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

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...

Morgan Stanley

Registered Client Service Associate

Bethesda, MD · On-site

$33K - $88K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associate Registered Client Service Associates provide exceptional ... Knowledge of financial services products, including but not limited to equities, bonds, options ...

Morgan Stanley

Registered Client Service Associate

Bethesda, MD

$33K - $88K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associate Registered Client Service Associates provide exceptional ... services products, including but not limited to equities, bonds, options, mutual funds, annuities ...

Morgan Stanley

Registered Client Service Associate

Bethesda, MD · On-site

$35K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by ... Identify and assist with Firm services and solutions that support clients' needs including banking ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client services associate in Lanham, MD is $22.42, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

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 does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

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 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 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Lanham, MD?

The most popular types of Client Services jobs in Lanham, MD are:

What are popular job titles related to Client Services Associate jobs in Lanham, MD?

For Client Services Associate jobs in Lanham, MD, the most frequently searched job titles are:

What cities near Lanham, MD are hiring for Client Services Associate jobs?

Cities near Lanham, MD with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Lanham, MD as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $46,637 per year, or $22.4 per hour.

Client Service Associate

B.F. Saul Company

Bethesda, MD • On-site

$15.50 - $21.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 24 days ago

Job description

Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
 
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways-with a singular focus.
 
Position Summary
We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.
 
Supervisory Responsibilities This position has no direct supervisory responsibilities.
Summary of Competitive Benefits & Perks:
  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company's EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!
Essential Job Functions of a Client Service Associate:
  • Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
  • Respond promptly to requests and inquiries, resolving issues with a client-first approach
  • Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
  • Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.  
  • Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
  • Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
  • Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
  • Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management  
  • Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
  • Support special projects and complete assignments with minimal supervision and high attention to detail
  • Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.
Required Skills and Abilities of a Client Service Associate:
  • Meticulous attention to detail and a commitment to accuracy in all tasks
  • Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
  • Strong organizational and follow-through skills
  • Excellent verbal and written communication skills
  • High level of professionalism, discretion and integrity
  • Client-centric mindset with a proactive, problem-solving attitude
  • General knowledge of investment products
  • Comfortable with technology and systems; proficiency in Microsoft Office required
  • Demonstrated ability to work independently and collaboratively within a team environment 
 
Required Education / Experience of a Client Service Associate:
  • 1-2 years of experience in client services
  • Bachelor's Degree or equivalent work experience
  • Prior experience in wealth management, financial services or client support roles strongly preferred
Working Conditions / Physical Requirements / Travel:
  • This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
  • This position does not require travel.
Core Company Competencies:
  • Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
  • Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
  • Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
  • Teamwork: Working with a common goal and contributing to a team development.
Core Job Competencies:
  • Customer service focus - responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.
  • Reliability - Consistently good in quality and performance; ability to be trusted and depended on in one's job
  • Integrity - Upholding generally accepted social and ethical standards in job-related activities and behaviors.
$60,000 - $80,000 a year
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