Client Associate Salaries in Timonium, MD

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

$60,000 - $80,000 a year

Build and maintain professional relationships with clients by assisting them and answering account questions. This salary range does not include other elements…

$35,000 - $65,000 a year

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.

$34,320 - $90,000 a year

Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management…

$24.87 - $41.45 an hour

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

$35,360 - $90,000 a year

Must be able to read screens, documents, and participate in conversations or phone calls with or without assistive devices. Follow DII procedures and workflows.

$65,000 - $70,000 a year