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Client Associate Jobs in Virginia (NOW HIRING)

CSC Leasing

Client Services Associate

Richmond, VA

The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client ...

CSC Leasing

Client Services Associate

Richmond, VA · On-site

The Client Services Associate helps maintain operational accuracy, supports timely documentation and processing, and enables Account Managers to focus on relationship management and strategic client ...

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Client Associate information

See Virginia salary details

$18.3K

$50.5K

$74.9K

How much do client associate jobs pay per year?

As of May 29, 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 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.

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.

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 May 2026, with employment types broken down into 1% As Needed, 76% Full Time, 15% Part Time, 1% Temporary, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,527 per year, or $24.3 per hour.
Registered Client Assistant II (Hybrid--Richmond, VA) Wealth Management

Registered Client Assistant II (Hybrid--Richmond, VA) Wealth Management

Atlantic Union Bank

Glen Allen, VA • Hybrid

$49.54K - $74.32K/yr

Other

Posted 27 days ago

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

96th of 141 rated banks

Job description

Description

This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of complex organizational duties related to the updating and organizing of information for the branch, client files and office files.

Position Accountabilities

  • Ensure that each customer receives outstanding client experience.
  • Maintain and service client needs for both brokerage and direct accounts
  • Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service.
  • Establish, maintain and update department files and/or client files and records.
  • Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed.
  • Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.
  • Mentors Client Assistant I position.
  • Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned.

Organizational Relationship

This position reports to the Lead Client Assistant.

Position Qualifications

Education & Experience

  • High School diploma; or equivalent; some higher education course completion work preferred.
  • Minimum of five years of experience in financial services industry.
  • FINRA registrations to include Series 7 and 63 (required)
  • State of Virginia life insurance and annuities licenses (required)

Knowledge & Skills

  • Ability to multi-task and establish priorities.
  • Excellent customer service skills.
  • Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
  • Advanced math and analytical skills.
  • Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others.
  • Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures.
  • Ability to work with minimum supervision.

Learn more about our Atlantic Union Financial Consultants division here: https://www.raymondjames.com/aufc/

The full salary range for this opening is $49,536 - $74,319 USD.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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