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

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Rockville, MD · On-site

$55K - $65K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry

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 ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and ... Experience of 3 or more years in a Wealth Management, Tax, or Financial Services related industry

Waverly Advisors LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

Client Service Associate Frederick, MD Waverly Advisors' primary goal is to serve our clients, one ... financial services. * Bachelor's Degree or higher or, in lieu of a college degree, 5 years of ...

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Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving ... financial services. * Bachelor's Degree or higher or, in lieu of a college degree, 5 years of ...

New

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

Client Services Associate information

See Frederick, MD salary details

$10

$22

$40

How much do client services associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for client services associate in Frederick, MD is $22.27, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $24.86 per hour, depending on experience, location, and employer.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is the role of a client associate?

A client services associate is responsible for supporting client relationships by addressing inquiries, providing information about products or services, and ensuring customer satisfaction. They often handle administrative tasks, use customer relationship management (CRM) tools, and maintain communication to foster client loyalty.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

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

A Client Services Associate typically does not earn $10,000 a month without significant experience or specialized skills. High-paying roles that can reach this level without a degree are rare and often involve sales, entrepreneurship, or technical skills such as coding or digital marketing, which may require certifications or self-education. Most roles with such income levels usually demand extensive experience, a strong network, or entrepreneurial effort rather than formal education alone.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a customer service associate do?

A customer service associate, often called a client services associate, assists customers by answering questions, resolving issues, and providing information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and loyalty.

What does a client services associate do?

A client services associate is responsible for managing client relationships, addressing inquiries, resolving issues, and ensuring customer satisfaction. They often use communication skills, CRM software, and problem-solving abilities to support clients and maintain positive interactions.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Frederick, MD? The most popular types of Client Services jobs in Frederick, MD are:
What are popular job titles related to Client Services Associate jobs in Frederick, MD? For Client Services Associate jobs in Frederick, MD, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Frederick, MD look for? The top searched job categories for Client Services Associate jobs in Frederick, MD are:
What cities near Frederick, MD are hiring for Client Services Associate jobs? Cities near Frederick, MD with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Frederick, MD as of June 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Temporary. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $46,331 per year, or $22.3 per hour.
Client Services Associate

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Rockville, MD • On-site

$55K - $65K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 6 days ago

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Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.