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Client Service Professional Jobs in Virginia (NOW HIRING)

Banfield Pet Hospital

Client Service Coordinator

Herndon, VA · On-site

$18.50 - $24.25/hr

Provide professional, efficient and exceptional service at all times. This includes encouraging ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...

Banfield Pet Hospital

Client Service Coordinator

Leesburg, VA · On-site

$18.25 - $23.75/hr

Provide professional, efficient and exceptional service at all times. This includes encouraging ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

SPS North America

Client Service Associate

Herndon, VA · On-site

$15 - $20.50/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services ... Builds professional relationships with customers and other teams. * Maintains professionalism and ...

Banfield Pet Hospital

$16.75 - $21.75/hr

CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks from the ... Provide professional, efficient and exceptional service at all times. This includes encouraging ...

VCA Animal Hospitals

Client Service Representative

Fairfax, VA · On-site

$16.25 - $22.25/hr

We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets. Why We Need You As the face of VCA, the Client ...

Ceritypartners

Client Service Associate

Norfolk, VA · On-site

$14 - $19.25/hr

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 ...

VCA Animal Hospitals

Client Service Representative

Fairfax, VA · On-site

$16.25 - $22.25/hr

We're looking for a personable yet highly professional "service extraordinaire" to join us in delivering our mission to our clients and their pets. Why We Need You As the face of VCA, the Client ...

Banfield Pet Hospital

$17.70 - $22.62/hr

Provide professional, efficient and exceptional serviceat all times. This includes encouraging ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

Cerity Partners

Client Service Associate

Norfolk, VA · On-site

$14 - $19.25/hr

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 ...

SPS North America

Client Service Associate

Herndon, VA · On-site

$15 - $20.50/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services ... Builds professional relationships with customers and other teams. * Maintains professionalism and ...

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Client Service Professional information

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How much do client service professional jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client service professional in Virginia is $16.84, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $18.12 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What are the most commonly searched types of Client Service jobs in Virginia?

The most popular types of Client Service jobs in Virginia are:

What cities in Virginia are hiring for Client Service Professional jobs?

Cities in Virginia with the most Client Service Professional job openings:

Client Service Professional jobs near you

Client Service Associate

Wealth Enhancement Group

Richmond, VA • On-site

$22 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Key responsibilities

  • Ensure accurate completion of prospect and new client paperwork and setup, and follow up on funds transfers from surrendering companies.

  • Communicate with clients to understand their personal history and current financial needs, and respond to client requests by coordinating with advisors or resolving issues.

  • Gather client data, prepare materials for client meetings and reviews, and complete follow-up actions arising from client reviews.

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 aClient 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 anOn-siteposition, 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.

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