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Client Relationship Associate Jobs in Virginia (NOW HIRING)

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Client Relationship Associate information

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$24.8K

$46.7K

$66.4K

How much do client relationship associate jobs pay per year?

As of Sep 7, 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 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 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 skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

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 August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 98% In-person, and 2% Hybrid job distribution, with an average salary of $46,685 per year, or $22.4 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 29 days ago

Key responsibilities

  • Ensure accurate completion of prospect and new client paperwork and setup, and follow up on funds transfers from surrendering companies.

  • Communicate with clients to understand their personal history and current financial needs, and respond to client requests by coordinating with advisors or resolving issues.

  • Gather client data, prepare materials for client meetings and reviews, and complete follow-up actions arising from client reviews.

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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