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Client Service Associate Jobs in Laurel, 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 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 ...

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 Laurel, MD salary details

$8

$16

$27

How much do client service associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client service associate in Laurel, MD is $16.99, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.09 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 Laurel, MD are hiring for Client Service Associate jobs? Cities near Laurel, MD with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Laurel, MD as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $35,343 per year, or $17 per hour.

Client Service Associate

Edelman Financial Engines, LLC

Alexandria, VA

$50/hr

Full-time

Medical, Dental, Retirement

Posted 22 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
  • Document key client achievements and other relevant data into systems that will assist in future client interactions
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
  • Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred
  • Bachelor's degree or equivalent experience preferred
  • Good understanding of finance and investment markets/securities  
  • Critical thinking, attention to detail, and multi-tasking skills required
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50-65,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

 

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