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Client Service Management Jobs in Virginia (NOW HIRING)

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

Client Service Specialist

Glen Allen, VA ยท On-site

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

Client Service Specialist

Newport News, VA ยท On-site

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

Client Service Specialist

Glen Allen, VA ยท On-site

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their ... About Us Towne Insurance is a nationally recognized top insurance and risk management firm ...

Client Service Associate

Norfolk, VA

$14 - $19.25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations.

Client Service Associate

Norfolk, VA ยท On-site

$14 - $19.25/hr

The Client Service Associate role focuses on supporting clients and advisors by executing routine ... The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations.

Showing results 21-40

Client Service Management information

See Virginia salary details

$24.3K

$57.5K

$100.1K

How much do client service management jobs pay per year?

As of Jul 24, 2026, the average yearly pay for client service management in Virginia is $57,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $69,400.00 per year, depending on experience, location, and employer.

What is client service management?

Client service management refers to the practice of overseeing and improving relationships with clients to ensure their needs are met and their expectations are exceeded. Professionals in this field act as the main point of contact between an organization and its clients, handling inquiries, resolving issues, and coordinating services. Their goal is to deliver a positive client experience, foster loyalty, and support business growth by ensuring satisfaction throughout the client lifecycle.

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

To thrive as a Client Service Manager, you need strong customer relationship management skills, problem-solving abilities, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM systems, project management tools, and sometimes certifications like ITIL or PMP are typically required. Exceptional communication, conflict resolution, and organizational skills help you stand out in this client-facing role. These competencies are vital for building client trust, ensuring service delivery excellence, and maintaining long-term business relationships.

Is a client service manager a good career?

A client service management role involves overseeing client relationships, ensuring customer satisfaction, and coordinating service delivery. It offers opportunities for leadership, communication, and problem-solving skills, with potential for career advancement and salary growth. Success in this field often requires strong interpersonal skills and industry knowledge.

What do client services managers do?

Client services managers oversee client accounts, ensuring customer satisfaction and addressing issues promptly. They coordinate between clients and internal teams, manage service delivery, and often use CRM tools to track interactions and performance metrics.

How does a Client Service Manager typically collaborate with internal teams to address client needs?

Client Service Managers often act as a bridge between clients and various internal departments, such as sales, operations, and product development. They regularly communicate client feedback and requirements to ensure solutions are tailored effectively. Collaboration usually involves cross-functional meetings, joint problem-solving sessions, and ongoing coordination to resolve issues quickly and deliver a seamless experience for clients. Building strong relationships with both clients and internal teams is key to success in this role.

What are the salary expectations for customer service managers?

Customer Service Managers typically earn a median annual salary ranging from $50,000 to $80,000, depending on experience, location, and industry. Salaries can increase with additional certifications, leadership skills, and managing larger teams or complex accounts.

What is the highest paying job in customer service?

In customer service, senior roles such as Customer Service Director or Customer Experience Executive tend to have the highest salaries, often exceeding six figures with extensive experience and leadership responsibilities. These positions typically require strong management skills, industry knowledge, and sometimes advanced certifications in customer experience or business management.

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

AspectClient Service ManagementCustomer Support Specialist
CredentialsRelevant certifications in client management, communication, or customer relationship management (CRM) toolsBasic customer service training, sometimes certifications in support tools
Work EnvironmentTypically office-based, managing client accounts and relationshipsOften call centers or help desks, providing technical or service support
Employer & IndustryFinancial services, consulting, B2B companiesRetail, tech, telecommunications
Search & Comparison IntentUnderstanding client relationship roles, career paths, or job requirementsTechnical support, troubleshooting, or customer service roles

Client Service Management focuses on building and maintaining long-term client relationships, often involving strategic planning and account management. Customer Support Specialists primarily handle technical issues or inquiries to resolve customer problems quickly. While both roles involve customer interaction, Client Service Management emphasizes relationship growth, whereas Customer Support is more about issue resolution.

What are popular job titles related to Client Service Management jobs in Virginia? For Client Service Management jobs in Virginia, the most frequently searched job titles are:
Infographic showing various Client Service Management job openings in Virginia as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 100% In-person job distribution, with an average salary of $57,501 per year, or $27.6 per hour.
Client Service Associate

Client Service Associate

Wealth Enhancement Group

Richmond, VA โ€ข On-site

$22 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 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.