ZipRecruiter

Log In

1

Wealth Management Client Associate Jobs in Baltimore, MD

NFP

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Aon

Associate, Client Service

Annapolis, MD · On-site

$14.25 - $19.75/hr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

Pwc

Asset & Wealth Management Tax Manager

Baltimore, MD · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... As a Manager you are expected to supervise, develop, and coach teams, manage client service ...

previous page

Showing results 41-60

All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Baltimore, MD

Wealth Management Client Associate information

See Baltimore, MD salary details

$10

$22

$40

How much do wealth management client associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for wealth management client associate in Baltimore, MD is $22.26, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $24.86 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities near Baltimore, MD are hiring for Wealth Management Client Associate jobs?

Cities near Baltimore, MD with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Baltimore, MD as of August 2026, with employment types broken down into 92% Full Time, 4% Part Time, and 4% Contract. Highlights an 88% In-person, 8% Hybrid, and 4% Remote job distribution, with an average salary of $46,301 per year, or $22.3 per hour.

Associate, Client Service

NFP

Annapolis, MD • On-site

$14.25 - $19.75/hr

Other

Retirement, PTO

Re-posted 25 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work
Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes
Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development
Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities
Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms
Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $50,000 -$78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
#LI-JS3
#Wealthspire

Apply