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Client Associate Jobs in Germantown, MD (NOW HIRING)

5 Legal

Private Client Associate

Washington, DC · On-site

A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and ...

Gallagher

Senior Client Associate

Rockville, MD · On-site

Overview As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will ...

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All JobsClient Associate JobsClient Associate Jobs in Germantown, MD

Client Associate information

See Germantown, MD salary details

$18.7K

$51.5K

$76.3K

How much do client associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for client associate in Germantown, MD is $51,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $62,700.00 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 cities near Germantown, MD are hiring for Client Associate jobs? Cities near Germantown, MD with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Germantown, MD as of June 2026, with employment types broken down into 100% Full Time. Highlights an 74% In-person, and 26% Hybrid job distribution, with an average salary of $51,501 per year, or $24.8 per hour.

Senior Registered Client Associate

UBS - Experienced professionals - job boards

Washington, DC • On-site

Other

Posted 7 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 170 rated banks

Job description

Are you detail-oriented and enjoy going above and beyond to deliver an exceptional client experience. Do you thrive in a fast-paced environment supporting sophisticated and complex relationships?
We're looking for a Senior Registered Client Associate to:
maintain client information and ongoing due diligence requirements with accuracy and attention to detail
support Ultra High Net Worth (UHNW) individuals, families, trusts, and related entities by delivering a high-touch, white-glove client experience
understand and stay up-to-date on UBS products, services, protocols, and procedures
assist clients with all administrative and operational tasks including account opening/transfer, disbursements and deposits, statements and reports, online services, and banking services
help coordinate and process requests involving complex account structures, estate planning arrangements, and multi-generational wealth relationships
support Sr. Team members with client meeting scheduling, logistics, preparation, and paperwork; meet weekly to review progress and results
proactively anticipate client needs, resolve issues efficiently, and identify opportunities to create memorable client experiences and "wow" moments
complete firm-initiated projects
participate in team projects, dinners, trips, and meetings.

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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