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Client Associate Jobs in West Virginia (NOW HIRING)

... for client/associate cancellations, as well as for shifts completed earlier than scheduled 8. Exercises good judgment in making decisions that are in the client's best interest while handling a ...

... for client/associate cancellations, as well as for shifts completed earlier than scheduled 8. Exercises good judgment in making decisions that are in the client's best interest while handling a ...

... of associates. Responsible for workforce planning, performance management, operational risk ... Oversee resolution of high-risk, high-impact operational and client issues; ensure root-cause ...

New

Tax Associate

Summersville, WV · On-site

$43K - $58K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Tax Associate

Williamson, WV · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Tax Associate

Charles Town, WV · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Tax Associate

Hinton, WV · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Showing results 21-40

Client Associate information

See West Virginia salary details

$14.3K

$39.5K

$58.5K

How much do client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client associate in West Virginia is $39,455.00, according to ZipRecruiter salary data. Most workers in this role earn between $31,000.00 and $48,000.00 per year, depending on experience, location, and employer.

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.

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 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 West Virginia?

The most popular types of Client jobs in West Virginia are:

What are popular job titles related to Client Associate jobs in West Virginia?

For Client Associate jobs in West Virginia, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in West Virginia look for?

The top searched job categories for Client Associate jobs in West Virginia are:

What cities in West Virginia are hiring for Client Associate jobs?

Cities in West Virginia with the most Client Associate job openings:

Infographic showing various Client Associate job openings in West Virginia as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $39,455 per year, or $19 per hour.

Full-time

Re-posted 13 days ago


West Virginia University rating

6.9

Company rating: 6.9 out of 10

Based on 61 frontline employees who took The Breakroom Quiz

461st of 621 rated colleges and universities


Job description

Welcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position.Provides training, support and enrichment activities to Regional Youth sites to provide outreach, information and referral to individuals, youth, families and the community.

MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Valid driver's license, valid vehicle insurance and a reliable vehicle

2. High School diploma or equivalent

3. State criminal background check and Federal (if applicable), as required for regulated areas.

PREFERRED QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Post high school/GED training in human service field

EXPERIENCE:

1. Six months of related experience and/or training

CORE DUTIES AND RESPONSIBILITIES:The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned.

1. Conducts self in a professional manner (communication and appearance) with clients, families and other Associates to include maintaining all of the confidential aspects of the program

2. Coordinates the attainment of needed personal documentation for Regional Youth Outreach sites for referral purposes

3. Completes required programmatic documentation such as census reports

4. Assists clients in transitions between to needed services in network or outside provider networks. May utilize telehealth.

5. Creates and maintains an atmosphere of cooperation, personal interest and positive attitude when dealing with all customers (clients, families, stakeholders and other Associates) to assure that optimum care is provided to include awareness of current developments or changes

6. Meets attendance and punctuality requirements with promptness for scheduled shifts and/or meetings and trainings

7. Follows call-in/call-off procedures for client/associate cancellations, as well as for shifts completed earlier than scheduled

8. Exercises good judgment in making decisions that are in the client's best interest while handling a variety of different tasks when interacting with people with behavioral health problems

9. Accurately completes required documentation including but not limited to: referral forms, grant data documentation, satisfaction surveys,etc

10. Maintains all required documentation in compliance with organizational, state and federal regulations in a timely and accurate manner. Meets paperwork deadlines

PHYSICAL REQUIREMENTS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. The employee must be able to perform heavy work; exerting in excess of 100 pounds of force occasionally, and/or up to 50 pounds of force frequently, and/or up to 20 pounds of force consistently to move objects

2. The employee must be able to lift, move and position clients

3. Able to drive between assigned locations as needed

WORKING ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Employee is occasionally exposed to outside weather conditions

2. Noise level in the work environment is usually moderate

SKILLS AND ABILITIES:

1. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals

2. Ability to accurately spell and write routine reports and correspondence

3. Ability to speak effectively to clients and other Associates

4. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Ability to understand and use military time.

5. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Additional Job Description:

Scheduled Weekly Hours:

40

Shift:

Exempt/Non-Exempt:

United States of America (Non-Exempt)

Company:

USC Healthy Minds

Cost Center:

3165 USC Grant Community Engagement Specialist

Address:

6 Hospital PlazaClarksburgWest Virginia

Equal Opportunity Employer

West Virginia University Health System and its subsidiaries (collectively "WVUHS") is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. WVUHS strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local law. All WVUHS employees, other workers, and representatives are prohibited from engaging in unlawful discrimination. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.


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