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Client Operations Associate Jobs in Virginia (NOW HIRING)

ICF

Operations Associate (Hybrid-Reston)

Reston, VA · Hybrid

The International Operations Associate will provide administrative and operational support to the ... client contract performance internationally Additional Skills We Expect You To Have: Project ...

ALO

Operations Lead - One Loudoun

Ashburn, VA · On-site

Directly oversee the Operations Associates; responsible for recruitment and development of talent ... a client-centric, sales environment * Proven leadership capabilities demonstrating excellent ...

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$11

$26

$52

How much do client operations associate jobs pay per hour?

As of May 31, 2026, the average hourly pay for client operations associate in Virginia is $26.02, according to ZipRecruiter salary data. Most workers in this role earn between $17.64 and $30.05 per hour, depending on experience, location, and employer.

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

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

What job makes $10,000 a month without a degree?

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings in this role often depend on industry, company size, and individual performance, with some professionals reaching this level without a formal degree by building expertise and a strong professional network.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What cities in Virginia are hiring for Client Operations Associate jobs? Cities in Virginia with the most Client Operations Associate job openings:
Client Operations Associate jobs near you

Investment & Insurance Operations Associate

Claire Myers Consulting

Richmond, VA

$60K - $85K/yr

Full-time

Posted 26 days ago

Job description

Compensation:


$60,000–$85,000 base salary depending on experience + benefits package


Position Overview:


Our client is seeking a highly organized and proactive Investment & Insurance Operations Associate to support the day-to-day execution of both investment and insurance operations. This person will play a critical role in ensuring client accounts, insurance cases, and operational workflows are handled with accuracy, urgency, and a high level of client service.


The ideal candidate is detail-oriented, operationally strong, proactive, and comfortable managing multiple moving pieces in a fast-paced environment.


Key Responsibilities:


Investment & Insurance Operations:


  •  Manage investment and insurance new business from submission through completion 
  •  Prepare and submit account paperwork with a high level of accuracy 
  •  Process account openings, transfers, rollovers, contributions, withdrawals, and other client transactions 
  •  Track cases across custodians and internal systems to ensure timely execution 
  •  Coordinate with custodians, carriers, and internal team members throughout the process 



Insurance Operations & Case Management:


  •  Process insurance applications from underwriting through policy delivery 
  •  Coordinate medical exams and gather underwriting requirements 
  •  Monitor case progress and proactively follow up on outstanding items 
  •  Support ongoing policy servicing including beneficiary updates, loans, payments, and policy changes 



Client Service & Advisor Support:


  •  Serve as a point of contact for operational and service-related client requests 
  •  Communicate professionally with clients, advisors, and external partners 
  •  Support advisors by preparing materials and ensuring operational readiness 
  •  Help deliver a seamless, high-touch client experience 



Operations & Process Improvement:


  •  Maintain accurate CRM and operational records 
  •  Ensure workflows stay organized and nothing falls through the cracks 
  •  Identify inefficiencies and help improve operational processes 
  •  Assist in building scalable systems to support the firm’s continued growth 



Qualifications:


  •  Experience within financial services, wealth management, insurance, or investment operations preferred 
  •  Strong attention to detail and organizational skills 
  •  Ability to manage multiple priorities in a fast-paced environment 
  •  Strong communication and problem-solving abilities 
  •  Experience working with CRM systems and operational platforms 
  •  Licenses: Life & Health Insurance and/or Series 6 or 7 required 



What Makes Someone Successful in This Role:


  •  Strong sense of ownership and accountability 
  •  Proactive and resourceful mindset 
  •  Ability to anticipate needs and solve problems independently 
  •  Team-oriented with a strong work ethic 
  •  Adaptable and comfortable in a fast-moving environment 
  •  Eagerness to learn and grow professionally