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.
Find Client Associate JobsOverview
Showing 4 of 16+ Client Associate jobs
POSITION SUMMARY
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
- Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
- Confirm authorization and authenticate client when processing requests
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
OTHER
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
- Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
- Proactively participate in firm initiatives directed by local management
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience preferred
- High School Diploma/Equivalency
- College degree preferred
Knowledge/Skills
- Strong industry, product, and branch procedures knowledge
- Exceptional writing, interpersonal and client service skills
- Detail oriented with superior organizational skills and ability to prioritize tasks
- Strong computer skills and knowledge of Microsoft Office products
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports To
- Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $35,360-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
POSITION SUMMARY
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
- Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
- Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
- Confirm authorization and authenticate client when processing requests
- Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
- Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
- Prepare financial plans, client reports, and other materials for client meetings
- Review and take appropriate action on client account alerts
OTHER
- Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
- Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
- Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
- Proactively participate in firm initiatives directed by local management
- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience preferred
- High School Diploma/Equivalency
- College degree preferred
Knowledge/Skills
- Strong industry, product, and branch procedures knowledge
- Exceptional writing, interpersonal and client service skills
- Detail oriented with superior organizational skills and ability to prioritize tasks
- Strong computer skills and knowledge of Microsoft Office products
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports To
- Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $35,360-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
See All 16 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 Bank of America, Wells Fargo, and RBC and others right now, based on current listings on Migrate Mate as of August 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 20% of client associate openings tied to Maryland are remote or hybrid as of August 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 16 Client Associate Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
Find Client Associate Jobs