futur de la santé. En tant que chef de file mondial des services de santé et de bien-être – englobant la santé physique, mentale et financière – TELUS Santé améliore les résultats en matière de santé pour les consommateurs, les patients, les professionnels de la santé, les employeurs et les employés.
Join our team and what we’ll accomplish togetherTELUS Health (US) Benefits Administration and Operations brings specialized expertise and innovative solutions to benefits administration, data management, and comprehensive client support. Our purpose is to streamline complex benefits processes through sophisticated database management and technical excellence, allowing organizations to deliver seamless benefits experiences while we handle the intricate technical and administrative complexities.
We are a customer-first, collaboration-focused team that thrives on working together to solve complex challenges, putting our clients at the center of everything we do while actively fostering new ideas, new ways of thinking, and new ways of doing things. We embrace efficiency and process improvements through Six Sigma methodologies, always seeking innovation and continuous improvement in how we deliver exceptional service.
Why join this team?
- Variety & Impact: You won’t be stuck in a repetitive loop. You’ll handle the pension process "from soup to nuts," dealing with call center inquiries, complex calculations and direct client interaction.
- Intellectual Challenge: While basic tasks are automated or handled by partners, this role focuses on the "heavy lifting"; the complex, high-level calculations that require real analytical skill.
- Flexibility: A remote-first environment with a supportive leader who values autonomy and a positive outlook.
We are seeking a mathematically-driven Client Service Analyst II to join our DB Large Market team. This is not a typical administrative role; it is a technical position requiring a high aptitude for complex pension calculations and the ability to navigate intricate financial data. The ideal candidate is a problem-solver who enjoys variety; moving from internal calculations to client interactions and special projects.
Here’s the impact you’ll make and what we’ll accomplish together
- Respond to plan inquiries and requests from clients promptly and professionally
- Assist in calculating and processing timely payment of termination, retirement, and death benefits for simple plans
- Support the consulting team in fostering strong relationships with clients
- Help coordinate information flow between clients and trustees
- Assist in reconciling plan assets and plan memberships
- Support the preparation of year-end annual pension statements
- Assist in preparing membership and asset data for actuarial valuations
- Apply and interpret basic pension benefit calculations in accordance with plan provisions and legislative requirements
- Work with pension databases to ensure data accuracy
- Attend internal training sessions to stay updated on industry trends and topics
- Participate in client meetings and presentations to add value
- Assist with special projects as required to support team goals
You have…
- Bachelor’s Degree with a concentration in Mathematics or Actuarial Science
- Proven ability to perform complex calculations in real-time.
- A self-starter with a positive outlook and a high degree of attention to detail.
- Comfortable with ambiguity and flexible enough to float between different client projects as needed.
Nice-to-Haves
- 1–3+ years of professional experience.
- Prior experience in Pension or Benefits Administration.
- Experience within a call center environment (if paired with the required math degree).
Salary Range: $60,000.00 - 67,000.00 USD Annual
Actual total compensation will be determined based on factors such as knowledge, skills, performance and experience. We encourage all qualified candidates to apply, even if the posted salary range doesn't match your expectations. We're open to discussing competitive compensation packages tailored to your experience level and expertise.
TELUS offers rewarding benefits, which may vary per job function, such as:
- Comprehensive total rewards package highlighting competitive salary and bonus structures, minimum 3 weeks of vacation, and flexible benefits plan to meet the needs of you and your family
- Flexibility to work in-office, virtually or a combination of both
- Generous company matched 401K
- Opportunity to give back to communities in which we work, live and serve
- Career growth and learning & development opportunities to develop your skills
- And much more…
Job Type: This is for a current vacancy
À propos de nous
Nous sommes une équipe axée sur les personnes, les clients et les objectifs, qui collabore, innove et crée des retombées positives au quotidien. Nous améliorons des vies grâce à nos solutions technologiques. Nous favorisons une culture d’innovation qui permet aux membres de l’équipe de résoudre des problèmes complexes et de produire des résultats exceptionnels sur le plan humain dans un monde numérique.
À TELUS, nous sommes fiers de notre culture qui encourage la diversité. Nous croyons foncièrement à l’importance d’adopter des pratiques équitables en matière d’emploi. Ainsi, le dossier de tous les candidats qualifiés est étudié. Pendant tout le processus de recrutement, nous tenons compte des besoins particuliers des candidats handicapés, au besoin.
Avertissement : Conformément à la Politique de sécurité des centres de données de TELUS Santé, tout membre de l’équipe susceptible de travailler dans un centre de données ou d’avoir accès à des renseignements détaillés sur les technologies de service client peut faire l’objet d’une enquête de sécurité auprès du gouvernement du Canada.
Remarque aux candidats du Québec : si la connaissance de l’anglais est requise, c’est parce que le/la membre d'équipe qui occupera ce poste sera appelé(e), sur une base régulière, à interagir en anglais avec des parties externes ou internes ou encore à travailler dans un environnement informatique anglais dans le cadre de ses tâches.
En déposant votre candidature pour ce rôle, vous comprenez et acceptez que vos informations seront partagées avec l'(les) équipe(s) d'acquisition de talents du groupe de sociétés TELUS et/ou tout gestionnaire impliqué dans le processus de sélection.
See All 50 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
- Insurance
- Staffing & Recruiting
- Animal Care & Pet Services
- Banking & Financial 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 Gallagher, Banfield Pet Hospital, and BNY, per current listings on Migrate Mate as of September 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, Framingham, 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 70% of client service associate openings tied to Massachusetts are remote or hybrid as of September 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 50 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