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

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

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

$60K - $80K/yr

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

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 ...

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Showing results 21-40

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

Client Services Associate information

See Laurel, MD salary details

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How much do client services associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for client services associate in Laurel, MD is $22.21, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $24.81 per hour, depending on experience, location, and employer.

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 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 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 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.
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Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Laurel, MD as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $46,200 per year, or $22.2 per hour.

Client Service Associate - Greenbelt, MD

Chelsea Senior Living

Greenbelt, MD • On-site

$65K - $85K/yr

Other

Medical, Dental, Retirement, PTO

Posted 28 days ago

Job description

Position: Client Service Associate
Firm: Stuart Financial Group
Location: Greenbelt, MD
Overview:
Stuart Financial Group based in Greenbelt, MD, is a boutique and independent financial and legacy planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area.
We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional who thrives in a fast-paced environment and enjoys building long-term client relationships.
The Client Service Associate serves as a key part of the client journey-from onboarding and asset transfers to ongoing service and advisor support-helping ensure every client interaction reflects the high standards of our firm.
What you'll do:

  • Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
  • Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
  • Support advisors by preparing for client meetings and ensuring a seamless client experience
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Prepare issued business for delivery and client follow-up
  • Assist with new business processing and operational workflows
  • Prepare client review materials and account summaries for upcoming meetings
What We're Looking For:
  • Bachelor's degree in business, finance, economics, or related field
  • 3+ years in client service or related industry experience
  • Series 65 or willing to obtain within 3-6 months
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Maryland Insurance License preferred
  • Experience with Fidelity Custodial platform is a plus
  • Experience with RightCapital, Holistiplan and Wealthbox or similar financial planning software is preferred
What You'll Get:
Pay & Perks:
  • $65,000 - $85,000/year, based on experience + bonus potential
  • 100% firm paid medical and dental insurance for employee after 60 days
  • Health Savings Account with 50% employer match after 60 days
  • Safe Harbor 401(k) with 100% employer match up to 6% of salary after 6 months
  • Paid Time Off + 9 paid holidays
Schedule:
  • In office: Monday - Thursday, 8:30am - 5:00pm
  • Fridays, 8:30am-4:00pm (summer schedule Memorial Day - Labor Day 8:30am - 2:00pm)

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $65,000 - $85,000 per year

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