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Client Associate Jobs in Charlottesville, VA (NOW HIRING)

J.McLaughlin

Sales Associate

Charlottesville, VA · On-site

$16 - $18/hr

As brand ambassadors, Sales Associates are the experts in taking care of clients, selling, and ... Provide exemplary client service to create a customer centric, friendly retail environment that ...

KOHLS

Part-Time Retail Sales Associate

Waynesboro, VA · On-site

$14 - $20.20/hr

Client facing retail or service industry experience Pay Range: $14.00 - $20.20 Kohl's offers a variety of benefits to associates depending on full-time/part-time status and work hours, including:

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Charlottesville, VA

Client Associate information

See Charlottesville, VA salary details

$18.4K

$50.6K

$74.9K

How much do client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for client associate in Charlottesville, VA is $50,560.00, 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 Charlottesville, VA? The most popular types of Client jobs in Charlottesville, VA are:
What job categories do people searching Client Associate jobs in Charlottesville, VA look for? The top searched job categories for Client Associate jobs in Charlottesville, VA are:
What cities near Charlottesville, VA are hiring for Client Associate jobs? Cities near Charlottesville, VA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Charlottesville, VA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 17% Part Time, 1% Temporary, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $50,560 per year, or $24.3 per hour.

Investment Associate

Amarina Search Partners LLC

Charlottesville, VA • On-site

Full-time

Medical, Life, Retirement

Re-posted 15 days ago

Job description

Our client, an outsourced investment manager (OCIO) for nonprofit organizations, is seeking to hire two Private Investment Associates to support efforts in buyout and venture. Candidates may indicate their preferred focus (or remain generalist) in the application process.
This role will support and help shape the private investment program by evaluating new opportunities, monitoring existing manager relationships, and developing insights that support long-term, risk-adjusted performance. This position will work closely with members of the Investment Team, particularly the Private Team.
Responsibilities
Support evaluation of new investment opportunities, including:
  • Conduct investment diligence: build a diligence plan, conduct in-depth analysis, and coordinate team workflows.
  • Support execution and structuring of investments in partnership with senior stakeholders.
  • Develop clear investment views and produce recommendations for decision-making.

Monitor existing investment managers and create portfolio insights:
  • Review reports, attend meetings, and provide periodic updates to investment underwriting.
  • Maintain and enhance portfolio monitoring tools (including cash-flow models).
  • Identify material changes at manager or fund level and recommend follow-up diligence as needed.

Drive effective team coordination and workflow management, including:
  • Organize diligence workflows and documentation across the Investment Team and ensure accuracy.
  • Provide timely follow-up on action items and information requests.
  • Assist in refining tools, templates, and processes using AI-enabled solutions where possible.

Support client and industry activities:
  • Prepare and quality-control client deliverables.
  • Participate in client meetings as appropriate.
  • Represent company at industry events to deepen relationships and expand the network.

Education and Experience
  • 3-6+ years of relevant investment, private markets, consulting, banking, allocator, or manager research experience
  • Minimum BA or BS
  • Experience in venture capital, buyout, private equity, or private investment diligence is a plus.

Required Attributes
  • Collaborative, team-first mindset with a willingness to contribute flexibly to support shared success.
  • Intellectually curious and highly analytical, with the ability to form and defend a point of view.
  • Proactive, detail-oriented, and accountable for delivering high-quality outcomes.
  • Strong written, verbal, and interpersonal communication skills.
  • Sound judgment, professionalism, and composure required to represent the firm effectively.
  • Willingness and ability to travel domestically and internationally.
This is a full-time position with a starting base salary range of $130 - $150k
Benefits include an annual bonus, generous benefits package, including group health insurance, short- and long-term disability insurance, life insurance, and employer retirement plan contribution.
This position is hybrid 2 days per week with team members in office with additional time in the office during the initial training period.

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