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Client Associate Jobs in Salem, VA (NOW HIRING)

W3Global Inc.

Client Service Associate

Roanoke, VA · On-site

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$35K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$35K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$55K - $95K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$35K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

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All JobsClient Associate JobsClient Associate Jobs in Salem, VA

Client Associate information

See Salem, VA salary details

$17.9K

$49.4K

$73.1K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Salem, VA is $49,351.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $60,000.00 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 Salem, VA look for? The top searched job categories for Client Associate jobs in Salem, VA are:
What cities near Salem, VA are hiring for Client Associate jobs? Cities near Salem, VA with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Salem, VA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $49,351 per year, or $23.7 per hour.

Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlo

Atlantic Union Bank

Christiansburg, VA • On-site

Other

This job post has expired today. Applications are no longer accepted.

Atlantic Union Bank rating

7.8

Company rating: 7.8 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

90th of 170 rated banks

Job description

Description

This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office files.

Position Accountabilities

  • Assists Financial Advisors
  • Ensure that each customer receives outstanding client experience.
  • Maintain and service client needs for both brokerage and direct accounts
  • Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service.
  • Establish, maintain and update department files and/or client files and records.
  • Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed.
  • Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered.
  • Mentors Client Assistant I &II positions.
  • Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned.

Organizational Relationship

This position reports to the Lead Client Assistant.

Position Qualifications

Education & Experience

  • High School diploma; or equivalent; higher education degree preferred
  • Minimum of 5-7 years of experience in financial services industry
  • 2+ years as a Registered Client Assistant (required)
  • FINRA registrations to include SIE, Series 7 or 6 and 63 (required)
  • Virginia life insurance and annuities licenses (required)

Knowledge & Skills

  • Ability to multi-task and establish priorities.
  • Excellent customer service skills.
  • Proficient computer skills relevant to Microsoft Office Suites and on-line systems.
  • Advanced math and analytical skills.
  • Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others.
  • Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures.
  • Ability to work with minimum supervision.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

What Atlantic Union Bank employees say

Benefits

Hours and flexibility

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