ZipRecruiter

Log In

1

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

Wealth Enhancement Group

Client Service Associate

Richmond, VA · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Wealth Enhancement Group

Client Service Associate

Richmond, VA · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Wealth Enhancement Group

Client Service Associate

Richmond, VA

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Davenport

Registered Client Service Associate

Richmond, VA · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

REGISTERED CLIENT SERVICE ASSOCIATE Location: Richmond, VA Hiring Range: $63,000 - 83,000 OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its ...

Davenport

Client Service Associate (Unregistered)

Richmond, VA · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

CLIENT SERVICE ASSOCIATE (UNREGISTERED) Location: Richmond, VA Hiring Range: $52,000 - $72,000 OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business-minded professional to join ...

Public Consulting Group

Client Service Associate 1

Richmond, VA · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Retirement

  • PTO

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

Public Consulting Group

Client Service Associate 2

Richmond, VA · On-site

$14.25 - $19.75/hr

  • Medical

  • Dental

  • Retirement

  • PTO

Client Service & Ticket Resolution * Serve as the day-to-day point of contact for assigned clients; respond to inbound and outbound inquiries professionally, in a service-oriented manner, and in ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

Manage client account transactions, money movement requests, and general service needs * Maintain ... Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

next page

Showing results 1-20

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

Client Service Associate information

See Richmond, VA salary details

$8

$16

$27

How much do client service associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for client service associate in Richmond, VA is $17.00, 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 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 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 do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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.

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

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

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Richmond, VA as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 93% In-person, and 7% Hybrid job distribution, with an average salary of $35,357 per year, or $17 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 6 days ago

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 a Client 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 an On-site position, 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.

Apply