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Private Client Associate Jobs in Baltimore, MD (NOW HIRING)

M&T Bank

Wealth Client Associate

Baltimore, MD

$24.87 - $41.45/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience ...

M&T Bank

Wealth Client Associate

Baltimore, MD · On-site

$24.87 - $41.45/hr

Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience ...

Sorren, Inc.

Assurance Senior Associate

Baltimore, MD · On-site

$80K - $105K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Review workpapers prepared by associates/interns, provide constructive feedback, and ensure ...

Sorren, Inc.

Assurance Senior Associate

Baltimore, MD · On-site

$80K - $105K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... Review workpapers prepared by associates/interns, provide constructive feedback, and ensure ...

NFP Corp

Associate, Client Service

Annapolis, MD

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

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Private Client Associate information

See Baltimore, MD salary details

$29.2K

$52.4K

$95.5K

How much do private client associate jobs pay per year?

As of Aug 5, 2026, the average yearly pay for private client associate in Baltimore, MD is $52,364.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,189.00 and $66,346.00 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.
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Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Baltimore, MD as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $52,364 per year, or $25.2 per hour.

Private Client Relationship Associate

Brown Advisory Incorporated

Baltimore, MD • On-site

$39K - $49K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 9 days ago

Job description

Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Position Summary
Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.
The primary duties and responsibilities include but are not limited to:
  • Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
  • Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.
  • Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
  • Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.
  • Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.
  • Maintain CRM records for clients and prospects.
  • Complete ad hoc client-related projects as needed.

Qualifications:
  • Bachelor's degree required
  • 1+ years financial industry or client service experience preferred
  • Experience with trust administration and/or client account documentation a plus
  • Proficiency with M.S. Office suite including Excel, Word & PowerPoint
  • Strong quantitative, analytical, and interpersonal skills
  • Highly organized work style; detail-oriented and accurate
  • Ability to multi-task and adapt to changing priorities to meet client demands
  • Collaborative team-player; self-motivated with a strong work ethic
  • Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
  • Exhibits excellent communication skills, both verbal and written
  • Eager to contribute and learn, ask questions and provide solutions
  • Ability to work in the Baltimore office location

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Salary: $60k - $75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.

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