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Private Client Associate Jobs in Maryland (NOW HIRING)

Aon

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

NFP Corp

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

NFP Corp

Client Service Associate

Hunt Valley, MD · On-site

$13.75 - $19/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

NFP Corp

Client Service Associate

Hunt Valley, MD

$13.75 - $19/hr

The Client Services Associate must provide superior client service by identifying the client ... Partners with Private Wealth Management Team to process individual asset management applications ...

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Showing results 41-60

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 Sep 4, 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.

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.

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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

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 88% Full Time, 8% Part Time, and 4% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $51,921 per year, or $25 per hour.

Account Manager, Personal Lines Insurance

Marsh & McLennan Companies, Inc.

Cockeysville, MD • On-site

$64K - $120K/yr

Full-time

Medical, Retirement

Re-posted 20 days ago

Job description

Company:
Marsh McLennan Agency
Description:
Marsh McLennan Agency
Account Manager, Personal Lines 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. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Account Manager, Personal Lines 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 170 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 Account Manager on the Personal Lines team, you'll be responsible for the growth and management of private client accounts by meeting monthly and annual production goals. You will be a mentor to associates on your team and serve as an advisor and consultant to our client. It is essential that you have a good understanding of the marketplace, along with building and maintaining strong relationships with our insurance carrier partners. Successful candidates will have:
  • Superb customer service skills and ability to work independently.
  • Exceptional time management and organization skills.
  • Self-starter with demonstrated resourcefulness
  • Proficiency with Microsoft Office Suite, with advanced proficiency in Excel.
  • Exceptional Attention to Detail

Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • High School Diploma or equivalent required
  • Demonstrated knowledge of Personal Lines Insurance coverages with a minimum of 3 years' experience within the insurance industry
  • P&C Insurance License (or ability to obtain within 90 days)
  • Strong Microsoft Word and Excel skills
  • 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 Bachelor's degree preferred

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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Hybrid schedule
  • 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:
  • Instagram
  • Facebook
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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 is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
#MMAMID
#MMABI
LI-Hybrid
The applicable base salary range for this role is $64,700 to $120,400.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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