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

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Senior Client Associate information

See Nottingham, MD salary details

$28.9K

$73.8K

$132.4K

How much do senior client associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for senior client associate in Nottingham, MD is $73,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $94,600.00 per year, depending on experience, location, and employer.

What is a senior client associate?

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.

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.

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 cities near Nottingham, MD are hiring for Senior Client Associate jobs?

Cities near Nottingham, MD with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Nottingham, MD as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $73,848 per year, or $35.5 per hour.

Senior Client Service Associate

Columbia, MD • On-site

CivicMinds, Inc
Recruiting and Staffing Services • 51 - 200 employees
Learn more about CivicMinds, Incexternal

Other

Posted 13 days ago

Job description

As a Senior Client Service Associate, your role is to enhance the client experience by servicing clients and providing operational and administrative support to BWFA staff. You will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You will perform administrative duties that support BWFA advisors and financial planners in their daily business practices.
Reports To
The Client Associate will report to Chief Operating Officer & Senior Portfolio Manager, Joseph Manfredi. As well as Director of Client Services, Meghan Manas
Responsibilities And Duties

  • Receive inbound client phone calls and emails, either addressing their needs or directing them to the appropriate team member.
  • Assist client onboarding activities including the completion of all necessary paperwork and rollover calls, partnering with internal team on process execution, client portal setup, welcome emails, and proactive communication with clients.
  • Process account service requests and ensure appropriate documentation for all money movement requests including distributions, QCDs, and RMDs.
  • Complete and monitor the transfer of incoming assets from other institutions to ensure smooth and efficient onboarding experience for new clients.
  • Schedule prospective and existing client meetings including initial consultations, onboarding meetings, and annual reviews.
  • Assist in the preparation of client reports and other materials for client meetings and complete follow-up communication and implementation of actions that result from those meetings.
  • Research and resolve routine to complex client issues leveraging internal support or escalating as appropriate.
  • Track and document client interactions, activities, and meetings in Salesforce CRM, ensuring notes are input in a timely manner.
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date.
  • Leverage various communication channels to keep in touch with clients and maintain strong relationships.
  • Contribute to the mentoring and training of client associates.
Qualifications
  • Bachelor's degree in finance or related subject matter
  • 3-10 years of experience in a similar client services role at a financial services firm
  • Excellent skills in the Microsoft Office Suite
  • Experience with Salesforce CRM preferred
  • Experience with the Charles Schwab advisor platform preferred
  • Strong written and verbal communication skills
  • Detail and service-oriented
  • Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment.
  • Excellent written and verbal communication skills, as you will have significant contact with the clients of the firm.
  • Ideal team members for our office culture will have a strong work ethic, be self-motivated and have collaborative interpersonal skills.
Additional Details
Please note that this is an in-person role.

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