Client Associate Jobs in Maryland
Client Associate jobs in Maryland are in steady demand, concentrated in wealth management, financial services, and brokerage operations, with openings at every level from entry-level support staff to senior client-facing specialists. The heaviest hiring is in and around Baltimore, Bethesda, and Annapolis, where firms like T. Rowe Price, Legg Mason, and Morgan Stanley maintain significant Maryland operations. The most sought-after specialties include investment operations support, private client services, and retirement plan administration. Scan the live roles below and apply to whichever ones fit.
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Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Bank organization, you will be based in College Park, Maryland supporting multiple branches in the region.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to solve customer's problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
- Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetencies
Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience
Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.Education
No DegreeCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $40,500.00 – $67,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application Window
Generally, this opening is expected to be posted for two business days from 09/25/2026, although it may be longer with business discretion.Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
See All 33 Client Associate Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Maryland
Where Maryland roles are concentrated, by current openings.
Client Associate Job Market in Maryland
A snapshot from current Maryland openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Banking & Financial Services
What Maryland Employers Look For
The qualifications that appear most often in client associate jobs across Maryland.
- Active FINRA Series 7 or Series 66 license preferred or required by Maryland employers
- Bachelor's degree in finance, business, or a closely related field required
- One to three years of client-facing financial services or brokerage support experience
- Proficiency with CRM platforms such as Salesforce or Redtail in a client services context
- Strong written and verbal communication skills for handling high-net-worth client relationships
- Ability to obtain additional FINRA registrations within a defined period after hire
Client Associate Jobs in Maryland: Frequently Asked Questions
How do you become a client associate in Maryland?
Most Maryland employers require a bachelor's degree in finance, business, or economics alongside a FINRA Series 7 registration, obtained through the Financial Industry Regulatory Authority. Some firms also require a Series 66 for roles with any advisory component. Because Maryland has no separate state licensing board for this role, candidates pursue FINRA registrations sponsored by their hiring firm and may need to pass the Securities Industry Essentials exam before sitting for a Series exam.
Which companies hire client associates in Maryland?
Maryland client associate roles are posted by PNC Financial Services, RBC, and Truist and others right now, based on current listings on Migrate Mate as of September 2026. Maryland's deep concentration of asset managers and broker-dealers in Baltimore and the Washington suburbs means the employer pool skews toward established financial institutions with large retail and institutional client books.
Which Maryland cities have the most client associate jobs?
Bethesda, Baltimore, and Frederick account for the largest share of client associate openings in Maryland. Baltimore leads because of its headquarters-level presence of major asset managers and banks, while Bethesda and Rockville draw volume from wealth management firms serving the high-income Washington metro corridor, and Annapolis reflects demand tied to financial services firms near the state capital.
Are there remote client associate jobs in Maryland?
Yes, but they're less common than in purely analytical roles, since client associates often work directly with advisors and clients in branch or office settings. About 40% of client associate openings tied to Maryland are remote or hybrid as of September 2026, reflecting a mix of firms that have retained flexible arrangements. Roles focused on portfolio administration, account documentation, and back-office support are the most likely to offer remote or hybrid schedules.
How can I get hired as a client associate in Maryland with little or no experience?
The most realistic entry path is applying directly to the new-associate or financial professional development programs that firms like T. Rowe Price and Morgan Stanley run out of their Baltimore and Bethesda offices, which are designed for candidates without prior brokerage experience. Roles such as branch operations associate, client service representative, or new-accounts specialist at Maryland community banks and regional broker-dealers also serve as lateral entry points. Passing the Securities Industry Essentials exam before applying signals genuine commitment and gives candidates an immediate edge in a field where FINRA registration is a near-universal expectation.
Where can I find and apply to client associate jobs in Maryland?
You can find and apply to client associate jobs in Maryland on Migrate Mate, which lists current openings across the state. Search the listings, find roles that match your background and location, and apply directly to the ones that fit.
See All 33 Client Associate Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
Find Client Associate Jobs