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Senior Client Service Associate Jobs in Silver Spring, MD

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Choreo

Client Service Associate

Potomac, MD

$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 ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Choreo

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 ...

B.F. Saul Company

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 ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Gallagher

Senior Client Associate

Rockville, MD · On-site

  • Medical

  • Life

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 ...

Morgan Stanley

Registered Client Service Associate

Baltimore, MD · On-site

$35K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The ...

Morgan Stanley

Registered Client Service Associate

Bethesda, MD · On-site

$33K - $88K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on ...

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All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Silver Spring, MD

Senior Client Service Associate information

See Silver Spring, MD salary details

$30K

$76.7K

$137.5K

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 Silver Spring, MD is $76,704.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $98,200.00 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 near Silver Spring, MD are hiring for Senior Client Service Associate jobs?

Cities near Silver Spring, MD with the most Senior Client Service Associate job openings:

Senior Client Service Associate

CivicMinds, Inc

Columbia, MD • On-site

Other

Posted 3 days ago

New

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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