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Client Operations Associate Jobs in Midlothian, VA

Davenport

Client Service Associate (Unregistered)

Richmond, VA · On-site

$14.25 - $19.75/hr

CLIENT SERVICE ASSOCIATE (UNREGISTERED) Location: Richmond, VA Hiring Range: $52,000 - $72,000 ... Responding on a timely basis to operational notices * Assisting with all forms of account paperwork

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 ... Ensure efficient communication channels and procedures that streamline operations and enhance ...

Alutiiq

Operations Manager

Blackstone, VA

Interface with client representatives to ensure consistent and responsive service. Implement best ... Associate's degree or equivalent training/certification in O&M or Facilities Management. Minimum ...

Adecco

Operations Specialist

Richmond, VA

$15.49/hr

Adecco is assisting a local client recruiting for an Operations/Asset Disposition Specialist ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Adecco

Operations Specialist

Richmond, VA

$15.49/hr

Adecco is assisting a local client recruiting for an Operations/Asset Disposition Specialist ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Truist

Client Resolution Team Manager

Richmond, VA · On-site

... operational accuracy. Ensure risk is minimized for regulatory and reputational risk by ensuring the ... Ensure that accurate information and documentation is collected from users (e.g. branch associates ...

Public Consulting Group

Client Service Associate 2

Richmond, VA · On-site

$14.25 - $19.75/hr

... operations improvement firm that partners with health, education, and human services agencies to ... Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients ...

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Client Operations Associate information

See Midlothian, VA salary details

$10

$24

$50

How much do client operations associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for client operations associate in Midlothian, VA is $24.86, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $28.70 per hour, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as a client operations associate?

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.

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.

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 are the most commonly searched types of Client Operations jobs in Midlothian, VA?

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

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

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

Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Midlothian, VA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $51,713 per year, or $24.9 per hour.

Client Service Associate

Wealth Enhancement Group

Richmond, VA • On-site

$22 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

About Wealth Enhancement


Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.


Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.


Our Richmond, VA office has an exciting opportunity for aClient Service Associate! This role is instrumental in driving a culture of exceptional service across the team, delivering outstanding support to clients, external partners, and internal advisors. The Client Service Associate will play a key part in managing multiple priorities, supporting team operations, and fostering collaborative problem solving with opportunities for future growth and leadership.

This role is anOn-siteposition, with an expected start date after September 1st, 2026.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is$22.00 to $26.00 per hour, depending on experience.

Primary Job Functions

New Client Onboarding

  • Ensure accurate completion of prospect and new client paperwork and setup.

  • Follow up on funds transfers from surrendering companies.

  • Maintain client records and update the CRM database, including data input, filing, and copies.

  • Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors.

  • Record incoming assets in the appropriate blotting tool.

Client Relationship Management

  • Communicate with clients to understand their personal history and current financial needs.

  • Prepare account transactions, including trades, deposits, withdrawals, and required minimum distributions (RMDs).

  • Respond to client requests, determine needed actions, coordinate with advisors or resolve issues as appropriate, including death claim processing.

  • Collaborate with clients' tax or legal counsel to address client concerns.

Client Review Preparation and Follow-Up

  • Gather client data and prepare materials for client meetings and reviews.

  • Conduct tax research (e.g., 1099s).

  • Complete follow-up actions arising from client reviews.

Industry, Product, and Company Knowledge

  • Demonstrate proficiency with WEG Suitability Guidelines, operational processes, and the sales model.

  • Understand financial terminology and investment products.

  • Apply working knowledge of annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.

  • Attend client services and company educational events as well as vendor presentations.

Team and Corporate Support

  • Assist advisor team operations to streamline processes.

  • Support operational projects to enhance and implement changes.

  • Communicate process and sales updates to the team.

  • Mentor and train Client Service Associates.

  • Manage vendors to align with Service Level Agreements.

  • All other duties as assigned.

Education/Qualifications

  • Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field

  • Customer service training, knowledge, or experience

  • Ability and interest to learn financial concepts and products

  • Ability to work with deadlines, be flexible under pressure, and prioritize work

  • Ability to work as a team member

  • Ability to learn WEG's sales model, WEG/LPL processes and procedures, and financial product features

  • Ability to learn the client review process and how reviews are completed

  • Strong attention to detail

  • Superior verbal and written communication skills

  • Proficiency with Microsoft Office Suite or related software

  • Familiarity with Salesforce and Support Org functionality

  • Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. However, the base salary range bolded above ($22.00 to $26.00 per hour) is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical, dental and vision coverage (Available to full-time employees and their families)

  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

  • Life and AD&D insurance - employer paid and voluntary options

  • Short-term and long-term disability, workers compensation - employer paid

  • 401k with match and profit sharing

  • Wellness programs and resources

  • Voluntary benefits, including pet insurance

  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700


Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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