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

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Service Associate

Newport News, VA · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Ceritypartners

Client Service Associate

Norfolk, VA · On-site

$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 ...

Cerity Partners

Client Service Associate

Norfolk, VA · On-site

$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 ...

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Client Service Associate information

See Suffolk, VA salary details

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How much do client service associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client service associate in Suffolk, VA is $16.30, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.32 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 Suffolk, VA?

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

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Suffolk, VA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $33,911 per year, or $16.3 per hour.

Registered Client Service Associate

Davenport & Co.

Norfolk, VA • On-site

$60 - $79/hr

Other

Medical, Dental, Life, Retirement, PTO

Re-posted 2 hours ago

Job description

Position: Registered Client Service Associate

Location: Norfolk, VA

Job Id: 404

# of Openings: 1

REGISTERED CLIENT SERVICE ASSOCIATE

Location: Norfolk, VA

Hiring Range: $60,000 – 79,000

OVERVIEW

Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.

RESPONSIBILITIES

Responsibilities of this position include, but are not limited to:

  • Answering phones, filing, and preparing correspondence
  • Submitting client requests for checks, wires, transfers, and security registrations
  • Helping clients to understand their monthly statements and annual tax notices
  • Acquiring cost basis
  • Responding on a timely basis to operational notices
  • Assisting with all forms of account paperwork
  • Maintaining records and files as required by the Compliance department
  • Processing mailings and arranging seminars
  • Working with internal service departments including Operations, Financial Services, and Research, among others
  • Cooperating with co-workers to cover various needs as they arise in the sales area
QUALIFICATIONS
  • College Degree preferred
  • Experience in financial services or banking strongly preferred
  • FINRA Licensing: SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) required
  • Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
  • Highly motivated with excellent communication and customer service skills
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Ability to learn and master computer programs that house customer data
  • Basic bookkeeping skills and record keeping ability
  • Ability to understand and adhere to industry rules and regulations
SALARY & BENEFITS

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER

Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any othercategory protected by federal, state and/or local laws.

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