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Client Associate Jobs in Pasadena, MD (NOW HIRING)

The Account Manager is directly responsible for aggressively growing group enrollment by marketing to the client's associate base. Builds and maintains effective long-term relationships and a level ...

Acting as a liaison between clients, associates, and internal partners, the Client Relationship Officer delivers a seamless client experience and supports growth initiatives. Emphasis is placed on ...

A We believe doing the right thing for our clients and our associates is good business. With a ... A Role Summary We are seeking a highly collaborative and client-focused professional to help shape ...

Showing results 41-60

Client Associate information

See Pasadena, MD salary details

$18.8K

$51.7K

$76.6K

How much do client associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client associate in Pasadena, MD is $51,736.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $62,900.00 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 cities near Pasadena, MD are hiring for Client Associate jobs?

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

Infographic showing various Client Associate job openings in Pasadena, MD as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution, with an average salary of $51,736 per year, or $24.9 per hour.

Account Manager II - CFA (Remote)

CareFirst

Baltimore, MD • Remote

Full-time

Medical, Life, Retirement

Posted 15 days ago


CareFirst BlueCross BlueShield rating

7.3

Company rating: 7.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

239th of 311 rated insurance


Job description

Resp & Qualifications

CANDIDATES MUST LIVE IN THE MD, DC, NORTHERN VA AREA IN ORDER TO TRAVEL INTO THE OFFICES AND FOR CLIENT MEETINGS AND STAFF MEETINGS. 

ACTIVE HEALTH AND LIFE LICENSE IS REQUIRED.

PURPOSE: 

This position is a critical resource within the Account Management Team providing consultative expertise on benefits, products, and capabilities. Responsible for promoting new and existing products or services through the development and delivery of tactical marketing and communication initiatives. The Account Manager is directly responsible for aggressively growing group enrollment by marketing to the client's associate base. Builds and maintains effective long-term relationships and a level of satisfaction with key senior-level decision makers and influencers assigned to a group of strategic clients. Creates demand for the organization's products and services by successfully managing the internal and external client implementation of additional products, services, administrative capabilities and/or the integration of third-party vendor solutions.
ESSENTIAL FUNCTIONS:

  • The Account Manager is directly responsible for aggressively growing group enrollment by marketing to the client?s associate base. This role leads and conducts employer and employee educational and communication meetings independently with varying locations. Requires discretionary judgement to deliver superior client experience, traveling to in and out of state locations to meet client requirements and expectations. They are an integral partner of the account management team for new and renewing business, in sales strategy and benefit design modeling. Autonomously utilizes the benefit expertise, business acumen and knowledge base as a tool set to resolve complex client requirements and issues.
  • Build and maintain a strong cultivated relationship with client, acting independently as a trusted advisor. Takes the lead to develop strategy for renewal events which can include goal setting, timeframe analysis, implementation requirement outlines to ensure successful set up of new products and services.
  • The Account Manager works in consultation with internal and external resources to oversee resolution of escalated issues. They assess and determine the risk of an issue to identify impact to the company and client.  They will then work collaboratively with the client, whether the issue is global or isolated, and determine ultimate resolution. 
  • Facilitate and work independently in partnership with external clients leading benefit analysis and development of structured programs to engage members, including: open enrollment strategy, wellness services deployment, implementation oversite acting in a consultative role to strengthen relationships and maximize value realization on behalf of client.
  • Disseminate understanding of legal developments and/or changes with regulations related to insurance carriers and Federal and State laws affecting clients, policies, and procedures to insure compliant administration of benefit programs.

QUALIFICATIONS:
Education Level: Bachelor's Degree OR in lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.

Licenses/Certifications Upon Hire Required:

  • Current health and life license for the jurisdictions of Maryland, DC, and Virginia.

Experience: 3 years Experience in sales, sales support, implementation, benefit administration or Account Management.

Preferred Experience:  TPA Experience
Knowledge, Skills and Abilities (KSAs)

  • Superior communication skills and knowledge of employee benefits issues necessary to effectively communicate with clients, insurance carriers and prospects concerning employee benefit lines of coverage.
  • Ability to problem solve, strong organizational skills, detail oriented, responsive and self-motivated, works independently as well as part of a team.
  • Proficiency with Microsoft Word and Excel is required, basic working knowledge of PowerPoint preferred.
  • Knowledge of insurance information, technology and new legislation.
  • Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging.

Travel Requirements
Estimate Amount: 20% Both local and nationwide travel is required to meet customer's needs throughout the year. During Q4, up to 60% of work will require travel.
Salary Range: 52,000 - 84,500

Salary Range Disclaimer

The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the work is being performed. This compensation range is specific and considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, internal peer equity, and market and business consideration. It is not typical for an individual to be hired at the top of the range, as compensation decisions depend on each case's facts and circumstances, including but not limited to experience, internal equity, and location. In addition to your compensation, CareFirst offers a comprehensive benefits package, various incentive programs/plans, and 401k contribution programs/plans (all benefits/incentives are subject to eligibility requirements).

Equal Employment Opportunity

CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer.  It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Federal Disc/Physical Demand

Note:  The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him/her ineligible to perform work directly or indirectly on Federal health care programs.

PHYSICAL DEMANDS:

The associate is primarily seated while performing the duties of the position.  Occasional walking or standing is required.  The hands are regularly used to write, type, key and handle or feel small controls and objects.  The associate must frequently talk and hear.  Weights up to 25 pounds are occasionally lifted.

Sponsorship in US

Must be eligible to work in the U.S. without Sponsorship

#LI-KL1 


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