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Client Associate Jobs in Timonium, MD (NOW HIRING)

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 ...

Morgan Stanley

Client Service Associate

Baltimore, MD

$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 ...

Morgan Stanley

Client Service Associate

Baltimore, MD

$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 Timonium, MD

Client Associate information

See Timonium, MD salary details

$17.8K

$49K

$72.5K

How much do client associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for client associate in Timonium, MD is $48,970.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $59,600.00 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 popular job titles related to Client Associate jobs in Timonium, MD? For Client Associate jobs in Timonium, MD, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Timonium, MD look for? The top searched job categories for Client Associate jobs in Timonium, MD are:
What cities near Timonium, MD are hiring for Client Associate jobs? Cities near Timonium, MD with the most Client Associate job openings:
Client Associate jobs near you
Client Service Associate

Client Service Associate

Jackson Hewitt

Lutherville Timonium, MD

$14 - $19.25/hr

Other

Posted 10 days ago

Jackson Hewitt rating

4.9

Company rating: 4.9 out of 10

Based on 115 frontline employees who took The Breakroom Quiz

137th of 138 rated financial services

Job description

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 integrity, quality, and consistency. This is something that the vast majority of taxpayers don't receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are "Working Hard for the Hardest Working Americans". This is our mission and it's a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients. Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That's where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.

Flexible schedules available:

  • Day shift
  • Night shift
  • Weekends
  • Weekdays
  • Full-time or part-time

Are you:

  • Looking to learn a new career and break into the tax industry?
  • Someone who has gaps in their work history or is looking to boost their skills and resume?
  • Someone who has been out of the workforce over the last year while at home with family?
  • New to the workforce or with limited experience/education, but a willingness to learn?
  • Retired and want to continue to make an impact?
  • Someone without a college diploma? No problem!
  • A veteran or military personnel transitioning from the service?
  • Part of a military family that moves often with deployments?
  • A recent college graduate or current college student?
  • A stay-at-home parent who needs a flexible work schedule?
  • A gig worker or looking to add a second income?
  • Bilingual? Bilingual candidates are highly encouraged to apply!

What you'll do here:

The Seasonal Client Service Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up. The position coordinates client flow and assists in preliminary data entry and document collection to support an efficient and positive tax preparation experience. This position has access to and regularly works with information of a sensitive, highly confidential nature. This position promotes the Jackson Hewitt brand through the delivery of superior customer service.

  • Greets all potential clients with a friendly and professional demeanor.
  • Engages in conversation with potential clients to share information about Jackson Hewitt's services and promotions.
  • Quickly and accurately verifies and enters customers' personal and Form W-2 information into Jackson Hewitt's proprietary software.
  • Assists with scheduling tax preparation appointments.
  • Monitor client flow at the location and keep clients engaged during periods of wait time.
  • Monitor client activity and take initiative to answer phones and resolve client issues.
  • Meets set-up deadlines to ensure office locations meet brand/marketing appearance standards in time for office openings.
  • Provides equipment service at Jackson Hewitt locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
  • Assists in maintaining a clean and inviting workplace, this may include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
  • Assist leadership in marketing and recruitment efforts, as needed.

Skills you'll bring for success:

  • Good interpersonal and communication skills.
  • Demonstrated ability in working in a high-volume retail environment preferred.
  • Basic knowledge of computer functions required to include setup of office computer systems and the ability to troubleshoot issues.
  • Customer service or sales experience preferred.
  • Reliable transportation and a valid driver's license and insurance are preferred.
  • High School Diploma/GED or equivalent related business experience preferred.
Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we're on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

What Jackson Hewitt employees say

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