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Client Service Professional Jobs in Rosedale, MD

Bolton Partners Inc

Client Analyst

Towson, MD · On-site +1

$55K - $65K/yr

The Client Analyst must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. The successful Client Analyst ...

Relay Foods

Client Services Associate

Baltimore, MD · On-site

$25 - $30/hr

This position supports customer communication, service coordination, and administrative processes ... Attention to detail * Professional attitude * Dependable work habits Employee Benefits:

Dresner Group

Client Services Manager

Columbia, MD · On-site

... professionals and expertise coupled with superior customer service. Today our clients reside in ... Job Responsibilities o Manage the Client Support team, triaging of support requests, and ticket ...

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Client Service Professional information

See Rosedale, MD salary details

$9

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How much do client service professional jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for client service professional in Rosedale, MD is $16.29, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $17.50 per hour, depending on experience, location, and employer.

What are some common challenges faced by Client Service Professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What are the key skills and qualifications needed to thrive as a Client Service Professional, and why are they important?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

Is CSR a good entry level position?

A Client Service Professional (CSR) role is often considered a good entry-level position because it requires strong communication and customer service skills, which are valuable in many industries. It typically involves basic computer skills and can provide experience in client interactions, problem-solving, and teamwork, making it suitable for those starting their careers.

How can I make 2000 a week working from home?

A Client Service Professional can potentially earn $2,000 a week by working full-time hours, providing high-quality customer support, and gaining experience or specialized skills. Increasing income may also involve taking on multiple clients, working overtime, or earning performance-based bonuses, depending on the employer or contract terms.

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

A Client Service Professional typically does not earn $10,000 a month without significant experience, specialized skills, or a high-volume client base. High earnings in client services often come from roles in sales, account management, or consulting that require strong communication skills and industry knowledge, but reaching that income level usually involves years of experience or performance-based commissions.
What cities near Rosedale, MD are hiring for Client Service Professional jobs? Cities near Rosedale, MD with the most Client Service Professional job openings:
Client Service Professional jobs near you
Client Analyst

Client Analyst

Bolton Partners Inc

Towson, MD • On-site, Remote

$55K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Description

Bolton Investment is a Registered Investment Advisory firm whose sole focus is on providing investment consulting to institutional retirement plans. We advise on both participant and trustee directed plans in the public, private and multiemployer sectors. We are technical experts with a passion for client service. Our success is fueled by an atmosphere of collaboration, contagious energy, and passion for what we do.


We operate in a very collaborative and inclusive environment. Individuals that are solutions oriented with strong aptitude and positive attitude will have an opportunity to grow their professional careers through working with some of the most talented consultants in the industry. 


Job Summary:

As the Client Analyst, you will be joining an experienced and dynamic team consulting on, preparing, and quality reviewing 401(a)/(k), 403(b), and 457(b) retirement plan documents for new and existing plans. Focusing on more complex implementation (new business) and maintenance (existing business) assignments, you will coordinate with recordkeepers, financial professionals, and plan sponsors to complete plan-level reviews, provider searches, and benchmarking studies, as well as maintain all fiduciary and governance documentation. All work passes through a quality-review process to ensure our clients' needs are met while maintaining the highest level of quality standards and client service.


The Client Analyst will partner with other plan professionals to collect data, as well as research, troubleshoot, and resolve any issues that may arise. Additionally, they will work with our internal staff to confirm the accuracy of underlying data to ensure reports are accurate, and fully support our consultants and client's needs. The Client Analyst must maintain the highest professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. The successful Client Analyst likes helping others achieve their goals, is a self-starter with excellent organizational skills and attention to detail.


Requirements

Job Responsibilities:

  • Execute client deliverables to high standards of quality and accuracy
  • Maintain documentation of sound fiduciary and governance processes
  • Perform detailed document reviews, evaluating for fiduciary best practices, and identifying potential risks to client
  • Serve as a technical resource for clients, team members, and business partners on plan governance, compliance, and fiduciary best practices. 
  • Foster positive relationships and ensuring client satisfaction and retention 
  • Follow team processes and procedures, while evaluating and recommending improvements to increase client satisfaction and team effectiveness, promote efficiency, and maintain high quality standards
  • Attend client meetings along with Consultants; take meeting minutes and notes
  • Conduct plan reviews, fee benchmarking studies and provider RFPs
  • Participate in internal research projects and special client assignments as needed
  • Serve as advocate and liaison for client with custodians, recordkeepers and third party administrators

Job Qualifications:

  • Bachelor's degree in Finance, Economics or related discipline
  • 0 - 3 years of investment related experience (defined contributions plans preferred)
  • Adaptability to change while striving to improve processes and efficiencies
  • Strong attention to detail
  • Strong work ethic and the ability to work extended hours as needed
  • Strong knowledge of Microsoft Office Suite; advanced Excel & PowerPoint skills
  • Strong time management and organizational skills
  • Highly dependable with strong verbal and written communications skills
  • Able to work independently and proactively and deadline driven
  • Genuine desire to work hard 

Preferences:

  • Knowledge of IRS and DOL rules governing retirement plans
  • Understanding of financial markets and financial services companies
  • Knowledge of different custodians and platforms
  • Experience with retirement plans
  • Knowledge of investment consulting principles, and fiduciary and governance processes

Our firm offers a collegial work environment, opportunities for professional growth, and a generous benefits package, including family health, vision, and dental benefits; employer-paid disability and life insurance benefits; a 401(k) plan with match after 6 months of employment; vacation and sick leave; paid holidays; hybrid telework arrangements; and monthly fitness stipends.

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