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Sr Client Associate Jobs in Washington (NOW HIRING)

Pathstone

Senior Associate, Client Advisory

Potomac, MD · Hybrid

$74K - $81K/yr

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

Pathstone

Senior Associate, Client Advisory

Potomac, MD · On-site

$74K - $81K/yr

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five ...

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Sr Client Associate information

What is a Sr Client Associate?

Sr Client Associates, or Senior Client Associates, are experienced professionals who support financial advisors or client relationship managers in delivering services to clients. Their responsibilities often include managing client accounts, handling transactions, resolving client inquiries, preparing reports, and ensuring compliance with regulations. They play a key role in maintaining and strengthening client relationships by providing efficient and personalized service. Additionally, Sr Client Associates may mentor junior staff and assist with business development activities. This role typically requires strong communication, organizational skills, and a background in finance or customer service.

What are the key skills and qualifications needed to thrive as a Sr Client Associate?

To thrive as a Sr Client Associate, you need strong client service skills, financial acumen, and experience in financial services, often supported by a bachelor's degree and relevant industry licenses (such as FINRA Series 7 and 63/66). Proficiency in CRM platforms, financial planning software, and office productivity tools is typically required. Exceptional communication, attention to detail, and problem-solving abilities help build client trust and foster lasting relationships. These skills and qualities are essential for ensuring client satisfaction, regulatory compliance, and effective support for financial advisors.

How does a Sr Client Associate typically collaborate with financial advisors and other team members to support client needs?

As a Sr Client Associate, you will frequently work closely with financial advisors, operations staff, and sometimes compliance teams to ensure seamless client service. Your responsibilities often include preparing account documentation, resolving client inquiries, and coordinating transactions, which require clear communication and teamwork. Building strong relationships with both clients and internal partners is essential, as you act as a liaison and help maintain client satisfaction. This collaborative environment not only supports client retention but also provides opportunities to learn from experienced colleagues and advance within the organization.

What is the difference between Sr Client Associate vs Client Associate?

AspectSr Client AssociateClient Associate
Required CredentialsBachelor's degree, relevant certifications, experienceBachelor's degree, entry-level experience
Work EnvironmentClient-facing, team collaboration, financial servicesClient-facing, support role, financial services
Employer & Industry UsageFinancial firms, asset management, bankingFinancial firms, banking, investment firms
Common Search & ComparisonHigher responsibility, client interaction, supportEntry-level, support role, learning

The main difference between a Sr Client Associate and a Client Associate lies in experience, responsibilities, and level of client interaction. The Sr Client Associate typically handles more complex client needs, has greater decision-making authority, and requires more experience and certifications. The Client Associate is usually an entry-level role focused on supporting client services. Both roles are common in financial services, but the senior position offers more responsibility and expertise.

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 teams, and use tools like CRM systems to maintain client accounts and support senior staff.

What are the most commonly searched types of Sr Client jobs in Washington?

The most popular types of Sr Client jobs in Washington are:

What cities in Washington are hiring for Sr Client Associate jobs?

Cities in Washington with the most Sr Client Associate job openings:

Sr Client Associate jobs near you

Client Service Associate - Greenbelt, MD

Chelsea Senior Living

Greenbelt, MD • On-site

$65K - $85K/yr

Other

Medical, Dental, Retirement, PTO

Re-posted 13 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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