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Client Service Associate Jobs in Virginia (NOW HIRING)

W3Global Inc.

Client Service Associate

Roanoke, VA

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides ...

Morgan Stanley

Client Service Associate

Roanoke, VA

$35K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$55K - $95K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$35K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states and over 100 countries.

Morgan Stanley

Client Service Associate

Roanoke, VA

$55K - $95K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states and over 100 countries.

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Training & development Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states ...

Ceritypartners

Client Service Associate

Norfolk, VA

$14 - $19.25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account ...

Raymondjames

Client Service Associate

Alexandria, VA · On-site

$15.50 - $21.50/hr

Service daily client inquiries over the phone and in-person, including scheduling meetings and ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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Client Service Associate information

See Virginia salary details

$8

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$27

How much do client service associate jobs pay per hour?

As of Jul 28, 2026, the average hourly pay for client service associate in Virginia is $16.99, according to ZipRecruiter salary data. Most workers in this role earn between $13.85 and $19.09 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Virginia? The most popular types of Client Service jobs in Virginia are:
What cities in Virginia are hiring for Client Service Associate jobs? Cities in Virginia with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Virginia as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,341 per year, or $17 per hour.
Client Service Associate

Client Service Associate

W3Global Inc.

Roanoke, VA

$80K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Client Service Associate

About the Opportunity

Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides comprehensive wealth management solutions by integrating financial planning, investment management, tax strategies, estate planning, and risk management. Serving high-net-worth individuals, business owners, and families, they are dedicated to building long-term relationships through exceptional service and trusted financial guidance.

They are seeking a highly motivated Client Service Associate to join their growing team. This position plays a critical role in supporting financial advisors, ensuring an outstanding client experience, and maintaining efficient day-to-day operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional client service in a professional wealth management environment.

Key Responsibilities

Manage the client onboarding process from start to finish while providing ongoing client support.

Serve as a primary point of contact for clients by responding to inquiries, resolving service requests, and fostering strong relationships.

Maintain accurate CRM records, activity logs, and client documentation.

Support compliance initiatives and ensure proper recordkeeping.

Coordinate with custodians, investment companies, and third-party service providers to facilitate client requests.

Prepare documentation and materials for client meetings, reviews, and reporting.

Identify opportunities to improve internal processes and enhance the overall client experience.

Provide administrative and operational support to financial advisors as needed.

Required Qualifications

Minimum of 5 years of experience as a Client Service Associate or in a similar role within wealth management, financial planning, or a broker-dealer environment.

Active Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65), in good standing and eligible for transfer.

Strong understanding of investment operations, financial planning processes, and compliance requirements.

Proficiency with Microsoft Office and industry software, including CRM platforms, portfolio management systems, and custodial platforms.

Excellent verbal and written communication skills.

Strong organizational and time management abilities with the capacity to manage multiple priorities in a fast-paced environment.

Ability to work independently while collaborating effectively within a team.

Preferred Qualifications

Bachelor's degree in Finance, Business, or a related field.

Experience working with industry-leading wealth management platforms and managed account programs.

Previous experience supporting investment programs for financial institutions is a plus.

Benefits

The firm offers a comprehensive benefits package, which includes:

Health, Dental, Vision, Life, Critical Illness, and Disability Insurance

401(k) with employer matching

Generous Paid Time Off and paid holidays

A collaborative, team-oriented work environment

Professional development and long-term career growth opportunities

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs