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 ...
New
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 ...
New
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 ...
New
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 ...
New
Senior Client Associate
Rockville, MD · On-site
Senior Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better ...
Senior Client Associate
Rockville, MD · On-site
Senior Client Service Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better ...
Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... Rowe Price's significant presence in alternative investments by ensuring excellent client service ...
Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets ... Rowe Price's significant presence in alternative investments by ensuring excellent client service ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Associate, Client Service
$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 ...
Associate, Client Service
$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 ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals ...
Client Service Associate
$15 - $20.75/hr
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...
Client Service Associate
$15 - $20.75/hr
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...
Client Service Associate
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...
Quick apply
Client Service Associate
Potomac, MD · On-site
$15 - $20.75/hr
As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Bethesda, MD · On-site
$15.50 - $21.50/hr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Bethesda, MD · On-site
$60K - $80K/yr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Quick apply
Client Service Associate
Bethesda, MD · On-site
$60K - $80K/yr
Position Summary We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by ...
Client Service Associate
Frederick, MD · On-site
$14.50 - $20/hr
Client Service Associate Frederick, MD Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client ...
Client Service Associate
Frederick, MD · On-site
$14.50 - $20/hr
Client Service Associate Frederick, MD Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client ...
Client Service Associate
Cockeysville, MD · On-site
$13.75 - $19/hr
Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned ...
New
Client Service Associate
Cockeysville, MD · On-site
$13.75 - $19/hr
Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned ...
New
Senior Client Service Associate information
See Maryland salary details
$28.1K - $37.3K
17% of jobs
$42.8K is the 25th percentile. Wages below this are outliers.
$37.3K - $46.5K
14% of jobs
$46.5K - $55.7K
4% of jobs
$55.7K - $64.8K
14% of jobs
The median wage is $66.1K / yr.
$64.8K - $74K
12% of jobs
$74K - $83.2K
9% of jobs
$88K is the 75th percentile. Wages above this are outliers.
$83.2K - $92.4K
11% of jobs
$92.4K - $101.6K
9% of jobs
$101.6K - $110.7K
6% of jobs
$110.7K - $119.9K
3% of jobs
$119.9K - $129.1K
1% of jobs
$28.1K
$72K
$129.1K
How much do senior client service associate jobs pay per year?
As of Aug 16, 2026, the average yearly pay for senior client service associate in Maryland is $72,012.00, 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 service associate do?
A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.
What cities in Maryland are hiring for Senior Client Service Associate jobs?
Cities in Maryland with the most Senior Client Service Associate job openings:
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.
- 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.
Please note that this is an in-person role.
About CivicMinds
Sourced by ZipRecruiter
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
Stanton, CA, US
Year founded
2006