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Senior Client Service Associate Jobs in Maryland

Waverly Advisors, LLC

Client Service Associate

Frederick, MD · On-site

$14.50 - $20/hr

The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client ...

Gallagher

Senior Client Associate

Rockville, MD · On-site

Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Overview As the Senior Client Service Associate you will continue to develop industry knowledge and ...

NFP

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's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

New

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's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

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's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

New

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's wants and needs, acting on, and/or delegating items and following through to completion while keeping ...

Huntington

Sr Client Service Advisor

Hagerstown, MD · On-site +1

Serves as a key escalation point for resolving complex client servicing issues, providing expert-level support throughout onboarding and ongoing account management by analyzing statements, repricing ...

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Showing results 21-40

All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Maryland

Senior Client Service Associate information

See Maryland salary details

$28.1K

$72K

$129.1K

How much do senior client service associate jobs pay per year?

As of Aug 18, 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.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

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 consistently.

What cities in Maryland are hiring for Senior Client Service Associate jobs?

Cities in Maryland with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Maryland as of August 2026, with employment types broken down into 100% Full Time. Highlights an 73% In-person, 20% Hybrid, and 7% Remote job distribution, with an average salary of $72,012 per year, or $34.6 per hour.

Client Service Associate - Greenbelt, MD

Chelsea Senior Living

Greenbelt, MD • On-site

$65K - $85K/yr

Other

Medical, Dental, Retirement, PTO

Re-posted 9 days ago

Job description

Position: Client Service Associate
Firm: Stuart Financial Group
Location: Greenbelt, MD
Overview:
Stuart Financial Group based in Greenbelt, MD, is a boutique and independent financial and legacy planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area.
We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional who thrives in a fast-paced environment and enjoys building long-term client relationships.
The Client Service Associate serves as a key part of the client journey-from onboarding and asset transfers to ongoing service and advisor support-helping ensure every client interaction reflects the high standards of our firm.
What you'll do:

  • Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
  • Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
  • Support advisors by preparing for client meetings and ensuring a seamless client experience
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Prepare issued business for delivery and client follow-up
  • Assist with new business processing and operational workflows
  • Prepare client review materials and account summaries for upcoming meetings
What We're Looking For:
  • Bachelor's degree in business, finance, economics, or related field
  • 3+ years in client service or related industry experience
  • Series 65 or willing to obtain within 3-6 months
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Maryland Insurance License preferred
  • Experience with Fidelity Custodial platform is a plus
  • Experience with RightCapital, Holistiplan and Wealthbox or similar financial planning software is preferred
What You'll Get:
Pay & Perks:
  • $65,000 - $85,000/year, based on experience + bonus potential
  • 100% firm paid medical and dental insurance for employee after 60 days
  • Health Savings Account with 50% employer match after 60 days
  • Safe Harbor 401(k) with 100% employer match up to 6% of salary after 6 months
  • Paid Time Off + 9 paid holidays
Schedule:
  • In office: Monday - Thursday, 8:30am - 5:00pm
  • Fridays, 8:30am-4:00pm (summer schedule Memorial Day - Labor Day 8:30am - 2:00pm)

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $65,000 - $85,000 per year

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