ZipRecruiter

Log In

1

Client Associate Jobs in Baltimore, MD (NOW HIRING)

PNC Bank

Client Service Associate

Baltimore, MD

$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 ...

Cooperidge Consulting Firm

Client Service Associate

Towson, MD · On-site

$14 - $19.25/hr

Cooperidge Consulting Firm is seeking a Client Service Associate for a top Boutique RIA (Registered Investment Advisor) in Towson, MD. This critical operational role manages the full client lifecycle ...

next page

Showing results 1-20

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 Jun 11, 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 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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

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 client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

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
Infographic showing various Client Associate job openings in Baltimore, MD as of June 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,640 per year, or $24.3 per hour.
Private Client Relationship Associate

Private Client Relationship Associate

Brown Advisory

Baltimore, MD • On-site

$39K - $49K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 15 days ago

Job description

Company Overview


Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.

The primary duties and responsibilities include but are not limited to:

  • Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.

  • Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.

  • Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.

  • Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.

  • Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.

  • Maintain CRM records for clients and prospects.

  • Complete ad hoc client-related projects as needed.


Qualifications:

  • Bachelor's degree required

  • 1+ years financial industry or client service experience preferred

  • Experience with trust administration and/or client account documentation a plus

  • Proficiency with M.S. Office suite including Excel, Word & PowerPoint

  • Strong quantitative, analytical, and interpersonal skills

  • Highly organized work style; detail-oriented and accurate

  • Ability to multi-task and adapt to changing priorities to meet client demands

  • Collaborative team-player; self-motivated with a strong work ethic

  • Demonstrates tact, discretion and good judgement in handling sensitive and confidential information

  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency

  • Exhibits excellent communication skills, both verbal and written

  • Eager to contribute and learn, ask questions and provide solutions

  • Ability to work in the Baltimore office location

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Salary: $60k - $75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).

Benefits


At Brown Advisory we offer a competitive compensation package, including full benefits.
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Apply