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Client Relationship Associate Jobs in Virginia (NOW HIRING)

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

Meaningful client relationships and long-term career growth potential If interested in this permanent Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

Meaningful client relationships and long-term career growth potential If interested in this permanent Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

Wells Fargo

Associate Relationship Manager

Mclean, VA · Hybrid

Associate Relationship Managers work alongside Senior Relationship Managers and engage in real client situations to support the growth of our business.Combination of formal training, on the job ...

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See Virginia salary details

$24.8K

$46.7K

$66.4K

How much do client relationship associate jobs pay per year?

As of May 29, 2026, the average yearly pay for client relationship associate in Virginia is $46,685.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $49,600.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

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

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a Client Relationship Associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the most commonly searched types of Client Relationship jobs in Virginia? The most popular types of Client Relationship jobs in Virginia are:
What are popular job titles related to Client Relationship Associate jobs in Virginia? For Client Relationship Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Virginia look for? The top searched job categories for Client Relationship Associate jobs in Virginia are:
What cities in Virginia are hiring for Client Relationship Associate jobs? Cities in Virginia with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Virginia as of May 2026, with employment types broken down into 1% As Needed, 68% Full Time, 21% Part Time, 1% Temporary, and 9% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $46,685 per year, or $22.4 per hour.
Client Relationship Consultant/401(k) Specialist

Client Relationship Consultant/401(k) Specialist

Towne Bank

Virginia Beach, VA • On-site

Full-time

Retirement

Posted 17 days ago

TowneBank rating

8.7

Company rating: 8.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

17th of 141 rated banks

Job description

Essential Responsibilities:

  • Possess a thorough understanding of the retirement plans industry, including strong knowledge of 401(k) plan rules, ERISA regulations, and IRS guidelines
  • Have a thorough understanding of investment products and services
  • Provide enrollment, transition, education, quarterly and annual meetings with plan sponsors, and their employees
  • Develop and maintain relationships with plan sponsors, 401(K) providers, third party administrators and financial advisors: maintaining regular communication with each
  • Assist with the development of Investment Policy Statements, Investment Review Checklists and ERISA 404(c) Checklists
  • Adhere to all compliance standards as required by broker-dealer
  • Create and maintain records and files
  • Maintain databases and create reports using portfolio software programs
  • Assist financial advisors with marketing efforts including seminars, etc.
  • Train other service associates when needed
  • Crosstrain on other operational functions and performs back-up in these areas as needed
  • Process and follow-up on client documentation for proper maintenance of accounts
  • Responsible for entering plan activity in the RJ CRM system
  • Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
  • Other duties as assigned.

Minimum Required Skills & Competencies:

  • Series SIE/7, and 66 (or equivalent), Life Insurance license, or ability to obtain within six months of hire
  • Previous experience providing retirement plan consulting in either a brokerage firm, the investment division of a financial institution or an investment advisory practice
  • Strong educational background or equivalent professional experience conducive to providing advice and analyzing investment portfolios
  • General computer skills to include competence in Windows and MS Outlook
  • High School graduate or equivalent
  • Regular attendance is required
  • Must project an excellent customer service attitude
  • Good interpersonal skills to deal with clients, financial advisors and other staff
  • Strong written and verbal communication skills sufficient to deal with financial advisors, clients and other staff
  • Professional and pleasant appearance and demeanor to work with clients
  • Ability to work under pressure and meet daily deadlines
  • Ability to work independently
  • Good organizational skills to be able to prioritize tasks
  • Good analytical skills to be able to research account information
  • Mathematical abilities sufficient to process account and transaction information
  • Ability to operate general office equipment (copier, fax, etc.)

Desired Skills & Competencies:

  • Clean compliance record, such as on http://brokercheck.finra.org/
  • Complete competence in Microsoft Word, Excel, Outlook
  • At least 5 years securities/retirement plan industry or related work experience preferred
  • Recognized professional retirement plan designation such as Chartered Retirement Plan Specialist (CRPS), Accredited Investment Fiduciary (AIF®) or Certified Employee Benefit Specialist (CEBS) 

Physical Requirements:

    • Express or exchange ideas by means of the spoken word via email and verbally.
    • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
    • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
    • Not substantially exposed to adverse environmental conditions.
    • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

    Apply