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Associate Financial Services Jobs in Washington (NOW HIRING)

Alvarez & Marsal

Senior Associate, FP&A

Washington, DC · On-site

$123K - $168K/yr

The Team The Senior Associate, FP&A, Federal Practice is a hands-on finance professional ... Services (PSS). Reporting to the Federal Chief Administrative Officer, this role supports the ...

Range

Senior Financial Planning Associate

Mclean, VA · On-site

Comfort with financial services technology and an appetite to learn new tools * Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management Benefits

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Associate Financial Services information

See Washington salary details

$15

$36

$76

How much do associate financial services jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for associate financial services in Washington is $36.20, according to ZipRecruiter salary data. Most workers in this role earn between $23.41 and $38.94 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Washington?

The most popular types of Financial Services jobs in Washington are:

What cities in Washington are hiring for Associate Financial Services jobs?

Cities in Washington with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $75,297 per year, or $36.2 per hour.

Specialist III, Student Financial Services

Community College of Baltimore County

Catonsville, MD

$42K - $70K/yr

Full-time

Re-posted 20 days ago

Community College Of Baltimore County rating

8.8

Company rating: 8.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

47th of 630 rated colleges and universities

Job description

Class Description The position assists with the efficient operation of the Student Financial Services office, in collaboration with Business Services and Planning, Research, & Evaluation offices, to utilize data analytics on student account balances to improve communications and outreach about student balances by providing accurate analysis of student accounts through interaction with students and the college community. Minimum Requirements High School diploma/GED and 4 years full-time customer service and/or student account management experience or Associate degree and two (2) years of similar experience required. Must have proven excellent customer service skills and experience in a business working environment with customers using phone, email and in person communications.

Must have experience using Microsoft Office applications and utilize Excel and PowerBI at the intermediate level to facilitate reporting and outreach. Must complete and pass Microsoft testing modules which includes Word and Excel. Candidates with proof of current Microsoft Office Expert Specialist Certification do not need to test.

Experience working in Higher Education and student record keeping systems preferred Must be able to work overtime, some weekends, during peak periods and fill in for absences as needed. May have a regular work schedule which differs from a typical Monday through Friday, 8:30 - 4:30 schedule. Driver's License required.

Must be able to travel between campuses. Class Specific Essential Duties When speaking with students, faculty, staff, business partners and referring agencies/organizations, by phone, in person or email, the Student Specialist III, Student Account Outreach position must: 1. Monitor and update Banner, PowerBI and Excel reports.

2. Utilize data analytics and PowerBI dashboards to address routine student/parent inquiries regarding student balances, financial aid, and tuition & fee billing. 3.

Facilitate outreach and call campaigns, maintain student finance calendars, and schedule appointments with students both virtually and in person. 4. Demonstrate consistent courtesy, tact, professionalism, and possess strong customer service skills when communicating with students and college constituents.

5. Share knowledge of state and federal regulations and communicate with students utilizing Banner and customer relationships management system on balances due, pay plan options, scholarships, and other financial aid opportunities. 6.

Serve as point of contact over the phone for peer departments, and in person and online through customer relationship management system for students and parents. 7. Coordinate information flow and knowledge sharing across departments that help staff make informed decisions and increase levels of customer service.

8. Utilize intermediate Microsoft Excel skills and PowerBI platform to assist with managing student accounts.

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