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Client Service Associate Entry Level Jobs in Silver Spring, MD

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of ...

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states ...

The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of ...

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states and over 100 countries.

The Client Service Associate is responsible for supporting client relationships and delivering high-quality service to maintain client satisfaction and loyalty. This role involves managing client ...

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states ...

This entry-level marketing position is ideal for individuals interested in customer service, client ... As a Client Relations Associate, you will serve as a key point of contact between our clients and ...

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Client Service Associate Entry Level information

See Silver Spring, MD salary details

$9

$17

$28

How much do client service associate entry level jobs pay per hour?

As of Jun 12, 2026, the average hourly pay for client service associate entry level in Silver Spring, MD is $17.72, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.90 per hour, depending on experience, location, and employer.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

Is CSR a good entry level position?

A Client Service Associate (CSR) is often considered a good entry-level position because it provides experience in customer service, communication, and problem-solving skills. It typically requires basic computer skills and a professional attitude, making it accessible for those starting their careers in client-facing roles.

How to get a job in customer service with no experience?

To get a client service associate entry-level position with no experience, focus on developing strong communication and problem-solving skills, and highlight any customer interaction or teamwork experience on your resume. Entry-level roles often provide on-the-job training, so demonstrating enthusiasm, a positive attitude, and willingness to learn can improve your chances. Certifications in customer service or related tools like CRM software can also enhance your application.

Is a client service associate an entry-level job?

Yes, a client service associate position is typically considered entry-level, requiring minimal prior experience and often serving as a starting point in customer service or financial industries. The role usually involves developing communication and problem-solving skills and may require basic knowledge of relevant tools or software. Advancement opportunities often exist with experience and additional training.

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

A Client Service Associate at an entry level typically does not earn $10,000 a month without experience or advanced skills. High-paying roles that can reach this level often require specialized skills, certifications, or experience in sales, finance, or technology, and are less common at entry level without a degree. Most jobs offering such salaries involve significant responsibility, performance-based bonuses, or commission structures.
What are popular job titles related to Client Service Associate Entry Level jobs in Silver Spring, MD? For Client Service Associate Entry Level jobs in Silver Spring, MD, the most frequently searched job titles are:
What job categories do people searching Client Service Associate Entry Level jobs in Silver Spring, MD look for? The top searched job categories for Client Service Associate Entry Level jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Client Service Associate Entry Level jobs? Cities near Silver Spring, MD with the most Client Service Associate Entry Level job openings:
Client Service Associate

Client Service Associate

Morgan Stanley

Washington, DC • Hybrid

$64K - $78K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago


Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

39th of 138 rated financial services


Job description

POSITION SUMMARY
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
  • Review and take appropriate action on client account alerts
OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional writing, interpersonal and client service skills
  • Detail orientated with superior organizational skills and ability to prioritize tasks
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
Reports to:
  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Job Posting Pay Range
Salary range for the position: $64,900 and $78,500 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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