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Client Services Assistant Jobs in Washington (NOW HIRING)

City of Manassas

Human Services Assistant III

Manassas, VA · On-site

$48K - $66K/yr

Human Services Assistant III is distinguished from Human Services Assistant II by serving as a ... Maintains logs of client documentation received; Schedules and coordinates appointments for clients ...

Banfield Pet Hospital

Client Service Coordinator

Waldorf, MD · On-site

$17.50 - $22.75/hr

... services * Assist incoming clients by completing the required documentation, entering all pet ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

Banfield Pet Hospital

Client Service Coordinator

Waldorf, MD · On-site

$17.50 - $22.75/hr

... services * Assist incoming clients by completing the required documentation, entering all pet ... Client Service Skills * Priority Setting * Time Management Capabilities and Experience (can do)

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Client Services Assistant information

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$13

$22

$31

How much do client services assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for client services assistant in Washington is $22.68, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $25.87 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Washington?

The most popular types of Client Services jobs in Washington are:

What are popular job titles related to Client Services Assistant jobs in Washington?

For Client Services Assistant jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Client Services Assistant jobs in Washington look for?

The top searched job categories for Client Services Assistant jobs in Washington are:

What cities in Washington are hiring for Client Services Assistant jobs?

Cities in Washington with the most Client Services Assistant job openings:

Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $47,174 per year, or $22.7 per hour.

Registered Client Service Associate

Raymond James Financial Services

Fairfax, VA • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Essential Duties and Responsibilities

  • Services basic inquiries and scheduling of meetings with prospective and existing clients

  • Respond to client inquiries regarding accounts, transactions, and general service matters

  • Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests

  • Maintain accurate and complete CRM records

  • Execute equity, ETF, mutual fund, and fixed income trades as directed

  • Assist with portfolio rebalancing

  • Monitor cash balances and distributions

  • Gather and organize client financial data

  • Prepare and update financial plans using planning software

  • Run retirement, cash flow, and scenario analyses

  • Prepare client-ready reports and presentations

  • Ensure all documentation meets firm and regulatory requirements

  • Maintain organized client files and audit-ready documentation

  • Assist with supervisory reviews and compliance requests

  • Adhere to FINRA, SEC, and firm policies and procedures

  • Perform other duties, as assigned

Key Skills & Competencies

  • Strong attention to detail and accuracy

  • Excellent organizational and time-management skills

  • Professional communication (written and verbal)

  • Analytical mindset

  • Client-first attitude with high integrity

  • Experience with financial planning software

  • Experience with portfolio management or rebalancing tools

  • Experience executing trades in client accounts

  • Proficiency in Microsoft Office and CRM systems

Education/Previous Experience

  • Bachelor’s degree preferred

  • 3+ years of experience in wealth management or advisory support

Licenses/Certifications

  • SIE, Series 7 & 63/65 or 66

  • Insurance license

McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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