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

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 ...

Towne Bank

Client Service Specialist

Norfolk, VA

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

TowneBank

Client Service Specialist

Newport News, VA

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

TowneBank

Client Service Specialist

Norfolk, VA

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

Towne Bank

Client Service Specialist

Newport News, VA

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Norfolk, VA

Client Service Associate information

See Norfolk, VA salary details

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$16

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How much do client service associate jobs pay per hour?

As of Jul 28, 2026, the average hourly pay for client service associate in Norfolk, VA is $16.58, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $18.61 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 Norfolk, VA? The most popular types of Client Service jobs in Norfolk, VA are:
What cities near Norfolk, VA are hiring for Client Service Associate jobs? Cities near Norfolk, VA with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Norfolk, VA as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,490 per year, or $16.6 per hour.

Client Service Associate

Ceritypartners

Norfolk, VA

$14 - $19.25/hr

Full-time

Posted 9 days ago

Job description

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 openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities:

  • Frequent custodian interaction & paperwork processing.

  • Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.

  • Schedule client meetings.

  • Basic preparation and follow-up for client meetings.

  • Prepare client forms and financial reports in advance of client meetings.

  • Attend meetings to take notes and send a summary to both the client and the advisory team.

  • Develop knowledge of investment accounts, products and the forms required to transact business.

  • Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.

  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.

  • Ongoing maintenance and quality control of CRM.

  • Organize advisory team meetings and events.

  • Receive client calls and resolve questions/issues as needed.

  • Execute client appreciation and retention activities.

      Required Credentials:

      • Bachelor's degree in Finance or related field preferred.

      • 2+ years experience in financial services industry preferred.

      Skills & Competencies:

      • Demonstrate strong and effective communication, organizational and time management skills.

      • Ability to work in a team based/collaborative environment.

      • Must accept and thrive in a fast-paced, changing environment.

      • Adherence to all compliance policies & procedures.

      • Demonstrate the Cerity Partners culture.

      Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

      Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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