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Client Solutions Associate Jobs in Washington (NOW HIRING)

DSPolitical

Client Services Associate

Washington, DC · On-site

$50K/yr

As a Client Services Associate, you are responsible for maintaining strong relationships with ... DSPolitical doesn't just offer solutions -- we create them. Our award-winning team works hand-in ...

DSPolitical

Client Services Associate

Washington, DC · On-site

$50K/yr

As a Client Services Associate, you are responsible for maintaining strong relationships with ... DSPolitical doesn't just offer solutions -- we create them. Our award-winning team works hand-in ...

Wells Fargo

Registered Client Associate

Washington, DC · On-site

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... Client service focus with the ability to listen to customer needs and recommend solutions * Ability ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Associate supports advisor teams and clients through account operations ...

Orion Placement

Associate Attorney

Annapolis, MD · On-site +1

$97K - $125K/yr

Career growth path within a firm that invests in its associates and rewards performance Location ... holistic client solutions * Manage a growing caseload while maintaining exceptional client ...

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Client Solutions Associate information

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$11

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$46

How much do client solutions associate jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for client solutions associate in Washington is $25.37, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $28.32 per hour, depending on experience, location, and employer.

Is a CSA job stressful?

A Client Solutions Associate (CSA) role can be stressful due to high customer interaction, problem-solving demands, and meeting performance metrics. Success in the role often requires strong communication skills, multitasking, and the ability to handle challenging situations calmly.

What are Client Solutions Associates?

Client Solutions Associates are professionals who act as a liaison between clients and their company, ensuring that clients’ needs and objectives are understood and met. They typically work in industries such as finance, consulting, or technology, supporting sales teams and delivering tailored solutions to clients. Their responsibilities often include managing client relationships, providing product or service support, and collaborating with internal teams to resolve issues. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What is the difference between Client Solutions Associate vs Account Manager?

AspectClient Solutions AssociateAccount Manager
Primary RoleSupports client needs, assists in solution delivery, and coordinates between teamsManages client accounts, maintains relationships, and drives account growth
Required SkillsCommunication, problem-solving, product knowledgeRelationship management, sales, strategic planning
Work EnvironmentCollaborative, team-oriented, often in client-facing settingsClient-focused, sales-driven, often in account management teams
Common UsageUsed in tech, consulting, and service industriesCommon in advertising, marketing, and SaaS sectors

The main difference is that a Client Solutions Associate primarily supports client needs and coordinates solutions, while an Account Manager focuses on managing client relationships and growing accounts. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and focus.

What does a client associate do?

A Client Solutions Associate supports client accounts by assisting with communication, resolving issues, and coordinating services. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to ensure client satisfaction and retention.

What does a client solutions associate do?

A client solutions associate is responsible for supporting clients by understanding their needs, providing product or service solutions, and ensuring customer satisfaction. They often collaborate with sales, marketing, and technical teams, and may use CRM tools to manage client relationships and track interactions.

What jobs pay 4000 a week without a degree?

A Client Solutions Associate typically earns less than $4,000 weekly, but high-paying sales roles such as real estate brokers, insurance agents, or financial advisors can reach or exceed that amount with commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but do not always require a college degree.

How does a Client Solutions Associate typically collaborate with sales and account management teams?

Client Solutions Associates work closely with both sales and account management teams to ensure client needs are understood and addressed effectively. They often serve as a vital communication bridge, translating client objectives into actionable strategies while supporting the sales process with research, presentations, and solution development. Their role involves coordinating meetings, gathering feedback, and ensuring that client campaigns or projects are executed smoothly, which requires strong interpersonal and organizational skills. This collaborative environment provides valuable exposure to various business functions and can lead to advancement opportunities in client management or strategic roles.

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

To excel as a Client Solutions Associate, you need strong analytical abilities, business acumen, and a bachelor's degree in a relevant field such as business, finance, or economics. Familiarity with CRM software, data analysis tools, and proficiency in Microsoft Office are typically required. Exceptional communication, problem-solving, and relationship-building skills help you effectively address client needs and collaborate across teams. These qualifications are essential for delivering tailored solutions, ensuring client satisfaction, and driving business growth.
What are the most commonly searched types of Client Solutions jobs in Washington? The most popular types of Client Solutions jobs in Washington are:
What are popular job titles related to Client Solutions Associate jobs in Washington? For Client Solutions Associate jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Client Solutions Associate jobs in Washington look for? The top searched job categories for Client Solutions Associate jobs in Washington are:
What cities in Washington are hiring for Client Solutions Associate jobs? Cities in Washington with the most Client Solutions Associate job openings:
Client Solutions Associate jobs near you

Client Service Associate - Greenbelt, MD

Advisor Talent Solutions

Greenbelt, MD • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 14 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 amp; 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

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