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Client Service Associate Entry Level Jobs in Reston, VA

United Bankshares

Client Service Associate

Washington, DC

$16.50 - $22.75/hr

Client Service Associate The primary function is to support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account ...

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Client Service Associate Entry Level information

See Reston, VA salary details

$9

$17

$28

How much do client service associate entry level jobs pay per hour?

As of Jun 21, 2026, the average hourly pay for client service associate entry level in Reston, VA is $17.83, according to ZipRecruiter salary data. Most workers in this role earn between $14.52 and $20.00 per hour, depending on experience, location, and employer.

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

Is CSR a good entry level position?

A Client Service Associate (CSR) is often considered a good entry-level position because it provides experience in customer service, communication, and problem-solving skills. It typically requires basic computer skills and a professional attitude, making it accessible for those starting their careers in client-facing roles.

How to get a job in customer service with no experience?

To get a client service associate entry-level position with no experience, focus on developing strong communication and problem-solving skills, and highlight any customer interaction or teamwork experience on your resume. Entry-level roles often provide on-the-job training, so demonstrating enthusiasm, a positive attitude, and willingness to learn can improve your chances. Certifications in customer service or related tools like CRM software can also enhance your application.

Is a client service associate an entry-level job?

Yes, a client service associate position is typically considered entry-level, requiring minimal prior experience and often serving as a starting point in customer service or financial industries. The role usually involves developing communication and problem-solving skills and may require basic knowledge of relevant tools or software. Advancement opportunities often exist with experience and additional training.

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

A Client Service Associate at an entry level typically does not earn $10,000 a month without experience or advanced skills. High-paying roles that can reach this level often require specialized skills, certifications, or experience in sales, finance, or technology, and are less common at entry level without a degree. Most jobs offering such salaries involve significant responsibility, performance-based bonuses, or commission structures.
What job categories do people searching Client Service Associate Entry Level jobs in Reston, VA look for? The top searched job categories for Client Service Associate Entry Level jobs in Reston, VA are:
What cities near Reston, VA are hiring for Client Service Associate Entry Level jobs? Cities near Reston, VA with the most Client Service Associate Entry Level job openings:
Client Service Associate Entry Level jobs near you
Client Service Associate

Client Service Associate

TalentLink Solutions

Silver Spring, MD • On-site

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted yesterday

Job description

We are a financial advisory firm in Silver Spring, MD focused on providing personalized wealth planning and investment management to individuals, families, retirees, and business owners. We serve as trusted partners to our clients, helping them navigate major financial decisions and thoughtfully adapting plans as life evolves. Through tailored financial planning, retirement planning, asset management, education funding, tax strategies, and more, we bring clarity and confidence to their financial lives while emphasizing trust, education, and collaboration.
As the Client Service Associate within our firm, you will play an essential role in supporting both the Founder and our clients. This includes facilitating ongoing client service, responding to inquiries, preparing and processing paperwork, resolving service-related issues, and handling day-to-day administrative and operational tasks. You are organized, attentive to detail, proactive, and committed to delivering an experience that makes every client feel like the most important person in the world. You are a problem-solver who anticipates next steps, embraces technology, and takes pride in offering solutions rather than obstacles. You love to learn and are always looking for ways to expand your impact. As a firm, we value ongoing professional development and continuing education, providing support and resources to help you expand your knowledge, strengthen your skills, and advance within our team.
General Responsibilities:
  • Serve as a professional and dependable point of contact for clients and internal team members
  • Answer, screen, and route phone calls, assisting clients directly or taking messages as appropriate
  • Support client onboarding, account maintenance, and service requests in compliance with firm policies
  • Prepare and ensure new account paperwork is successfully submitted
  • Correspond with clients to understand and resolve client service needs as they arise, tracking to completion and providing necessary updates
  • Proactively identify client needs and escalate matters as appropriate
  • Create and maintain accurate client records in the CRM system, ensuring all confidential and required information is securely stored
  • Coordinate client meetings, calendars, and communications with accuracy and discretion
  • Assist advisors with operational and administrative tasks to ensure timely and efficient service delivery

Qualifications:
  • Bachelor's degree highly preferred, or equivalent work experience
  • 3 years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply
  • Tech-savvy and highly proficient in Microsoft Office suite (Excel, Word, and PowerPoint); strong ability to learn and apply new software systems quickly
  • Knowledge of industry-specific software preferred; familiarity with Wealthbox, Holistiplan, eMoney, Wealth.com, and Morningstar is a plus
  • Excellent follow-through and communication regarding status of open items
  • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions
  • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issues

Compensation & Benefits:
  • Competitive base compensation of $60K-$75K, depending on experience
  • Bonus potential based on individual and firm performance
  • Retirement plan
  • Health insurance
  • Paid time off and holidays
  • Opportunities for career growth in client service and operation focused positions

Apply