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Client Management Associate Jobs in Ashburn, VA (NOW HIRING)

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We offer investment management and financial advice to institutional and high net worth clients ... Proficiency in Microsoft Office and previous experience in client servicing and operations at a ...

Oversee and maintain client performance metrics, including budget management, accounts receivable ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

Oversee and maintain client performance metrics, including budget management, accounts receivable ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

Oversee and maintain client performance metrics, including budget management, accounts receivable ... Associate's degree in criminal justice, business, or a related field with a minimum of three (3) ...

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat wellsfargojobs.com.

Financial Senior Consultant

Arlington, VA · On-site

$134K/yr

... client efforts to achieve 100% accountability and audit readiness for asset management segments. Depending on the business processes under investigation, the Financial Management Associate Manager is ...

We are seeking a motivated, outgoing, and customer-focused Entry-Level Client Relations Associate ... Good time-management and problem-solving abilities * A motivated and dependable work ethic * An ...

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Client Management Associate information

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How much do client management associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for client management associate in Ashburn, VA is $22.91, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $25.58 per hour, depending on experience, location, and employer.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

What does a client management associate do?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and use customer relationship management (CRM) tools to track interactions and client data.

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

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

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Gaithersburg, MD • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 13 days ago

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Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.