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Client Associate Jobs in Richmond, VA (NOW HIRING)

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

Position Overview We are seeking a highly organized, personable, and detail-oriented Client Associate to join our growing team. In this role, you will support financial advisors, enhance the client ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

Position Overview We are seeking a highly organized, personable, and detail-oriented Client Associate to join our growing team. In this role, you will support financial advisors, enhance the client ...

Help At Home

Intake Client Associate

Richmond, VA · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Richmond, VA

Client Associate information

See Richmond, VA salary details

$18.3K

$50.4K

$74.7K

How much do client associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for client associate in Richmond, VA is $50,436.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $61,400.00 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 Richmond, VA?

The most popular types of Client jobs in Richmond, VA are:

What are popular job titles related to Client Associate jobs in Richmond, VA?

For Client Associate jobs in Richmond, VA, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Richmond, VA look for?

The top searched job categories for Client Associate jobs in Richmond, VA are:

What cities near Richmond, VA are hiring for Client Associate jobs?

Cities near Richmond, VA with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Richmond, VA as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Summer. Highlights an 93% In-person, 5% Hybrid, and 2% Remote job distribution, with an average salary of $50,436 per year, or $24.2 per hour.

Client Investment Associate

LHH US

Richmond, VA

$60K - $80K/yr

Full-time

Re-posted 21 days ago

Job description

LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on the Southside of Richmond, Virginia, working in the office.
Position Overview
We are seeking a highly organized, personable, and detail-oriented Client Associate to join our growing team. In this role, you will support financial advisors, enhance the client experience, and help ensure smooth and efficient daily operations. The ideal candidate thrives in a professional, fast-paced environment and is motivated by helping clients achieve their financial goals.
Key Responsibilities
  • Serve as a primary point of contact for client inquiries, providing prompt, accurate, and professional support
  • Coordinate account onboarding, documentation, and maintenance activities
  • Assist with preparation of client meeting materials, reports, and presentations
  • Manage client account transactions, money movement requests, and general service needs
  • Maintain organized client files and ensure data accuracy across systems
  • Support advisors with administrative tasks and operational follow-through
  • Collaborate with internal teams to ensure a seamless and consistent client service experience
  • Monitor deadlines, compliance requirements, and workflow processes to support exceptional client care
Qualifications
  • Bachelor's degree preferred or equivalent experience
  • Prior experience in financial services, wealth management, or client service highly valued
  • Strong communication and interpersonal skills
  • High level of professionalism, discretion, and client empathy
  • Excellent organizational and time-management capabilities
  • Proficiency with Microsoft Office; familiarity with CRM or wealth management platforms a plus
  • Ability to work both independently and collaboratively
  • FINRA Series 7 and/or 66 licenses are a plus (or willingness to obtain)
What We Offer:
  • Competitive salary and benefits package
  • Opportunities for professional development and industry education
  • Collaborative and supportive team environment
  • Meaningful client relationships and long-term career growth potential
If interested in this permanent Client Associate role please apply below.
Pay Details: $60,000.00 to $80,000.00 per year
Search managed by: Mollie Miller
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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About LHH

Sourced by ZipRecruiter

LHH Recruitment Solutions is a division of the Adecco Group, the world's leading HR Solutions provider and the 7th best workplace in the world. We are an industry leader in temporary and permanent recruitment within accounting and finance. We work with premier clients, from small businesses to Global Fortune 500 companies, and we know that every opening is more than a job, and that every candidate is more than a resume. We work closely with candidates to understand their needs and apply our industry expertise to make matches for clients that drive business results. Our ability to dynamically balance your needs with the right Solutions gives clients and candidates the right fit to succeed. We are an evolving organization and take pride in a culture of trust, where we celebrate diversity, equality and inclusion. We always put our people first, drive a growth mindset and foster a collective spirit. We understand that talent and potential come from every section of society, regardless of gender, race, age, or physical ability. At the Adecco Group, we are committed to making the future work for everyone!

Industry

Human resource programs administration

Company size

10,000+ Employees

Headquarters location

Jacksonville, FL, US

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