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Client Associate Jobs in Lanham, MD (NOW HIRING)

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Client Associate information

See Lanham, MD salary details

$18.5K

$51K

$75.6K

How much do client associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client associate in Lanham, MD is $51,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $62,100.00 per year, depending on experience, location, and employer.

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.

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 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 Lanham, MD?

The most popular types of Client jobs in Lanham, MD are:

What job categories do people searching Client Associate jobs in Lanham, MD look for?

The top searched job categories for Client Associate jobs in Lanham, MD are:

What cities near Lanham, MD are hiring for Client Associate jobs?

Cities near Lanham, MD with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Lanham, MD as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $51,007 per year, or $24.5 per hour.

Senior Client Service Associate

CivicMinds, Inc.

Columbia, MD • On-site

Full-time

Posted 7 days ago

Job description

As a Senior Client Service Associate, your role is to enhance the client experience by servicing clients and providing operational and administrative support to BWFA staff. You will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You will perform administrative duties that support BWFA advisors and financial planners in their daily business practices.
Reports To
The Client Associate will report to Chief Operating Officer & Senior Portfolio Manager, Joseph Manfredi. As well as Director of Client Services, Meghan Manas
Responsibilities And Duties
  • Receive inbound client phone calls and emails, either addressing their needs or directing them to the appropriate team member.
  • Assist client onboarding activities including the completion of all necessary paperwork and rollover calls, partnering with internal team on process execution, client portal setup, welcome emails, and proactive communication with clients.
  • Process account service requests and ensure appropriate documentation for all money movement requests including distributions, QCDs, and RMDs.
  • Complete and monitor the transfer of incoming assets from other institutions to ensure smooth and efficient onboarding experience for new clients.
  • Schedule prospective and existing client meetings including initial consultations, onboarding meetings, and annual reviews.
  • Assist in the preparation of client reports and other materials for client meetings and complete follow-up communication and implementation of actions that result from those meetings.
  • Research and resolve routine to complex client issues leveraging internal support or escalating as appropriate.
  • Track and document client interactions, activities, and meetings in Salesforce CRM, ensuring notes are input in a timely manner.
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
  • Leverage various communication channels to keep in touch with clients and maintain strong relationships.
  • Contribute to the mentoring and training of client associates.
Qualifications
  • Bachelor's degree in finance or related subject matter
  • 3-10 years of experience in a similar client services role at a financial services firm
  • Excellent skills in the Microsoft Office Suite
  • Experience with Salesforce CRM preferred
  • Experience with the Charles Schwab advisor platform preferred
  • Strong written and verbal communication skills
  • Detail and service-oriented
  • Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
  • Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm.
  • Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills.
Additional Details
Please note that this is an in-person role.

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