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Client Relationship Associate Jobs in Washington

123JUNK

Client Relationship Manager

Gaithersburg, MD

Both entry level and experienced sales associates (compensation may vary based on experience) * Applicants whose values coincide with our mission to keep as many items out of the landfill as possible

123JUNK

Client Relationship Manager

Gaithersburg, MD · On-site

Both entry level and experienced sales associates (compensation may vary based on experience) * Applicants whose values coincide with our mission to keep as many items out of the landfill as possible

Raymondjames

Client Service Associate

Alexandria, VA · On-site

$15.50 - $21.50/hr

Client Relationship Management (CRM) software * Microsoft Office * Effective communication (in ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

Ameriprise Financial

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

... client relationships and providing exceptional service with proactive communication. Key ... Associate: * Extroverted * Clear communicator * Enjoy working with people * Very strong attention ...

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See Washington salary details

$28.3K

$53.3K

$75.9K

How much do client relationship associate jobs pay per year?

As of Jun 11, 2026, the average yearly pay for client relationship associate in Washington is $53,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,300.00 and $56,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Relationship Associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

What is the work of client relationship associate?

A client relationship associate is responsible for managing and maintaining positive relationships with clients, addressing their needs, and ensuring customer satisfaction. They often handle communication, provide support, and may use CRM tools to track interactions. Strong communication and problem-solving skills are essential for this role.

How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What job makes 10,000 a month without a degree?

A Client Relationship Associate can potentially earn $10,000 or more per month through commissions, bonuses, and performance incentives, especially in sales-driven environments. Success in this role often depends on strong communication skills, industry knowledge, and building long-term client relationships, with some positions offering high earning potential without requiring a degree.

Is being an RM a stressful job?

A Client Relationship Associate role can be stressful due to managing client expectations, meeting sales or service targets, and handling complex issues. The job often requires strong communication skills, organization, and the ability to work under pressure, which can contribute to stress levels depending on workload and environment.

What does a client relationship associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and retention. They handle communication, address client needs, and support account management using tools like CRM software. Strong communication and problem-solving skills are essential for this role.
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Client Relationship Associate jobs near you
Private Client Relationship Associate

Private Client Relationship Associate

Brown Advisory

Washington, DC

$45K - $56K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 7 days ago

Job description

Company Overview


Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.

The primary duties and responsibilities include but are not limited to:

  • Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.

  • Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.

  • Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.

  • Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.

  • Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.

  • Maintain CRM records for clients and prospects.

  • Complete ad hoc client-related projects as needed.


Qualifications:

  • Bachelor's degree required

  • 2+ years financial industry or client service experience preferred

  • Experience with trust administration and/or client account documentation a plus

  • Proficiency with M.S. Office suite including Excel, Word & PowerPoint

  • Strong quantitative, analytical, and interpersonal skills

  • Highly organized work style; detail-oriented and accurate

  • Ability to multi-task and adapt to changing priorities to meet client demands

  • Collaborative team-player; self-motivated with a strong work ethic

  • Demonstrates tact, discretion and good judgement in handling sensitive and confidential information

  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency

  • Exhibits excellent communication skills, both verbal and written

  • Eager to contribute and learn, ask questions and provide solutions

  • Ability to work in the Washington office location

Salary: $65-$82k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits


At Brown Advisory we offer a competitive compensation package, including full benefits.
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

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