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Associate Client Advisor Jobs in Washington (NOW HIRING)

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Wells Fargo

Market Transition Consultant

Mclean, VA · Hybrid

... associates. The team provides direct support to Wells Fargo Advisors (WFA) business channels: Private Client Group [PCG], Wealth Brokerage Services [WBS], Wells Fargo Financial Network and First ...

Ameriprise Financial

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

... help our advisors and employees reach their true potential by embracing an inclusive and ... Client Service Associate to join our growing and ever evolving team in our Bethesda location. We ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Washington

Associate Client Advisor information

See Washington salary details

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$29

$51

How much do associate client advisor jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for associate client advisor in Washington is $29.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.96 and $33.75 per hour, depending on experience, location, and employer.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

How much does an associate client advisor make?

An associate client advisor typically earns between $45,000 and $65,000 annually, depending on experience, location, and the company. Entry-level positions may start lower, while experienced advisors or those with specialized skills can earn higher salaries and bonuses. Compensation often includes base salary plus performance-based incentives.

What are the key skills and qualifications needed to thrive as an Associate Client Advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

Is a client advisor a good career?

A client advisor is a professional who manages client relationships, often in financial or service industries, requiring strong communication and interpersonal skills. The role can offer opportunities for career growth, commissions, and industry certifications, but job satisfaction depends on individual preferences and work environment. It is generally considered a stable career path with potential for advancement.

What jobs pay 4000 a week without a degree?

An Associate Client Advisor role typically does not pay $4,000 a week without a degree; however, high-earning sales positions, such as financial or real estate sales agents, can reach that level through commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but not necessarily a formal degree.
What cities in Washington are hiring for Associate Client Advisor jobs? Cities in Washington with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you
Client Service Associate

Client Service Associate

Choreo

Potomac, MD • On-site

$15 - $20.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 12 days ago

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
This position will join the Potomac, MD office at Choreo and will assist advisors and other team members in an administrative capacity to serve a client base consisting of high-net-worth families and business owners.
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience. The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management.
This role operates within a team-based service environment, supporting a shared client base rather than a single advisor. The Client Service Associate is responsible for triaging incoming requests, coordinating workflows across the team, and ensuring consistent, high-quality client service delivery.
Primary Responsibilities
  • Support client service delivery through a team-based model, engaging directly with clients and advisors as part of a shared service team
  • Coordinate client service workflows across advisors, operations, clients, and other team members to ensure timely and accurate resolution
  • Communicate with clients via telephone, email, and in-person to ensure requests are met in a timely and professional manner
  • Schedule and support client review meetings between clients and advisors, including preparation of materials and coordination across stakeholders
  • Monitor client account activity to support proactive communication and follow-up with clients
  • Partner with Operations by submitting and tracking client requests (RMD's, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.) to completion, ensuring a seamless client experience
  • Consistently follow procedures to maintain compliance and quality standards
  • Work effectively as part of a team

Secondary Responsibilities
  • Assist with multiple client- and practice-related projects simultaneously in a fast-paced environment
  • Support team-level workflow management, including prioritization, tracking, and follow-up of service requestes
  • Obtain and organize confidential client records
  • Maintain and update CRM systems to ensure accurate client data, interaction tracking, and pipeline visibility
  • Prepare & facilitate reports for client review meetings and quarterly client reports
  • Collaborate with advisors, operations, and support teams to ensure client needs and objectives are accurately met
  • Assist with onboarding new clients to facilitate a positive client experience, including technology enablement & training and document collection & sharing

Basic Qualifications
  • Strong communication skills for working with clients and team members
  • 2-year degree in a financial planning-related field (business, tax, finance, or accounting) or equivalent work experience
  • Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry
  • Strong attention to detail, accuracy, and problem-solving
  • Acceptable compliance record in prior position(s)
  • Ability to work efficiently, effectively, and independently in order to see projects through to completion
  • High proficiency in the Microsoft Office suite, including Outlook, Excel, and PowerPoint

Preferred Qualifications
  • Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools
  • Working knowledge of custodian processes, particularly Charles Schwab and Fidelity
  • Basic knowledge of investments
  • Advanced experience with Microsoft Office
  • Excellent verbal and written communication skills
  • Demonstrated client service skills
  • Strong mathematical and analytical skills
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
  • Self-motivated, strong work ethic and possess a sense of urgency
  • Strong ethical and professional standards and proven capacity to handle sensitive and confidential material in a responsible manner
  • Flexibility, adaptability, and strong team orientation

Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

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