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Private Client Associate Jobs in Maryland (NOW HIRING)

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 service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on ...

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 service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

College Park, MD · On-site

$62K - $75K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Laurel, MD · On-site

$62K - $75K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

College Park, MD · On-site

$62K - $75K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

Proficiency in Microsoft Office and previous experience in client servicing and operations at a ... We offer a broad range of investment and advisory services to institutional clients, private ...

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Showing results 21-40

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Maryland

Private Client Associate information

See Maryland salary details

$28.9K

$51.9K

$94.7K

How much do private client associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for private client associate in Maryland is $51,921.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,882.00 and $65,785.00 per year, depending on experience, location, and employer.

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What are popular job titles related to Private Client Associate jobs in Maryland?

For Private Client Associate jobs in Maryland, the most frequently searched job titles are:

What job categories do people searching Private Client Associate jobs in Maryland look for?

The top searched job categories for Private Client Associate jobs in Maryland are:

What cities in Maryland are hiring for Private Client Associate jobs?

Cities in Maryland with the most Private Client Associate job openings:

Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Maryland as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $51,921 per year, or $25 per hour.

Senior Client Manager, Business Insurance

Marsh McLennan

Cockeysville, MD • On-site

Other

Medical, Retirement

Re-posted 20 days ago

Job description

Company:
Marsh McLennan Agency
Description:
Marsh McLennan Agency
Senior Account Manager, Business Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Account Manager, Business Insurance at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Senior Account Manager on the Business Insurance team, you will manage relationships with clients, prospects, client teams and producers to provide best in class service and drive growth. Providing coverage analysis, risk management recommendations, negotiating coverage and pricing with carriers, preparing proposals, and resolving billing issues will be part of your day-to-day. You will also mentor our Client Service Associates by developing their policy-checking skills and coverage knowledge.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • High school diploma or equivalent required
  • Minimum 5 years' experience in Business Insurance
  • Property & Casualty license (or ability to obtain in 90 days of employment)
  • Insurance designations (i.e. INS, AAI, CISR) or demonstrated knowledge of Business Insurance coverages.
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
These additional qualifications are a plus, but not required to apply:
  • Associates or Bachelors degree preferred
  • Working towards CPCU, CIC, ARM, and/or AU designations or able to demonstrate equivalent knowledge and ability.
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfilment through meaningful work.
Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Charitable contribution match programs
  • Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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  • LinkedIn

Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAMID
#MMABI
#LI-Onsite

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