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161 client associate jobs at 109 companies in Maryland

2mo
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Client Associate
Baltimore, Maryland, United States
$55k-$65k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
SIE, Series 7 and 66 (or willingness to obtain); bachelor’s degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
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2mo
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Client Service Associate
Bethesda, Maryland, United States
$60k-$80k/yr OnsiteFull Time
B. F. Saul Company: Develops, manages, and owns commercial real estate and hotels.
2+ YOE1-2 years client services experience; bachelor’s degree or equivalent work experience; strong communication and organizational skills.
Microsoft Office, CRM systems, Trust accounting software
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1mo
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Associate, Client Advisory
Alexandria or Potomac
$65k-$73k/yr HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
Bachelor's degree required; prior client operations/financial industry experience preferred; strong analytical, communication, and Excel skills; basic understanding of investments.
Microsoft Office, Microsoft Excel
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2mo
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Registered Client Associate/Client Associate
Baltimore, Maryland, United States
$35k-$65k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or job-related experience; strong communication; detail-oriented; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; adaptable to change.
Data Entry, CRM, MS Office, Financial software
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4w
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
Supports advisor teams with account onboarding, custodial account maintenance, asset movements, and client communication; requires strong Microsoft Office and CRM skills and relevant financial services experience.
Microsoft Office Suite, CRM
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3w
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Bachelor's preferred in Finance/Economics, relevant financial services experience, strong Microsoft Office and CRM skills, client service orientation, organizational ability, and willingness to build custodial platform proficiency.
Microsoft Office Suite, CRM, custodian websites
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1mo
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Associate, Client Success
Rockville, Maryland, United States
$70k-$80k/yr HybridFull Time
Montage Marketing Group
Montage Marketing Group: Provides strategic marketing, communication, and event management services.
3+ YOE3+ years client-facing professional services experience; strong written and verbal communication; stakeholder and project coordination; ability to obtain Public Trust suitability; located within commutable distance to Rockville, MD.
Box, Wrike, Microsoft SharePoint, Unanet
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2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Strong client service, organizational and Microsoft Office skills. Willingness to obtain Series 7/66 or Series 63/65 licenses. Industry experience is a plus.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Client Service Associate
Frederick, Maryland, United States
OnsiteFull Time
Waverly Advisors
Waverly Advisors: Provides wealth management and financial planning for private clients.
2+ YOE2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; experience with Raymond James/custodial platforms preferred; proficiency in Microsoft Office, SharePoint, and Salesforce; strong communication and organizational skills.
Microsoft Office, Microsoft SharePoint, Salesforce, Raymond James
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2w
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Client Service Associate
Baltimore, Maryland, United States
$34k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Detail-oriented with advanced Microsoft Office skills; willing to obtain Series 7/63/65/66 licenses. Strong interpersonal, writing, time-management, and client-service skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
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1w
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Senior Client Associate
Rockville, Maryland, United States
$44k-$86k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma and 1 year experience required; Bachelor’s preferred. Proficiency with Microsoft Office, basic math, and obtain Life & Health license within 90 days.
Microsoft Office, Document Management System (DMS)
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1w
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Registered Wealth Management Client Associate
Frederick, Maryland, United States
$27-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, client service and investment product knowledge, strong communication and technology skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
2+ YOE2-5 years relevant experience; bachelor's degree or equivalent; Series 7/63 or 7/66 (or willing to acquire); strong organizational, communication, data analysis, and client-facing skills; knowledge of investments, banking, and credit products.
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2mo
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Registered Client Service Associate
Bethesda, Maryland, United States
$74k-$104k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
2+ YOE2-5 years relevant experience; strong organization, data analysis, problem solving, and communication skills; client-facing experience with operations/compliance; knowledge of investments, banking, and credit; Series 7/63 or 7/66 required or willing to acquire; bachelor's preferred.
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2mo
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Client Service Associate
Bethesda, Maryland, United States
$55k-$65k/yr HybridFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
1+ YOEBachelor’s degree with 1+ year relevant experience; strong communication; proficient in MS Office; Salesforce preferred; ability to manage multiple priorities.
Microsoft Office, Outlook, Word, Excel, PowerPoint, Salesforce
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2mo
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Client Service Associate
Bethesda, Maryland, United States
$55k-$65k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
1+ YOEBachelor’s Degree with 1+ years experience; strong communication; proficient in Microsoft Office and Salesforce; able to manage multiple priorities and maintain accuracy.
Microsoft Office, Outlook, Word, Excel, PowerPoint, Salesforce
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1mo
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Client Service Associate
Potomac, Maryland, United States
OnsiteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
3+ YOE3+ years in wealth management, tax, or financial services; 2-year degree in business/finance/accounting/tax or equivalent experience; strong communication, attention to detail, compliance record, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics CRM, Schwab Institutional, Black Diamond, eMoney Advisor
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1w
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Client Services Associate, Senior Living
Towson, Maryland, United States
$48k-$50k/yr OnsiteFull Time
BAYADA Home Health Care
BAYADA Home Health Care: Provides professional home health care and nursing services.
Experience in home health or medical office preferred; associate degree minimum (bachelor preferred); strong computer and communication skills; knowledge of Medicare/OASIS helpful; supervisory experience a plus.
Electronic Medical Record
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2w
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Corporate Trust Client Relationship Associate
Baltimore, Maryland, United States
$29-$48/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEBachelor's degree or equivalent experience, minimum 1 year client-facing experience, Excel proficiency, strong communication, attention to detail, and familiarity with corporate trust or public finance preferred.
Microsoft Excel
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3w
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Client Service Associate - Greenbelt, MD
Greenbelt, Maryland, United States
$65k-$85k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
3+ YOEBachelor's degree in business/finance/economics, 3+ years client service experience, Series 65 (or obtain within 3–6 months), proficiency with Microsoft Office and CRM, strong communication and attention to detail.
Wealthbox, RightCapital, Holistiplan, Fidelity Custodial platform, Microsoft Office Suite
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