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Client Associate Jobs in Wheeling, WV (NOW HIRING)

1212 - Sales Associate-ANN

Washington, PA · On-site

$14 - $16/hr

Addresses client concerns, coming to resolution when possible, and involving management where ... Proactively uses associate education tools to build product and styling knowledge with his/her ...

... Associate to join our ThirdLove team at our Lenox Square location. As the face of our brand, you ... Support the initiatives of the leadership team to drive sales, client engagement, team engagement ...

Showing results 41-60

Client Associate information

See Wheeling, WV salary details

$18.4K

$50.8K

$75.2K

How much do client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client associate in Wheeling, WV is $50,771.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $61,800.00 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 cities near Wheeling, WV are hiring for Client Associate jobs?

Cities near Wheeling, WV with the most Client Associate job openings:

Infographic showing various Client Associate job openings in Wheeling, WV 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 $50,771 per year, or $24.4 per hour.

Document Production Associate

RR Donnelley

Wheeling, WV

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago


Job description

Company Description

RRD provides marketing, packaging, print, and business services to the world’s most respected brands. The company’s proprietary technology, advanced data analytics, and expertise fuel organizational decision-making from strategy through execution, delivering sustainable solutions with the lowest possible environmental impact. Global organizations and regulated industries trust RRD to reduce complexity and drive audience connections across the entire customer journey.

Job Description

Position summary

The Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

Job duties

(* denotes an “essential function”) 

  • *Utilize appropriate logs and/or tracking software for all document production work
  • *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
  • *Perform work in document production, proofreading, intake and workflow coordination functions, as needed
  • *Use established procedures, standards and formats to edit, proof, convert, create, transcribe or otherwise complete document production requests to client satisfaction
  • *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions 
  • *Communicate with team members, lead, supervisor or client on job or deadline concerns
  • *Meet contracted deadlines for service delivery to our clients
  • *Troubleshoot basic software or hardware problems
  • Help to foster a proactive environment of continuous service enhancement and relationship building with the client 
  • Perform quality assurance on work, as requested
  • Adhere to Williams Lea Tag policies, in addition to client policies
  • Use equipment and supplies in a cost efficient manner

Working conditions

  • Position operates at sites with maximum of 24/7 operations.  Individual shift requirements will vary by site.
  • Ability to work overtime as needed.
  • Work is performed in a professional work environment.
  • Professional attire required.
  • Must be able to work sitting down most of the time.
Qualifications
  • High school diploma or equivalent
  • Minimum (1) year document production experience preferably in a legal, banking or large corporate environment
  • Skilled in the use MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
  • Familiar with other software programs for editing and/or creating documents  
  • Strong attention to detail; able to work on multiple projects simultaneously
  • Must have good organizational skills
  • Must be able to meet deadlines and complete all projects in a timely manner
  • Ability to handle sensitive and/or confidential documents and information
  • Able to exercise good judgment to make decisions that conform to business needs and policy
  • Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
  • Ability to maintain professional composure when working with immediate deadlines 
  • Ability to work both independently and collaboratively as part of a team 
  • Ability to work in a fast paced environment
  • Ability to communicate professionally both verbally and in writing
  • Must be self-motivated with a positive attitude
  • Proven customer service skills are required in order to create, maintain and enhance customer relationships

Additional Information

The range of pay for this role at the noted RRD location is $15.91 to $21.63 hour. Typically, roles follow step progressions to a target rate or set increments over time. Depending on the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

Shift: Monday to Friday - 6:00pm to 3:00am

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RRD is an Equal Opportunity Employer, including disability/veterans

At RRD, we value innovation, authenticity, and integrity. To uphold the security and fairness of our hiring process, we ask that candidates refrain from using AI tools during interviews to ensure an authentic and secure experience. We appreciate your cooperation as we work to maintain a transparent and equitable hiring process.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.