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Client Associate Jobs in Maryland (NOW HIRING)

Pathstone

Associate, Client Transitions

Potomac, MD · On-site

The Client Transitions Associate plays a central role in ensuring these moments are handled with clarity, precision, empathy, and forward momentum. This role is for someone who takes pride in doing ...

New

Ultimate LLC

Client Development Associate

Rockville, MD · On-site

$60K - $65K/yr

Client Development Associate (Hybrid) - Rockville, MD Base Salary: $60,000-$65,000 + Bonus Location: Rockville, MD Schedule: Hybrid after training is complete About the Opportunity Our client is a ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Maryland

Client Associate information

See Maryland salary details

$18K

$49.5K

$73.3K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Maryland is $49,463.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $60,200.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Maryland? The most popular types of Client jobs in Maryland are:
What are popular job titles related to Client Associate jobs in Maryland? For Client Associate jobs in Maryland, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Maryland look for? The top searched job categories for Client Associate jobs in Maryland are:
What cities in Maryland are hiring for Client Associate jobs? Cities in Maryland with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in MD? For Client Associate jobs in MD, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Maryland as of August 2026, with employment types broken down into 75% Full Time, 21% Part Time, and 4% Contract. Highlights an 90% In-person, 6% Hybrid, and 4% Remote job distribution, with an average salary of $49,463 per year, or $23.8 per hour.

Private Client Associate - Hunt Valley, MD

Janney Montgomery Scott

Hunt Valley, MD • On-site

$60K - $80K/yr

Other

Medical, Dental, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors ("FAs") to enhance and grow their business. You will be responsible for all client related operational activities. These include such items as opening new accounts, processing money movement transactions, facilitating account transfers and updating account information.
What you are good at:

  • Customer Service - Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
  • Communication -Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with
  • Initiative-Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
  • Building Relationships - Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
What you have:
Requirements:
  • High School diploma
  • Prior office experience preferred but not required
  • Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

The compensation package for this position consists of a base salary, (with eligibility for an annual bonus/commissions if applicable) as well as eligibility to participate in all company benefits offered by Janney to full-time employees including health, dental, medical coverage, disability income protection, life insurance, PTO/vacation, holidays, and 401(k). The salary range for this position will be $60,000 to $80,000. Total compensation packages at Janney are based on experience, skills, credentials, and geographical location, of each specific candidate.
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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