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Client Service Associate Jobs in Gaithersburg, MD

Morgan Stanley

Client Service Associate

Washington, DC · Hybrid

$64K - $78K/yr

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 ...

Ameriprise Financial

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Greet clients upon arrival and extend hospitality to clients Key Traits of a successful Client Service Associate: * Extroverted * Clear communicator * Enjoy working with people * Very strong ...

Global Advisor Group

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 ...

Global Advisor Group

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 ...

United Bankshares

Client Service Associate

Washington, DC · On-site

$16.50 - $22.75/hr

Client Service Associate The primary function is to support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account ...

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

Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for client service associate in Gaithersburg, MD is $18.52, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $20.77 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

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

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

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 are the most commonly searched types of Client Service jobs in Gaithersburg, MD? The most popular types of Client Service jobs in Gaithersburg, MD are:
What cities near Gaithersburg, MD are hiring for Client Service Associate jobs? Cities near Gaithersburg, MD with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Gaithersburg, MD as of June 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,515 per year, or $18.5 per hour.

Client Service Associate

Global Advisor Group

Reston, VA

$55K - $65K/yr

Full-time

Posted 20 days ago

Job description

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. Our dedicated team embodies the core values of responsibility, initiative, respect, and a positive attitude, ensuring a best-in-class experience for our clients. We specialize in meeting the complex financial planning needs of expatriate Americans and foreign nationals, driven by integrity, objectivity, and a global perspective.

Position Overview: At Global Advisor Group, we recognize that our team members are our greatest asset. Your diverse talents will be valued and directly contribute to our firm’s success. We are seeking a motivated Client Service Associate to join our dynamic team. In this role, you will play a critical part in delivering exceptional client service and support, contributing to the overall success of our firm. This is an onsite position, and we will only consider candidates that will work 5 days/week in our Reston, VA office.
 
Knowledge/Requirements 
·         Preferred 4-Year bachelor’s degree or equivalent.
·         Prior experience working in a broker-dealer office or finance industry preferred.
·         Microsoft Excel, Word, Outlook and PowerPoint proficiency to produce professional documents.
·         Uphold a polished, professional and welcoming nature with external and internal business contacts.
·         Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time.
·         Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients.
·         Impeccable attention to detail and strong organizational skills.
·         Effective problem-solving skills to resolve routine client questions.
·         Ability to handle moderate amount of incoming phone calls daily.
·         Ability to work independently and in teams to complete tasks in a timely manner.
·         FBI background check and credit check required.
·         Regular and timely attendance is required.
Job Duties and Responsibilities 
·         Acts as the team quarterback-coordinates and performs a wide range of operational support activities.
·         Monitors outstanding tasks and upcoming deadlines. Works with team to ensure timely execution and workflow. 
·         Runs daily reports to ensure accounts are in good standing and acts in coordination with Financial Advisors to bring accounts into good order when needed.
·         Manages multiple calendars for the team. Helps coordinate meetings for clients, prospects and outside vendors.
·         Anticipates client needs, solves problems and follows through on tasks with exceptional service while keeping in communication with clients and meeting expected turnaround times.
·         Responds to incoming emails and telephone calls in a professional and timely manner.
·         Supports the Administrative Team with various office tasks including but not limited to answering phone calls, greeting clients, preparing mail and processing forms, checks and securities as needed.
·         Prepares and coordinates client forms and documents with all relevant activities being tracked in firms’ database.
·         Interacts with the firms’ home office to develop cooperative relationships and follows through on requests.
·         Is aware of and adheres to industry compliance requirements and firm and branch policies.
·         Attends regular meetings including but not limited to daily team meetings, weekly ops meetings, professional development & compliance meetings.
·         May be assigned project-related tasks to contribute to the firm’s development.
·         Supports team members with various duties and responsibilities as assigned.