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Client Solutions Associate Jobs in Washington (NOW HIRING)

VTG

Implementation Associate

Mclean, VA · Hybrid

Overview We are seeking a detail-oriented and collaborative Implementation Associate to support the configuration and delivery of client solutions. This role works closely with consultants and ...

Shore United Bank

Client Service Associate

Waldorf, MD

$23 - $30/hr

... insurance solutions through our broker/dealer, LPL Financial. LPL Financial is the largest ... The Client Service Associate is responsible for supporting client relationships and delivering high ...

Shore United Bank

Client Service Associate

Waldorf, MD · On-site

$23 - $30/hr

Client Service Associate Shore United Bank is seeking a full-time Client Service Associate to join ... solutions to client needs. Essential Functions: * Answers all incoming telephone calls and ...

Shore United Bank

Client Service Associate

Waldorf, MD · On-site

$23 - $30/hr

... insurance solutions through our broker/dealer, LPL Financial. LPL Financial is the largest ... The Client Service Associate is responsible for supporting client relationships and delivering high ...

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Client Solutions Associate information

See Washington salary details

$11

$25

$46

How much do client solutions associate jobs pay per hour?

As of Jun 26, 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.

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 is responsible for supporting client relationships by understanding their needs, providing product or service information, and assisting with account management. They often communicate via phone, email, or in person and use customer relationship management (CRM) tools to track interactions. Strong communication and problem-solving skills are essential for success in this role.

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

A Client Solutions Associate can potentially earn $10,000 a month through commissions, bonuses, and performance-based incentives, especially in sales-driven environments. Success in this role often depends on strong communication skills, industry knowledge, and the ability to build client relationships, with some positions offering high earning potential without requiring a degree.

What does a client solutions associate do?

A client solutions associate is responsible for understanding client needs, providing tailored solutions, and supporting the sales or service process. They often communicate with clients, coordinate with internal teams, and use tools like CRM software to ensure customer satisfaction and retention.

What is a customer solutions associate?

A Client Solutions Associate is a professional who works with clients to understand their needs and provide tailored solutions, often involving product or service recommendations. They typically communicate with clients, coordinate with internal teams, and use tools like CRM software to ensure customer satisfaction and retention.

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
Infographic showing various Client Solutions Associate job openings in Washington as of June 2026, with employment types broken down into 73% Full Time, 24% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $52,777 per year, or $25.4 per hour.
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Bethesda, MD • On-site

$34K - $90K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

39th of 139 rated financial services

Job description

POSITION SUMMARY
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Review and take appropriate action on client account alerts
OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred
Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports To
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $34,320-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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