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Associate Client Manager Jobs in Maryland (NOW HIRING)

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.

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Client Services Associate

Bethesda, MD · On-site

$62K - $75K/yr

We offer investment management and financial advice to institutional and high net worth clients ... Proficiency in Microsoft Office and previous experience in client servicing and operations at a ...

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We offer investment management and financial advice to institutional and high net worth clients ... Proficiency in Microsoft Office and previous experience in client servicing and operations at a ...

... Registered Client Associate to: • maintain client information and ongoing due diligence ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

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Associate Client Manager information

See Maryland salary details

$11

$24

$48

How much do associate client manager jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for associate client manager in Maryland is $24.67, according to ZipRecruiter salary data. Most workers in this role earn between $16.78 and $28.94 per hour, depending on experience, location, and employer.

What does an associate client manager do?

An Associate Client Manager is responsible for supporting senior client managers in maintaining and growing relationships with clients. They assist with project management, client communications, and the delivery of products or services to ensure client satisfaction. Their role often includes data analysis, preparing reports, coordinating with internal teams, and addressing client needs or concerns. This position serves as a key link between the client and the company, helping to ensure smooth operations and the successful execution of client projects.

How does an associate client manager typically collaborate with internal teams to meet client needs?

As an Associate Client Manager, you'll work closely with cross-functional teams such as sales, marketing, product development, and customer support to ensure client objectives are met. This role often involves coordinating meetings, sharing client feedback, and aligning internal resources to deliver tailored solutions. Effective communication and organizational skills are key, as you'll act as the main point of contact between clients and your company, ensuring that all stakeholders are informed and engaged throughout project lifecycles.

What are the key skills and qualifications needed to thrive as an associate client manager, and why are they important?

To thrive as an Associate Client Manager, you need strong analytical skills, a solid understanding of client relationship management, and preferably a degree in business, marketing, or a related field. Familiarity with CRM software, data analysis tools such as Excel or Tableau, and project management systems is typically required. Exceptional communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These competencies are vital for fostering client satisfaction, driving business growth, and ensuring seamless project execution.

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

AspectAssociate Client ManagerClient Manager
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, extensive experience in client management
Work EnvironmentSupportive team, entry to mid-level client interactionsLeadership role, direct client engagement, strategic planning
Employer & Industry UsageFinancial services, marketing, consulting firmsFinancial institutions, advertising agencies, consulting firms
Common Search & ComparisonEntry to mid-level client support rolesSenior client relationship management

The Associate Client Manager typically handles support tasks and assists in client interactions, often requiring a bachelor's degree and relevant certifications. The Client Manager role involves more direct client engagement, strategic planning, and leadership responsibilities. While both roles are vital in client-facing industries, the Associate Client Manager is an entry to mid-level position, whereas the Client Manager is more senior and strategic.

What cities in Maryland are hiring for Associate Client Manager jobs?

Cities in Maryland with the most Associate Client Manager job openings:

Infographic showing various Associate Client Manager job openings in Maryland as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $51,305 per year, or $24.7 per hour.

Wealth Management Client Associate

Bank of America

Frederick, MD • On-site

$25 - $44/hr

Full-time

PTO

Re-posted 3 days ago


Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 533 frontline employees who took The Breakroom Quiz

52nd of 174 rated banks


Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills
  • Internal employees who are currently working from home ae still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - MD - Frederick - 30 W PATRICK ST (MD7030)
Pay and benefits information
Pay range
$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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