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Client Service Assistant Jobs in Baltimore, MD (NOW HIRING)

NFP

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations ... Support process improvement initiatives and follow established procedures * Assist in maintaining ...

NFP Corp

Associate, Client Service

Annapolis, MD

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations ... Support process improvement initiatives and follow established procedures * Assist in maintaining ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations ... Support process improvement initiatives and follow established procedures * Assist in maintaining ...

Banfield

Client Service Coordinator

Annapolis, MD · On-site

$17.75 - $23.25/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... Assist outgoing clients by providing all necessary instructions, information and invoices ...

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 ... Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs ...

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 ... Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs ...

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 ... Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance) * Assist FAs/PWAs ...

Health Care

Client Service Representative

Baltimore, MD · On-site

$16 - $21.50/hr

Manages the intake of clients into the practice in a friendly and service-oriented manner; registers and assist clients with completing baseline information. Ensuring client chart is complete of all ...

Banfield

Client Service Representative

Westminster, MD · On-site

$16.16 - $20.66/hr

Client Service Coordinator needed for Banfield Pet Hospital in (Westminster, MD LOCATION)! SUMMARY ... Assist outgoing clients by providing all necessary instructions, information and invoices ...

Health Care

Client Service Specialist

Baltimore, MD · On-site

$17 - $22.25/hr

Overview The Client Service Specialist (CSS) position routinely independently performs multiple ... as needed; Assist clients with scheduling referral appointments as needed; Track and report ...

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Client Service Assistant information

See Baltimore, MD salary details

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How much do client service assistant jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for client service assistant in Baltimore, MD is $16.83, according to ZipRecruiter salary data. Most workers in this role earn between $14.33 and $19.09 per hour, depending on experience, location, and employer.

What is a client service assistant?

A client service assistant is a professional who supports customer service operations by handling client inquiries, providing information, and assisting with account management. They often use communication tools like phone, email, or chat and require strong interpersonal and organizational skills. The role typically involves ensuring customer satisfaction and may require familiarity with customer relationship management (CRM) software.
What are the most commonly searched types of Client Service jobs in Baltimore, MD? The most popular types of Client Service jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Client Service Assistant jobs? Cities near Baltimore, MD with the most Client Service Assistant job openings:
Client Service Assistant jobs near you
Infographic showing various Client Service Assistant job openings in Baltimore, MD as of July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 23% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $35,000 per year, or $16.8 per hour.

Associate, Client Service

NFP

Annapolis, MD • On-site

$14.25 - $19.75/hr

Other

Retirement, PTO

Re-posted 7 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work
Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes
Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development
Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities
Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms
Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $50,000 -$78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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