Top 32 client services associate Jobs in hunt valley md

Client Service Associate
Focus Partners Wealth —Hunt Valley, MD
- $55,000 - $60,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
14d
Client Service Associate
Focus Financial Partners —Hunt Valley, MD
- $55,000 - $60,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
14d
Wealth Management Client Associate
Bank of America —Hunt Valley, MD
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Services Associate
First Team Professional Resources —Ellicott City, MD
- $21 - $23 an hour
- Full-time
- CRM software
- Background check
- Microsoft Excel
Quick Apply
1d
Client Advocate
PSA Insurance and Financial Services —Hunt Valley, MD
- $50,000 a year
- Full-time
- Office
- High school diploma or GED
- 1 year
- Health savings account
- Disability insurance
Quick Apply
Client Relationship Associate
DIVERSIFIED INSURANCE INDUSTRIES INC —Cockeysville, MD
- $65,000 - $70,000 a year
- Choose your own hours
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Client Relations Coordinator
Strategic Factory —Owings Mills, MD
- $19 - $22 an hour
- Full-time
- Background check
- Microsoft Outlook
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Wealth Client Associate
M&T Bank —Baltimore, MD
- $24.87 - $41.45 an hour
- Full-time
- Hybrid work
- Word processing
- Office
- Bachelor's degree
Client Account Manager
T. Rowe Price —Owings Mills, MD
- $72,000 - $118,000 a year
- Full-time
- Hybrid work
- Sales
- Research
- Mid-level
- 401(k)
- Paid time off
Client Relationship Associate (CRA)
Diversified Insurance Industries —Hunt Valley, MD
- Choose your own hours
- Mid-level
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Client Service Associate
Morgan Stanley —Baltimore, MD
- $34,320 - $90,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Registered Wealth Management Client Associate
Bank of America —Towson, MD
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
5d
Senior Client Manager, Business Insurance
Marsh McLennan Agency —Hunt Valley, MD
- Full-time
- 5 years
- Office
- High school diploma or GED
- Tuition reimbursement
Senior Manager, Client Account Services
T. Rowe Price —Baltimore, MD
- $101,000 - $212,000 a year
- Full-time
- Hybrid work
- Research
- 8 years
- Analysis skills
- Paid time off
- Adoption assistance
6d
Brokerage Registered Client Service Associate - Baltimore, MD
Truist Bank —Baltimore, MD
- $60,000 - $75,000 a year
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Registered Client Service Associate
Morgan Stanley —Baltimore, MD
- $34,320 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
12d
Client Service Associate
Pointer Financial Advisors —Columbia, MD
- $50,000 - $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Registered Client Associate/Client Associate
Royal Bank of Canada —Baltimore, MD
- $35,000 - $65,000 a year
- Full-time
- Word processing
- Research
- Office
- Disability insurance
- Health insurance
7d
Client Care Coordinator & Intake Conversion Specialist
The Center for Trauma, Stress, and Anxiety, LLC —Bel Air, MD
- $18 - $25 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
13d
Private Client Relationship Associate
Brown Advisory —Baltimore, MD
- $60,000 - $75,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
- Wellness program
- Paid parental leave

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Client Service Associate

Focus Partners Wealth
Hunt Valley, MD

Apply Now

Job Details

$55,000 - $60,000 a year
14 days ago

Benefits

Health insurance
Dental insurance
401(k)
Work from home
Vision insurance
Life insurance

Qualifications

Investment advisory support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Account maintenance
Phone communication
Money transfers
Project timeline management
Accurate transaction records management
Managing clients in a customer support role
Schedule management
Salesforce Cloud
Bachelor's degree
Managing clients in a finance role
Decision making
Investment account customer support
Microsoft Teams
Handling customer service requests
CRM system proficiency
1 year
Communication skills
Account opening
Entry level
Video conferencing systems operation
Time management

Full Job Description

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client's goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You'll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

Deliver accurate, timely service to advisors and clients with a "one-contact resolution" mindset, taking full ownership of issues through final resolution.
Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Qualifications:

Bachelor's Degree with 1+ years relevant experience (including internships).
Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.
Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
Strong interest in financial planning and investments, with a desire to grow and develop in the role.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

#LI-SA1

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California privacy rights can be found here

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Apply Now

Refine Your Search

client services associate jobs in hunt valley md

Client Service Associate

Client Service Associate

Wealth Management Client Associate

Client Services Associate

Client Advocate

Client Relationship Associate

Client Relations Coordinator

Wealth Client Associate

Client Account Manager

Client Relationship Associate (CRA)

Client Service Associate

Registered Wealth Management Client Associate

Senior Client Manager, Business Insurance

Senior Manager, Client Account Services

Brokerage Registered Client Service Associate - Baltimore, MD

Registered Client Service Associate

Client Service Associate

Registered Client Associate/Client Associate

Client Care Coordinator & Intake Conversion Specialist

Private Client Relationship Associate

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