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Financial Client Services Associate Jobs in Baltimore, MD

M&T Bank

Wealth Client Associate

Baltimore, MD · On-site

$24.87 - $41.45/hr

Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a ...

M&T Bank

Wealth Client Associate

Baltimore, MD · On-site

$24.87 - $41.45/hr

Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Baltimore, MD

Financial Client Services Associate information

See Baltimore, MD salary details

$13

$31

$67

How much do financial client services associate jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for financial client services associate in Baltimore, MD is $31.76, according to ZipRecruiter salary data. Most workers in this role earn between $20.53 and $34.13 per hour, depending on experience, location, and employer.

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
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Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Baltimore, MD as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,059 per year, or $31.8 per hour.

Client Processing Associate (Financial Services)

TEKsystems

Owings Mills, MD

$19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Job description

Client Processing Associate – Launch Your Career in Financial Services!

Location: Corporate office in Owings Mills, MD, 21117

Pay: $19.50/hr (paid weekly)

Industry: Financial Services / Investment Management

Ready to Take Your Administrative Career to the Next Level?

Are you detail-oriented, analytical, and looking for an opportunity to break into the financial services industry with a highly respected investment management company?

We're seeking motivated professionals with administrative, operations, customer service, claims processing, benefits administration, or back-office support experience who thrive in structured environments and enjoy solving problems. This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization.

This is NOT a data entry position. Instead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences.

What You'll Be Doing

As a Client Processing Associate, you will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions.

Key Responsibilities

Review and process client requests received through web, phone, email, and paper documentation

Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards

Process account maintenance transactions such as:

  • Profile and address updates
  • Client agreements and documentation
  • Required financial calculations
  • Account maintenance requests
  • Handle more complex transactions including:
  • Beneficiary updates and distributions
  • New account setup
  • Asset allocation requests
  • Inheritance and account transfer processing
  • Research documentation discrepancies and identify missing or conflicting information
  • Navigate multiple systems simultaneously while maintaining accuracy and efficiency
  • Review emails, paperwork, and call transcriptions to make informed processing decisions
  • Maintain high levels of quality, compliance, and customer service while managing a high-volume workload
  • Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps

Why This Role Is Different

In this position, you'll be trusted to think critically and make informed decisions—not simply follow instructions.

You'll evaluate documentation, identify potential compliance risks, interpret policies, and determine the best path forward for clients while maintaining regulatory standards.

Success in this role comes from strong judgment, attention to detail, and the ability to connect information across multiple documents and systems.

Required Qualifications

  • At least 1 year of experience working in a policy-driven or regulated environment
  • Administrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, or related experience
  • Strong attention to detail with the ability to identify inconsistencies and potential risks
  • Excellent critical thinking and problem-solving abilities
  • Comfortable reading, interpreting, and reviewing detailed documentation
  • Strong organizational skills and ability to prioritize multiple tasks
  • Ability to navigate multiple computer systems throughout the day
  • Basic Microsoft Office skills, including Excel and Outlook
  • Strong customer service mindset with excellent communication skills
  • Basic math proficiency
Preferred Qualifications
  • Experience within banking, wealth management, credit unions, insurance, investments, or financial services
  • Associate's or Bachelor's degree
  • Previous experience processing transactions, claims, benefits, account maintenance, or client requests
  • Experience working within compliance-focused environments

Ideal Backgrounds

Candidates often come from positions such as:

  • Administrative Assistant
  • Operations Associate
  • Claims Processor
  • Claims Analyst
  • Benefits Analyst
  • Financial Operations Associate
  • Client Services Representative
  • Account Processing Specialist
  • Banking Associate
  • Loan Processor
  • Customer Operations Specialist
  • Documentation Specialist
  • Back Office Support Representative
  • Client Onboarding Associate

What You'll Gain

  • Exposure to the financial services and investment industry
  • Career advancement opportunities within a nationally recognized investment firm
  • Professional training and development
  • Valuable experience in financial operations, compliance, and client services
  • The opportunity to build a long-term career with a highly respected organization
If you're a detail-oriented administrative professional looking to transition into financial services, this is an outstanding opportunity to gain experience with a leading investment company while developing skills that can accelerate your career for years to come.Upon review of your application, a national recruiter from TEKsystems may contact you via phone or email to schedule an interview!Job Type & Location

This is a Contract to Hire position based out of Owings Mills, MD.

Pay and Benefits

The pay range for this position is $19.50 - $19.50/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Owings Mills,MD.

Application Deadline

This position is anticipated to close on Aug 7, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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