ZipRecruiter

Log In

1

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

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Banfield Pet Hospital

Client Service Coordinator

Leesburg, VA · On-site

$18.25 - $23.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Alera Group

Client Service Representative

Frederick, MD · On-site

$25 - $33/hr

OVERVIEW Client Service Representative - Property & Casualty Location: Hybrid At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for ...

Alera Group

Client Service Representative

Frederick, MD · Hybrid

$25 - $33/hr

OVERVIEW Client Service Representative - Property & Casualty Location: Hybrid At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for ...

next page

Showing results 1-20

All JobsClient Service Associate JobsClient Service Associate Jobs in Frederick, MD

Client Service Associate information

See Frederick, MD salary details

$8

$17

$27

How much do client service associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client service associate in Frederick, MD is $17.04, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.13 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 jobs make 3000 a month without a degree?

A Client Service Associate typically earns less than $3,000 monthly, but roles such as sales representatives, administrative assistants, or delivery drivers can reach or exceed this income level without a degree, especially with experience or commissions. These jobs often require strong communication skills, customer service abilities, and sometimes certifications or licenses depending on the industry.

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 are Client Service Associates?

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 Frederick, MD are hiring for Client Service Associate jobs? Cities near Frederick, MD with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Frederick, MD as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 46% Full Time, 46% Part Time, 1% Temporary, and 5% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,443 per year, or $17 per hour.
Client Service Associate

Client Service Associate

Choreo

Potomac, MD

$15 - $20.75/hr

Other

Posted 5 days ago

Job description

This position will join the Potomac, MD office at Choreo and will assist advisors and other team members in an administrative capacity to serve a client base consisting of high-net-worth families and business owners.

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience. The Client Service Associate serves as an important liaison between advisors and operations and is the backbone of successful client management.

This role operates within a team-based service environment, supporting a shared client base rather than a single advisor. The Client Service Associate is responsible for triaging incoming requests, coordinating workflows across the team, and ensuring consistent, high-quality client service delivery.

Primary Responsibilities

  • Support client service delivery through a team-based model, engaging directly with clients and advisors as part of a shared service team
  • Coordinate client service workflows across advisors, operations, clients, and other team members to ensure timely and accurate resolution
  • Communicate with clients via telephone, email, and in-person to ensure requests are met in a timely and professional manner
  • Schedule and support client review meetings between clients and advisors, including preparation of materials and coordination across stakeholders
  • Monitor client account activity to support proactive communication and follow-up with clients
  • Partner with Operations by submitting and tracking client requests (RMD's, wires, ACH/Money Links, check distributions, charitable giving, address changes, etc.) to completion, ensuring a seamless client experience
  • Consistently follow procedures to maintain compliance and quality standards
  • Work effectively as part of a team

Secondary Responsibilities

  • Assist with multiple client- and practice-related projects simultaneously in a fast-paced environment
  • Support team-level workflow management, including prioritization, tracking, and follow-up of service requestes
  • Obtain and organize confidential client records
  • Maintain and update CRM systems to ensure accurate client data, interaction tracking, and pipeline visibility
  • Prepare & facilitate reports for client review meetings and quarterly client reports
  • Collaborate with advisors, operations, and support teams to ensure client needs and objectives are accurately met
  • Assist with onboarding new clients to facilitate a positive client experience, including technology enablement & training and document collection & sharing

Basic Qualifications

  • Strong communication skills for working with clients and team members
  • 2-year degree in a financial planning-related field (business, tax, finance, or accounting) or equivalent work experience
  • Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry
  • Strong attention to detail, accuracy, and problem-solving
  • Acceptable compliance record in prior position(s)
  • Ability to work efficiently, effectively, and independently in order to see projects through to completion
  • High proficiency in the Microsoft Office suite, including Outlook, Excel, and PowerPoint

Preferred Qualifications

  • Experience with Schwab Institutional, Microsoft Dynamics CRM, Black Diamond, and eMoney Advisor or other financial planning software tools
  • Working knowledge of custodian processes, particularly Charles Schwab and Fidelity
  • Basic knowledge of investments
  • Advanced experience with Microsoft Office
  • Excellent verbal and written communication skills
  • Demonstrated client service skills
  • Strong mathematical and analytical skills
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
  • Self-motivated, strong work ethic and possess a sense of urgency
  • Strong ethical and professional standards and proven capacity to handle sensitive and confidential material in a responsible manner
  • Flexibility, adaptability, and strong team orientation

Apply