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Client Associate Jobs in Ashburn, VA (NOW HIRING)

Ultimate LLC

Client Development Associate

Rockville, MD · On-site

$60K - $65K/yr

Client Development Associate (Hybrid) - Rockville, MD Base Salary: $60,000-$65,000 + Bonus Location: Rockville, MD Schedule: Hybrid after training is complete About the Opportunity Our client is a ...

5 Legal

Registered Funds Associate

Washington, DC

Am Law top 100 firm which is popular for its high-profile financial services is seeking a highly qualified associate to join their Financial Services group. The ideal candidate must have 3-6 years of ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Rockville, MD · On-site

$55K - $65K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Washington, DC · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Bethesda, MD · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

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All JobsClient Associate JobsClient Associate Jobs in Ashburn, VA

Client Associate information

See Ashburn, VA salary details

$18.9K

$52.1K

$77.2K

How much do client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client associate in Ashburn, VA is $52,117.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $63,400.00 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 Ashburn, VA? The most popular types of Client jobs in Ashburn, VA are:
What are popular job titles related to Client Associate jobs in Ashburn, VA? For Client Associate jobs in Ashburn, VA, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Ashburn, VA look for? The top searched job categories for Client Associate jobs in Ashburn, VA are:
What cities near Ashburn, VA are hiring for Client Associate jobs? Cities near Ashburn, VA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Ashburn, VA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $52,117 per year, or $25.1 per hour.

Client Development Associate

Ultimate LLC

Rockville, MD • On-site

$60K - $65K/yr

Other

Posted 19 days ago

Job description

Job Description
Client Development Associate (Hybrid) - Rockville, MD
Base Salary: $60,000-$65,000 + Bonus
Location: Rockville, MD
Schedule: Hybrid after training is complete
About the Opportunity
Our client is a well-established organization that provides specialized insurance, risk management, and professional liability solutions to a nationwide professional community. They are seeking an ambitious, polished, and self-motivated Client Development Associate to join their team.
This is an excellent opportunity for a sales-driven professional who enjoys relationship building, consultative selling, and working with warm leads. Individuals with backgrounds in insurance, telecommunications, inside sales, customer service, retail sales, or business development are encouraged to apply.
What You'll Do

  • Conduct outreach to company-provided warm leads via phone and email
  • Build relationships with prospective clients and identify appropriate insurance solutions
  • Maintain accurate records of prospect interactions and sales activities
  • Manage opportunities throughout the sales pipeline
  • Track performance metrics and assist with sales reporting
  • Represent the organization at conferences, networking events, and industry meetings
  • Collaborate with marketing and operations teams on outreach initiatives and campaigns
  • Provide feedback on customer needs and market trends
  • Maintain compliance with industry regulations and company policies
Qualifications
  • 2-4 years of experience in sales, customer service, business development, or a related field
  • Strong verbal and written communication skills
  • Comfortable making outbound calls and engaging clients
  • Highly organized with strong attention to detail
  • Self-starter with a positive, goal-oriented mindset
  • Professional and polished presentation
  • Comfortable working independently while contributing to a team
  • Interested in growing a long-term career in sales and insurance
  • Demonstrates career stability and professional growth

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
Job Reference: JN -072026-426210

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