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Associate Client Services Manager Jobs in Virginia

MCI Careers

Client Services Manager

Richmond, VA · On-site

We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service ...

MCI Careers

Client Services Manager

Richmond, VA

We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service ...

MCI Careers

Client Services Manager

Richmond, VA · On-site

We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service ...

ProspectBlue

Client Services Associate

Richmond, VA · On-site

$50K - $60K/yr

Client Services Associate - Entry Level | Richmond, VA ProspectBlue seeks an entry-level Client ... ProspectBlue's client, a highly respected wealth management firm in Richmond, Virginia, is seeking ...

RH-USA Inc

Client Services Associate

Mclean, VA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills

RH

Client Services Associate

Mclean, VA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills

RH

Client Services Associate

Mclean, VA · On-site

$27 - $31/hr

Client Services Associates play an integral role in providing luxury service and assessing the ... Strong organizational and time management skills * Strong verbal and written communication skills

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Associate Client Services Manager information

What does an associate client services manager do?

An Associate Client Services Manager supports the management of client relationships and ensures client satisfaction with company products or services. They assist with onboarding new clients, address client inquiries, and help resolve issues efficiently. This role often involves collaborating with internal teams to deliver solutions, monitoring account performance, and preparing reports. The position serves as a key contact point for clients, helping to build and maintain strong business relationships.

What are the key skills and qualifications needed to thrive as an associate client services manager?

To thrive as an Associate Client Services Manager, you need strong organizational skills, client relationship management experience, and a relevant bachelor's degree, often in business or communications. Familiarity with CRM platforms like Salesforce, project management tools, and proficiency in Microsoft Office are typically required. Excellent communication, problem-solving abilities, and a customer-focused mindset help you excel in building trust and resolving client concerns. These skills are essential for ensuring client satisfaction, fostering long-term partnerships, and supporting business growth.

What are some common challenges faced by associate client services managers, and how can they be effectively addressed?

Associate Client Services Managers often navigate challenges such as managing multiple client accounts simultaneously, balancing competing priorities, and ensuring effective communication between clients and internal teams. To address these challenges, it's important to develop strong organizational skills, maintain clear and proactive communication, and leverage project management tools to track progress and deadlines. Regular check-ins with clients and collaboration with cross-functional teams can also help anticipate issues and deliver consistent, high-quality service.

What is the difference between Associate Client Services Manager vs Client Services Manager?

AspectAssociate Client Services ManagerClient Services Manager
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, experience often required
Work EnvironmentSupportive, entry to mid-level client support teamsLeadership role overseeing client service teams
Employer & Industry UsageFinancial services, consulting, tech firmsFinancial institutions, consulting firms, tech companies
Common Search & ComparisonYesYes

The Associate Client Services Manager typically supports client service operations under supervision, focusing on client interactions and support tasks. The Client Services Manager holds a more senior role, overseeing teams, managing client relationships, and ensuring service quality. The two roles differ mainly in responsibility level and scope, with the Associate role being more entry-level and the Manager role being more strategic and leadership-oriented.

What is the average salary for an associate client services manager?

The average salary for an associate client services manager typically ranges from $50,000 to $70,000 annually, depending on experience, industry, and company size. Entry-level positions may start lower, while experienced managers with certifications and strong client management skills can earn higher salaries.

What cities in Virginia are hiring for Associate Client Services Manager jobs?

Cities in Virginia with the most Associate Client Services Manager job openings:

Associate Client Services Manager jobs near you

Client Services Manager

Virginia Beach, VA • On-site

Magellan Financial & Insurance Services, Inc.
See more jobs at Magellan Financial & Insurance Services, Inc.external

$50K - $70K/yr

Other

Posted 19 days ago

Job description

You know the difference between answering a phone and owning what happens after it rings. Between filing a document and moving an application until it's actually done. Most offices split that work into pieces and give ownership to no one. We're doing the opposite.


Alloy Wealth VA is a retirement-planning practice in Virginia Beach — the brand is new; the practice isn't. We carry forward longstanding local roots and existing client relationships into a new chapter of growth. We're hiring one person to own the full client-and-office rhythm.


What you'll own

  • Client contact — the first voice on the phone, the first face in the office. Complete, accurate messages; routine questions handled well; advice questions routed to the right advisor fast.
  • Financial applications — accuracy and completeness from intake through completion, missing documents pursued, status and next step visible so nothing stalls quietly.
  • The calendar — scheduling, confirmations, deadlines, conflict prevention, and meeting logistics for the whole office.
  • Records and open loops — CRM, tasks, notes, and files — are up to date enough that anyone can trust them, with follow-ups closed before anyone has to chase them.
  • Events and the office itself — client events, vendors, materials, logistics, and a space that's organized, welcoming, and ready.


Why this seat

This isn't reception, and it isn't people management — there are no direct reports. You run the workflow, not the staff. In a small advisor-led office, everything above belongs to one accountable owner: you. You work directly with the advisors leading the practice; your effect on clients and advisor capacity shows quickly, and you build real depth across advisory and insurance workflows without carrying a personal sales or production mandate. As trust builds, so does the scope of what you own.


The honest trade

The role is broad and hands-on. Five days a week in our Virginia Beach office. Some hours are hospitality; some are exacting document detail — most days are both. There are no layers here; the work is yours. If you want distance from execution or one narrow lane, this isn't your seat.


What you need

  • You've owned a client-service, administrative, or document-heavy workflow from intake through completion — not one step in someone else's.
  • Warm, professional communication by phone, email, and in person, with accurate capture and sound judgment about what to handle and what to escalate.
  • Accuracy in a confidential environment — you catch incomplete, inconsistent, or missing information before it becomes a problem.
  • Independent prioritization across calls, calendars, applications, events, and everything else a small office generates.
  • A sustainable full-time, on-site commitment to Virginia Beach.


No securities or insurance license is required, but if you hold one, it's a plus. Backgrounds in wealth management, banking, trust, insurance, mortgage processing, legal, healthcare, or accounting translate well — the common thread is regulated, deadline-sensitive work you carried to completion.


Compensation: $50,000–$70,000 base. Placement depends on relevant experience and remaining ramp.


If you've been the person a whole office quietly depends on, we'd like to meet you.

Apply