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Client Service Associate Jobs in Annapolis, MD (NOW HIRING)

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

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, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

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, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

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, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Gallagher

Client Service Associate - Surety

Hanover, MD · Hybrid

$14.25 - $19.75/hr

Overview At Gallagher, we're looking for a Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll ...

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Client Service Associate information

See Annapolis, MD salary details

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How much do client service associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for client service associate in Annapolis, MD is $16.97, according to ZipRecruiter salary data. Most workers in this role earn between $13.80 and $19.04 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What cities near Annapolis, MD are hiring for Client Service Associate jobs? Cities near Annapolis, MD with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Annapolis, MD as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $35,288 per year, or $17 per hour.

Client Service Associate, GC Wealth

General Catalyst Partners

Washington, DC • On-site

$16.50 - $22.75/hr

Other

Posted 3 days ago

New

Job description

Client Service Associate, GC Wealth

Washington, D.C.

Who We Are

General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond.

With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.

GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit organizations.

About The Role

We are seeking a Client Service Associate to join our wealth management organization.

The Client Service Associate (CSA) is a key member of the GC Wealth team, supporting the delivery of high-quality service and efficient execution of client needs. This role partners closely with Relationship Managers and Analysts to provide day-to-day support across client accounts and operations. This professional oversees complex client relationships, and serves as a trusted resource for both clients and internal teams. The ideal candidate is detail-oriented and client-focused.

Key Responsibilities
  • Support client service efforts by responding to inquiries and assisting with relationship management for high-net-worth clients
  • Assist with client onboarding, including account openings, KYC documentation, and entity setup (e.g., trusts, LLCs)
  • Process cash movements, wires, journals, and securities transfers accurately and in line with firm policies
  • Handle account maintenance requests (e.g., beneficiary updates, address changes, standing instructions)
  • Monitor accounts for required actions (e.g., RMDs, KYC updates) and escalate as needed
  • Support alternative investment activity, including subscriptions, capital calls, and redemptions
  • Track and follow up on outstanding items across custodians, banks, and internal teams
  • Maintain accurate records and ensure proper documentation for reporting and compliance
  • Deliver a high-quality client experience and escalate complex issues appropriately
  • Monitor and follow through on outstanding items across custodians, banks, and internal departments.
  • Maintain accurate records for cost basis, tax documents, and customized reporting requirements.
  • Maintain audit-ready documentation and support internal/external reviews.
  • Anticipate client needs and deliver a white-glove, highly responsive service experience.
Qualifications
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 1 to 3 years of experience as a Client Service Associate or similar role within a wealth management or investment advisory firm.
  • In-depth knowledge of custodial platforms, account administration, and financial operations.
  • Proven ability to manage multiple priorities and deliver exceptional service.
  • Excellent attention to detail, communication, and problem-solving skills.
Preferred Qualifications
  • Experience with wealth management technology platforms and CRM systems.

At General Catalyst, we believe the best ideas and the boldest outcomes come from people who bring different perspectives to the table. We know that outlier outcomes require us to think differently than everyone else. That's why we're committed to building teams that reflect a wide range of backgrounds, experiences and ways of thinking. Diverse perspectives are essential to our mission of responsible innovation and creating inclusive prosperity.

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