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Client Associate Jobs in Charlottesville, VA (NOW HIRING)

The Beauty Flex Associate drives sales and delivers a positive customer experience by providing excellent service through building client relationships, performing product applications, and offering ...

The Beauty Flex Associate drives sales and delivers a positive customer experience by providing excellent service through building client relationships, performing product applications, and offering ...

Seasonal Sales Associate

Charlottesville, VA ยท On-site

$15.75 - $18.75/hr

About the Position The Sales Associate is responsible for assisting clientele and supporting the ... Demonstrate the Lilly Pulitzer selling culture and ensure client experience. * Drive sales by ...

Showing results 41-60

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 Sep 3, 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.

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 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:

Infographic showing various Client Associate job openings in Charlottesville, VA as of August 2026, with employment types broken down into 82% Full Time, 12% Part Time, and 6% Contract. Highlights an 69% Physical, 3% Hybrid, and 28% Remote job distribution, with an average salary of $50,560 per year, or $24.3 per hour.

Account Associate - State Farm Agent Team Member

Nathan Castello - State Farm Agent

Louisa, VA โ€ข On-site

$50K - $75K/yr

Full-time

Medical, Retirement, PTO

Re-posted 23 days ago


Job description

Benefits:
  • License reimbursement
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ROLE DESCRIPTION:
As Account Associate - State Farm Agent Team Member for Nathan Castello - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

  • Manage client accounts and update information in the database.
  • Assist clients with policy changes and inquiries.
  • Process insurance claims and follow up with clients on claim status.
  • Coordinate with underwriters to ensure timely policy issuance.
QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.