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Client Service Associate Jobs in Alexandria, VA (NOW HIRING)

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Executive Client Service Associate

Fairfax, VA · On-site

$73 - $102/hr

As an Executive Client Service Associate, you will be part of the Client Services Team and provide full support to an Executive Director Planner within the firm, ensuring and enhancing client ...

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Client Service Associate information

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How much do client service associate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client service associate in Alexandria, VA is $18.34, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.58 per hour, depending on experience, location, and employer.

What is a client service associate?

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.

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 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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Alexandria, VA?

The most popular types of Client Service jobs in Alexandria, VA are:

What cities near Alexandria, VA are hiring for Client Service Associate jobs?

Cities near Alexandria, VA with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Alexandria, VA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 21% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $38,153 per year, or $18.3 per hour.

Registered Client Service Associate

Raymond James Financial Services

Manassas, VA • On-site

Other

Re-posted 27 days ago

Job description

Essential Duties and Responsibilities

  • Services basic inquiries and scheduling of meetings with prospective and existing clients

  • Respond to client inquiries regarding accounts, transactions, and general service matters

  • Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests

  • Maintain accurate and complete CRM records

  • Execute equity, ETF, mutual fund, and fixed income trades as directed

  • Assist with portfolio rebalancing

  • Monitor cash balances and distributions

  • Gather and organize client financial data

  • Prepare and update financial plans using planning software

  • Run retirement, cash flow, and scenario analyses

  • Prepare client-ready reports and presentations

  • Ensure all documentation meets firm and regulatory requirements

  • Maintain organized client files and audit-ready documentation

  • Assist with supervisory reviews and compliance requests

  • Adhere to FINRA, SEC, and firm policies and procedures

  • Perform other duties, as assigned

Key Skills & Competencies

  • Strong attention to detail and accuracy

  • Excellent organizational and time-management skills

  • Professional communication (written and verbal)

  • Analytical mindset

  • Client-first attitude with high integrity

  • Experience with financial planning software

  • Experience with portfolio management or rebalancing tools

  • Experience executing trades in client accounts

  • Proficiency in Microsoft Office and CRM systems

Education/Previous Experience

  • Bachelor's degree preferred

  • 3+ years of experience in wealth management or advisory support

Licenses/Certifications

  • SIE, Series 7 & 63/65 or 66

  • Insurance license

McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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