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

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

Client Service Associate information

See Potomac, MD salary details

$9

$17

$28

How much do client service associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for client service associate in Potomac, MD is $17.73, 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 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 Potomac, MD are hiring for Client Service Associate jobs? Cities near Potomac, MD with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Potomac, MD as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $36,868 per year, or $17.7 per hour.

Registered Client Service Associate

Raymondjames

Fairfax, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

Job Description Summary

"Great things in business are never done by one person. They're done by a team of people."
Our mission is to enrich the lives of our clients and their families by providing quality independent financial advice. Nothing is more important to us than our clients - that's the approach we take by providing a high degree of attention and service.
McDermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills as well as the ability to excel in a fast-paced, detail-oriented work environment. Join us and see where a career at McDermott Armati could take you!

Job Description

Essential Duties and Responsibilities

  • Services basic inquiries and scheduling of meetings with prospective and existing clients
  • Respond to client inquiries regarding accounts, transactions, and general service matters
  • Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests
  • Maintain accurate and complete CRM records
  • Execute equity, ETF, mutual fund, and fixed income trades as directed
  • Assist with portfolio rebalancing
  • Monitor cash balances and distributions
  • Gather and organize client financial data
  • Prepare and update financial plans using planning software
  • Run retirement, cash flow, and scenario analyses
  • Prepare client-ready reports and presentations
  • Ensure all documentation meets firm and regulatory requirements
  • Maintain organized client files and audit-ready documentation
  • Assist with supervisory reviews and compliance requests
  • Adhere to FINRA, SEC, and firm policies and procedures
  • Perform other duties, as assigned

Key Skills & Competencies

  • Strong attention to detail and accuracy
  • Excellent organizational and time-management skills
  • Professional communication (written and verbal)
  • Analytical mindset
  • Client-first attitude with high integrity
  • Experience with financial planning software
  • Experience with portfolio management or rebalancing tools
  • Experience executing trades in client accounts
  • Proficiency in Microsoft Office and CRM systems

Education/Previous Experience

  • Bachelor's degree preferred
  • 3+ years of experience in wealth management or advisory support

Licenses/Certifications

  • SIE, Series 7 & 63/65 or 66
  • Insurance license

McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education

Bachelor's: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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