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Senior Client Associate Jobs in Edgewater, MD (NOW HIRING)

NFP Corp

Associate, Client Service

Annapolis, MD

$14.25 - $19.75/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Receive training and mentorship from Senior Client Service Associates and leadership * Provide support to Advisor Associates, Lead Advisors, and Service Advisors * Support process improvement ...

Montcure, LLC

Senior Audit Associate

Washington, DC · On-site

$80K - $100K/yr

The Senior Associate serves as a key day-to-day liaison with client personnel, supports engagement leadership, and oversees staff execution to ensure timely delivery of high-quality audit results.

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Senior Client Associate information

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$28.1K

$72K

$129.1K

How much do senior client associate jobs pay per year?

As of Jul 17, 2026, the average yearly pay for senior client associate in Edgewater, MD is $72,018.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,200.00 and $92,200.00 per year, depending on experience, location, and employer.

What does a senior client associate do?

A senior client associate manages client relationships, provides financial or service support, and ensures client needs are met efficiently. They often handle complex inquiries, coordinate with internal teams, and use CRM tools to maintain accurate client records.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

Is senior associate a high position?

A senior associate is generally considered a mid- to senior-level position within a company, often indicating increased responsibility, experience, and expertise compared to entry-level roles. In many organizations, it is a stepping stone toward higher managerial or leadership roles, and it may require specialized skills or certifications. The exact level can vary depending on the industry and company structure.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

Is a CSA job stressful?

A Senior Client Associate (CSA) role can be stressful due to high client expectations, tight deadlines, and the need for strong communication and organizational skills. The level of stress varies depending on workload, firm culture, and individual experience, but managing multiple client accounts often requires multitasking and problem-solving under pressure.

What is the highest paid customer service job?

Senior client associate roles in financial services or investment firms tend to be among the highest paid customer service-related positions, often offering six-figure salaries with bonuses. These roles typically require strong industry knowledge, client management skills, and relevant certifications such as FINRA licenses.
What cities near Edgewater, MD are hiring for Senior Client Associate jobs? Cities near Edgewater, MD with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Alternatives Solutions - Senior Client Service Associate

Alternatives Solutions - Senior Client Service Associate

T Rowe Price

Baltimore, MD • Hybrid

Other

Re-posted 23 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

About the Role

T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally.This role will support the growth of alternative investments across Wealth and Institutionalchannels, with a heavy focus on client service for intermediaries.

This position offers a unique opportunity to expand and deepen T. Rowe Price's significant presence in alternative investments by ensuring excellent client service across all of T. Rowe Price's Alternative products.

Role Summary

  • The position is part of the Global Alternatives Distribution team and will report to the Head of Alternative Investment Solutions.
  • This role is directly responsible for distribution of alternatives products and will work closely with peers on partner teams which include USI - Wealth Management (WM), Individual Investors (II), Americas (AAE), APAC and EMEA and Oak Hill Advisors (OHA).
  • This is a sales enablement role, partnering with Alternative Investment Specialists and cross-channel generalist wholesalers to facilitate sales of alternative products.
  • The role has location flexibility but with a strong preference for New York City or Baltimore.

Responsibilities

  • Primary point of contact supporting internal distribution teams and external investment advisors with technical aspects of sales execution of Alternative products. This includes detailed knowledge of the industry's distribution arrangements and processes applied to T. Rowe's clients (broker-dealers, RIAs, Custodians, TAMPs, Transfer-Agents, Fund Admins and Digital Platforms).
  • Subject matter expert for distribution teams on operational components related to delivery of Alts products across all channels - understands subscription, account servicing/maintenance, transfer and reporting workflows.
  • Content creation/management experience with ability to design documents and articulate collateral requirements in order to deliver positive investor-servicing experience.
  • Assisting with client onboarding, including support of Alternatives distribution technology platforms and custodian recognition.
  • Work with internal teams to enhance data and reporting processes - ideal candidate has strong data skills/experience with business process automation, reporting/analytics and also stays up to date with leveraging the latest AI tools.
  • Maintain and monitor transaction pipeline to ensure a smooth trading experience and ensure highest quality post-trade servicing.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience
  • Prior experience in alternative sales enablement, investor-servicing and/or product management
  • Minimum of 3+ years of Alts experience
  • Knowledge of Alternatives operations for products such as interval funds, BDCs, private funds, etc.
  • Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks and Retail Platforms
  • Understands Alts digital distribution / technology platforms
  • Exceptional communication skills including written, verbal, and delivering presentations
  • Manage Virtual Data Rooms for due-diligence
  • Strong organizational, time management, and relationship management skills

Preferred:

  • Advanced degree or designation preferred (e.g. MBA, CFA, CAIA, CIMA)
  • Series 7 & 63 preferred; must obtain within 3 months of hire

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

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