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Client Associate Jobs in Virginia (NOW HIRING)

Skillcloud HCM

Client Administration Associate

Roanoke, VA · On-site

$42K - $67K/yr

The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager. Benefits of the ...

Robert Half

Client Services Associate

Roanoke, VA · On-site

$80K - $100K/yr

We are looking for a Client Services Associate to support a high-quality client experience. This role focuses on coordinating onboarding activities, maintaining accurate client information, and ...

RH

Client Services Associate

Mclean, VA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

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 needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

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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 Jul 16, 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.

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 are Client Associates?

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.

Is Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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

Client Administration Associate

Skillcloud HCM

Roanoke, VA • On-site

$42K - $67K/yr

Full-time

Re-posted 20 days ago

Job description

TCV Trust & Wealth Management / Client Administration Associate

 

TCV Trust & Wealth Management (TCV) an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking Client Administration Associates to join their teams in their Roanoke, VA office.

The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.

Benefits of the Job:
  • Pay in the range of $42,000 - $67,000, offer commensurate with experience. 
  • Majority employee-owned, ESOP eligibility after one year of service.
  • Comprehensive benefit package and competitive salary.
  • Strong company culture that supports community and charitable organizations.
Requirements of the Client Administration Associate:
  • BS degree in business, finance or related field preferred.
  • 2 years of trust administration, paralegal, financial services or accounting experience.
  • Knowledge of basic accounting/tax principals and common asset characteristics.
  • Strong verbal, written, and interpersonal skills.
  • Discretion in handling confidential information and sensitive data.
  • Concern for clients and their needs; ability to create close and supportive relationships.
  • Attention to detail and accuracy while meeting deadlines.
  • Office based, 8:30am-5:00pm.
Responsibilities:
  • Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.
  • Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer's account.
  • Determine the various elements comprising an estate's assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.
  • Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.
  • Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager's direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client's specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients' unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

 

Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE


Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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