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Client Service Management Jobs in Virginia (NOW HIRING)

Client Service Associate About the Opportunity Our client is an established, independent wealth ... The firm provides comprehensive wealth management solutions by integrating financial planning ...

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Client Service Associate

Norfolk, VA · On-site

$14 - $19.25/hr

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

Client Service Specialist

Glen Allen, VA · On-site

$15.75 - $21/hr

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

... the day-to-day management of client accounts across POLITICO's strategic and cross-platform ... Anticipates and proactively resolves operational, client service, and execution challenges ...

Client Service Specialist

Glen Allen, VA

$15.75 - $21/hr

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

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.

The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service ...

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 ... The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations.

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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 1, 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:
What job categories do people searching Client Service Management jobs in Virginia look for? The top searched job categories for Client Service Management jobs in Virginia are:
Infographic showing various Client Service Management job openings in Virginia as of June 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

W3Global Inc.

Roanoke, VA

$80K - $110K/yr

Full-time, Temporary

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

Be an early applicant


Job description

Client Service Associate

About the Opportunity

Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides comprehensive wealth management solutions by integrating financial planning, investment management, tax strategies, estate planning, and risk management. Serving high-net-worth individuals, business owners, and families, they are dedicated to building long-term relationships through exceptional service and trusted financial guidance.

They are seeking a highly motivated Client Service Associate to join their growing team. This position plays a critical role in supporting financial advisors, ensuring an outstanding client experience, and maintaining efficient day-to-day operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional client service in a professional wealth management environment.

Key Responsibilities

Manage the client onboarding process from start to finish while providing ongoing client support.

Serve as a primary point of contact for clients by responding to inquiries, resolving service requests, and fostering strong relationships.

Maintain accurate CRM records, activity logs, and client documentation.

Support compliance initiatives and ensure proper recordkeeping.

Coordinate with custodians, investment companies, and third-party service providers to facilitate client requests.

Prepare documentation and materials for client meetings, reviews, and reporting.

Identify opportunities to improve internal processes and enhance the overall client experience.

Provide administrative and operational support to financial advisors as needed.

Required Qualifications

Minimum of 5 years of experience as a Client Service Associate or in a similar role within wealth management, financial planning, or a broker-dealer environment.

Active Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65), in good standing and eligible for transfer.

Strong understanding of investment operations, financial planning processes, and compliance requirements.

Proficiency with Microsoft Office and industry software, including CRM platforms, portfolio management systems, and custodial platforms.

Excellent verbal and written communication skills.

Strong organizational and time management abilities with the capacity to manage multiple priorities in a fast-paced environment.

Ability to work independently while collaborating effectively within a team.

Preferred Qualifications

Bachelor's degree in Finance, Business, or a related field.

Experience working with industry-leading wealth management platforms and managed account programs.

Previous experience supporting investment programs for financial institutions is a plus.

Benefits

The firm offers a comprehensive benefits package, which includes:

Health, Dental, Vision, Life, Critical Illness, and Disability Insurance

401(k) with employer matching

Generous Paid Time Off and paid holidays

A collaborative, team-oriented work environment

Professional development and long-term career growth opportunities

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.
As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006