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Client Service Jobs in Virginia (NOW HIRING)

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$35K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

TowneBank

Client Service Specialist

Newport News, VA

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

Towne Bank

Client Service Specialist

Williamsburg, VA · On-site

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

TowneBank

Client Service Specialist

Glen Allen, VA · On-site

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

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 ...

SPS North America Inc

Client Service Associate

Arlington, VA · On-site

$16.75 - $23/hr

Client Service Associate Arlington, Virginia, United States; Herndon, Virginia, United States Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services ...

New

TowneBank

Client Service Specialist

Williamsburg, VA · On-site

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

Towne Bank

Client Service Specialist

Glen Allen, VA

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$35K/yr

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...

SPS North America Inc

Client Service Associate

Herndon, VA · On-site

$15 - $20.50/hr

Client Service Associate Arlington, Virginia, United States; Herndon, Virginia, United States Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services ...

TowneBank

Client Service Specialist

Glen Allen, VA · On-site

$40K - $60K/yr

The Client Service Specialist is responsible for serving the Towne Benefits sales team and their clients by ensuring that the sales and renewal processes are moving efficiently, creating new business ...

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Showing results 21-40

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How much do client service jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client service in Virginia is $18.64, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $20.72 per hour, depending on experience, location, and employer.

What is a client service?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

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 skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

How does a client service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.

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 jobs?

Cities in Virginia with the most Client Service job openings:

Client Service jobs near you
Infographic showing various Client Service job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $38,762 per year, or $18.6 per hour.

Client Service Associate

Wealth Enhancement Group

Richmond, VA • On-site

$22 - $26/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 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.

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