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Client Associate Jobs in Virginia (NOW HIRING)

Purple Strategies

Client Associate

Alexandria, VA · On-site

About The Position The Associate serves as an integral member of client teams, contributing foundational support to the development and execution of client and internal projects. They gain exposure ...

Purple Strategies

Client Associate

Alexandria, VA · Hybrid

About The Position The Associate serves as an integral member of client teams, contributing foundational support to the development and execution of client and internal projects. They gain exposure ...

Purple Strategies

Client Associate

Alexandria, VA · Hybrid

About The Position The Associate serves as an integral member of client teams, contributing foundational support to the development and execution of client and internal projects. They gain exposure ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Virginia

Client Associate information

See Virginia salary details

$18.3K

$50.5K

$74.9K

How much do client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client associate in Virginia is $50,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $61,500.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Virginia? The most popular types of Client jobs in Virginia are:
What are popular job titles related to Client Associate jobs in Virginia? For Client Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Virginia look for? The top searched job categories for Client Associate jobs in Virginia are:
What cities in Virginia are hiring for Client Associate jobs? Cities in Virginia with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in VA? For Client Associate jobs in VA, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Virginia as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $50,527 per year, or $24.3 per hour.

Client Associate-RVA

SILVERCREST ASSET MANAGEMENT GROUP

Richmond, VA • On-site

Full-time

Re-posted 15 days ago

Job description

Job Description
Silvercrest Client Associate

_________________________________________________________________________________________________

Status: Full-Time Employee
Location: Richmond, VA
Education: Bachelor?s degree or significant industry experience

Company Overview:

Silvercrest Asset Management Group is a registered investment advisor that provides asset management and family office services to families and select institutional investors. Silvercrest currently advises on $36.7 billion for a clientele comprised primarily of families, endowments, foundations and other institutional investors.

Job Description:

Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They should be able to multi-task effectively, be eager to learn and improve processes, have a good work ethic and should be professional and personable in relating to clients and co-workers.

Qualifications:

  • Experience: 3 years? experience with a financial advisory firm preferable, but not required
  • Required Skills: Understanding of a broad range of investment products, experience with client service, MS Office proficiency including excellent Excel and Word skills
  • Desired Qualifications: Knowledge of Schwab Advisor Center or other custodial platforms, Docusign, Advent APX

Responsibilities Include:

  • Provide support to portfolio management team including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
  • Communicate with portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client related matters.
  • Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
  • Interface with client custodians, accountants, attorneys, and third-party investment managers.
  • Maintain accurate client information on internal and third-party systems.
  • Work closely with custodians and internal operations to ensure accuracy of security set-up, cost basis, holdings, and other account information.
  • Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs including management fees, tax payments, distributions, hedge fund subscriptions, and private equity capital calls.
  • Assist in the preparation of meeting materials for current and prospective clients.
  • Prepare paperwork for client signature, including Silvercrest advisory agreements, custodial forms, and subscription and redemption documents for alternative investments such as hedge funds and private equity funds.
  • Act as a liaison to Silvercrest?s family office group to assist with bill paying, tax payments, and other miscellaneous needs as they arise.
  • Additional duties and projects as required to support clients and the team.

Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.

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