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Client Associate Jobs in Baltimore, MD (NOW HIRING)

TEKsystems

Client Processing Associate

Owings Mills, MD

$19.50/hr

Client Processing Associate - Launch Your Career in Financial Services! Location: Corporate office in Owings Mills, MD, 21117 Pay: $19.50/hr (paid weekly) Industry: Financial Services / Investment ...

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PNC Bank

Client Service Associate

Baltimore, MD · On-site

$57K - $96K/yr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Morgan Stanley

Client Service Associate

Baltimore, MD · On-site

$34K - $90K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Baltimore, MD · On-site

$34K - $90K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

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All JobsClient Associate JobsClient Associate Jobs in Baltimore, MD

Client Associate information

See Baltimore, MD salary details

$18.4K

$50.6K

$75K

How much do client associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client associate in Baltimore, MD is $50,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $61,600.00 per year, depending on experience, location, and employer.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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

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 Baltimore, MD? The most popular types of Client jobs in Baltimore, MD are:
What are popular job titles related to Client Associate jobs in Baltimore, MD? For Client Associate jobs in Baltimore, MD, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Baltimore, MD look for? The top searched job categories for Client Associate jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Client Associate jobs? Cities near Baltimore, MD with the most Client Associate job openings:
Client Associate jobs near you

Client Relations Associate

DreamCrafters Management

Columbia, MD • On-site

$39K - $48K/yr

Other

Posted 28 days ago

Job description

Dreamcrafters Management Client Relations Associate

Here at Dreamcrafters Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and exceptional customer service. As a growing leader in the business consulting industry, we offer hands-on, personalized care for our customers that focuses on innovative solutions that really make a difference for our clients and our customers. Our client relations, sales, and customer service methods are unique and reflect the dynamic team that we've built over the years. It is through our approach to client relations and customer care that we have been able to grow our operations and our client's customer base steadily over the past year, and we are now looking to bring new Client Relations Associates on board to continue this growth!

Client Relations Associate Role

As a Client Relations Associate, you will be the first point of contact between Dreamcrafters Management and potential customers. You will be responsible for ensuring that their needs are met and their expectations are exceeded when it comes to the level of personalized sales and customer service support that we offer. The Client Relations Associate role involves building lasting relationships, providing excellent sales and customer service, and advocating for client and customer interests.

Key Responsibilities

Key Responsibilities of a Client Relations Associate:

  • Assist in the management of existing accounts as well as the acquisition of potential customers in a manner that serves all parties' interests
  • Serve as the primary point of contact for customers, responding to inquiries and concerns promptly and professionally whether through phone, email, or in person visits
  • Facilitate communication between customers and client technicians, ensuring that activation processes run smoothly and beneficially for all parties
  • Advocate for the interests of the client regarding sales goals and customer satisfaction metrics while providing customers with personalized and efficacious customer service
  • Abide by all compliance policies set forth by the client while handling sensitive customer information, ensuring all interactions meet legal regulatory and privacy requirements
  • Participate in the training of junior Client Relations Associates in all of the above responsibilities, demonstrating strong leadership potential
Qualifications

Qualifications of a Client Relations Associate:

  • Previous experience in client relations, sales and/or customer service capacities is a plus
  • Personable, able to work well with others and communicate effectively
  • Highly-driven and growth-oriented individuals with a passion for customer care
  • Ability to think quickly and offer effective solutions on the spot
  • Proactive, able to take initiative and act independently when necessary

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