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Client Associate Jobs in Leesburg, VA (NOW HIRING)

Gallagher

Senior Client Associate

Rockville, MD

Overview As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will ...

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 ...

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All JobsClient Associate JobsClient Associate Jobs in Leesburg, VA

Client Associate information

See Leesburg, VA salary details

$18.7K

$51.5K

$76.4K

How much do client associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for client associate in Leesburg, VA is $51,549.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,700.00 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 job categories do people searching Client Associate jobs in Leesburg, VA look for? The top searched job categories for Client Associate jobs in Leesburg, VA are:
What cities near Leesburg, VA are hiring for Client Associate jobs? Cities near Leesburg, VA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Leesburg, 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 $51,549 per year, or $24.8 per hour.

Senior Client Associate

Gallagher

Rockville, MD

Full-time

Medical, Life

Posted 19 days ago

Arthur J. Gallagher & Co. rating

7.7

Company rating: 7.7 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

200th of 301 rated insurance

Job description

Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
 

Overview

As the Senior Client Service Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands on learning you will gain the knowledge, skills and abilities to make client-related decisions independently.


How you'll make an impact
  • You will support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
  • We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials
  • You become proficient with industry knowledge and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
  • Prepare RFPs, coordinate vendor responses, and create client presentations
  • You begin to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
  • Establish positive relationships in your office and support with administrative tasks as needed
  • You will maintain up-to-date records in the Document Management System (DMS)
  • You complete all GBS Employee Benefits Curriculum and learn from your team
  • Guide junior teammates and support the broader client service team during peak enrollment season
  • We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way

What skills will make me successful in this role?

  • You have excellent verbal and written communication skills
  • Capable of developing professional relationships with internal and external partners
  • We are a collaborative team and look for teammates who are capable of meeting deadlines
  • You are resilient and adaptable in the face of shifting priorities
  • You seek to learn about your team and help the branch meet their goals
  • You actively seek to develop professional skills
  • Aim to improve personal efficiency and productivity
  • You are able to clarify priorities/requests and manage your time wisely
  • You are eager to support the team
  • You are interested in building a knowledge of Gallagher tools, systems and shared resources
  • We look for the people who go the “Extra Mile” to achieve results
  • You actively approach issues that could impact client retention

About You
  • High School Diploma and 1 year of equivalent work experience. Bachelor’s Degree preferred
  • Proficiency in Microsoft Office
  • Basic Math Skills
  • Life & Health License (or obtained within first 90 days of employment)

#LI-AM3


Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being 
  • Career development opportunities and ongoing learning 
  • A collaborative, people-first culture with accessible leadership 
  • The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Qualifications:
  • High School Diploma and 1 year of equivalent work experience. Bachelor’s Degree preferred
  • Proficiency in Microsoft Office
  • Basic Math Skills
  • Life & Health License (or obtained within first 90 days of employment)

#LI-AM3

Education:UNAVAILABLEEmployment Type: FULL_TIME

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