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Client Associate Jobs in Baltimore, MD (NOW HIRING)

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 ...

Jackson Hewitt

Client Service Associate

Annapolis, MD

$14.25 - $19.75/hr

Seasonal Client Service Associate At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with ...

Ram Supply Company

Client Success Associate

Baltimore, MD · On-site

$22 - $25/hr

You will also assist a client service team with many responsibilities. This position is for you if ... College coursework or an associate degree preferred, which may be substituted with 2-4 years of ...

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 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.

Client Service Associate

Cooperidge Consulting Firm

Towson, MD • On-site

$14 - $19.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

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, from sophisticated onboarding and account opening to complex service requests and office operations. Working within a warm, collaborative, and close-knit team, the Associate ensures that brokerage accounts, 529 plans, and annuities are established and funded with 100% accuracy. The ideal candidate is a "fintech-savvy" professional who thrives in a small-office environment and is passionate about process improvement and high-touch client advocacy.
Job Responsibilities

  • Client Onboarding: Direct the full intake process, including distributing and tracking forms, verifying information, and ensuring accounts are properly transferred and funded.
  • Account Management: Open new brokerage accounts, 529 plans, and annuities; set up online portal access and confirm delivery of all regulatory notices.
  • Service & Support: Coordinate beneficiary updates, address changes, and asset movements; troubleshoot client portal issues and manage all service items to completion.
  • Technical Operations: Maintain and update client data within CRM and portfolio systems; work directly with custodians, broker-dealers, and insurance carriers to resolve complex issues.
  • Practice Optimization: Implement and document office procedures; oversee client billing reconciliation and ensure billing accuracy with the broker-dealer.
  • Compliance Support: Manage advisor licensing and registration processes and serve as the primary point of contact for broker-dealer audits.
  • Advisory Partnership: Partner closely with advisors to ensure timely follow-ups and provide administrative backup as needed to maintain high service standards.

Requirements

Education
  • Bachelor’s degree preferred, ideally in Finance or a related business field.
Experience
  • Minimum of three (3) to five (5) years of RIA or broker-dealer operations experience within a financial advisory practice.
  • Proven experience in account opening, asset transfers, and distribution processing.
  • Experience working in a small-office environment is highly preferred.
Skills & Technology
  • Fintech Proficiency: Familiarity with platforms such as Wealthscape, Redtail, eMoney, PreciseFP, and Albridge is ideal.
  • Technical: Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe PDF editing tools.
  • Attributes: High ethical standards, strong problem-solving mindset, and a commitment to absolute confidentiality.
  • Soft Skills: Personable, collaborative, and intellectually curious with a focus on continuous growth.

Benefits

  • Comprehensive health, vision, and dental insurance plans
  • Life insurance coverage
  • 401(k) retirement plan with company matching contributions
  • Paid time off including vacation, sick leave, and holidays
  • Opportunities for career growth and advancement