ZipRecruiter

Log In

1

Client Services Associate Ii Jobs in Virginia (NOW HIRING)

ProspectBlue

Client Services Associate

Richmond, VA · On-site

$50K - $60K/yr

Client Services Associate - Entry Level | Richmond, VA ProspectBlue seeks an entry-level Client Services Associate for our wealth management firm client in Richmond, Virginia! About the Opportunity:

New

RH

Client Services Associate

Mclean, VA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

RH

Client Services Associate

Mclean, VA · On-site

$27 - $31/hr

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

Interfacing directly with clients to complete service requests * Assist & coordinate operational procedures, including reporting and cash management within client accounts * Assist with the ...

SPS North America Inc

Client Service Associate

Arlington, VA · On-site

$16.75 - $23/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office ...

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 Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office ...

next page

Showing results 1-20

All JobsClient Services Associate Ii JobsClient Services Associate Ii Jobs in Virginia

Client Services Associate Ii information

What is a Client Services Associate II?

A Client Services Associate II is a mid-level professional who supports clients by addressing their inquiries, processing transactions, and providing information about products or services. They often work in financial services, banking, or other client-focused industries, acting as a key point of contact for clients. In addition to resolving client issues, they may assist with account management, documentation, and ensuring compliance with company policies. Their role requires excellent communication skills, attention to detail, and the ability to handle multiple tasks efficiently.

What skills and qualifications are needed to thrive as a Client Services Associate II?

To thrive as a Client Services Associate II, you need strong customer service skills, attention to detail, and a background in business or finance, often with a relevant bachelor’s degree. Familiarity with CRM software, financial platforms, and Microsoft Office Suite is typically required, and FINRA certifications may be beneficial in financial services environments. Excellent communication, problem-solving abilities, and teamwork are crucial soft skills for building client relationships and resolving issues efficiently. These competencies ensure high-quality client support, drive satisfaction, and contribute to overall organizational success.

What opportunities for career advancement are typically available to a Client Services Associate II within a financial services firm?

Client Services Associate II roles often serve as a stepping stone to more senior positions within client services, account management, or even advisory roles. By gaining hands-on experience with client interactions, operational processes, and financial products, associates build a strong foundation for progression. Many firms encourage internal mobility, so high performers may transition into roles such as Senior Client Associate, Relationship Manager, or Operations Supervisor. Additionally, pursuing relevant certifications or additional training can further expand career options within the firm.

What is the difference between Client Services Associate II vs Client Services Associate I?

AspectClient Services Associate IIClient Services Associate I
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent
Work EnvironmentCustomer service, financial or client-focused settings, often with increased responsibilitiesCustomer service, financial or client-focused settings, entry-level
Employer & Industry UsageFinancial services, banking, insurance, investment firmsFinancial services, banking, insurance, investment firms
Common Search & Comparison IntentUnderstanding role progression, responsibilities, and qualificationsEntry-level duties, basic client interaction

The main difference between Client Services Associate II and Client Services Associate I lies in experience and responsibilities. The II level typically requires more experience and involves handling more complex client issues, whereas the I level is more entry-level with basic client interactions. Both roles are common in financial and customer service industries and share similar work environments and employer usage.

How much does a Client Services Associate II make?

The average salary for a Client Services Associate II typically ranges from $40,000 to $55,000 annually, depending on experience, company size, and industry. Compensation may also include benefits such as health insurance and paid time off, with some roles offering bonuses or performance incentives.
Client Services Associate Ii jobs near you

Client Services Associate

ProspectBlue

Richmond, VA • On-site

$50K - $60K/yr

Other

Posted 2 days ago

New

Job description

Client Services Associate – Entry Level | Richmond, VA


ProspectBlue seeks an entry-level Client Services Associate for our wealth management firm client in Richmond, Virginia!


About the Opportunity:


ProspectBlue’s client, a highly respected wealth management firm in Richmond, Virginia, is seeking a smart, outgoing, and motivated individual to join its team in an entry-level client service and administrative support role.


This is an excellent opportunity for someone who is looking to build a long-term career in wealth management. The ideal candidate will be a genuine “people person” who enjoys working with clients and colleagues, has a strong academic background and understanding of finance, and is eager to learn and grow within the business.


The successful candidate will initially provide front-office, administrative, and operational support while working alongside experienced Client Service Associates and financial advisors. Over time, this individual will have the opportunity to grow into a full Client Services Associate position with increasing responsibility.


Key Responsibilities:


  • Greet clients and guests at the office and provide a professional, welcoming first impression.
  • Serve as a professional and friendly presence at the front desk and provide coverage as needed.
  • Answer and direct incoming phone calls and assist with general client inquiries.
  • Support the financial advisor and Client Service Associate teams with day-to-day administrative tasks.
  • Assist with maintaining and organizing client records and documentation in accordance with industry regulations.
  • Assist with operational projects and special assignments across the wealth management team.
  • Prepare client presentations and materials, including operating a binding machine and assisting with presentation assembly.
  • Work with spreadsheets and assist with basic data entry, tracking, and record keeping.
  • Learn and utilize the firm's CRM and other technology systems.
  • Communicate professionally and effectively with clients, advisors, and internal team members.
  • Take initiative to learn the business and progressively assume additional responsibilities.


Desired Qualifications:


  • Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business, or a related field.
  • Demonstrated interest in finance, investments, wealth management, or financial services.
  • Prior financial services or investment advisory experience is a plus, but not required.
  • Strong academic record and ability to understand and learn financial concepts.
  • Extremely organized, detail-oriented, and dependable.
  • Excellent verbal and written communication skills.
  • Outgoing, personable, and comfortable interacting with clients and colleagues.
  • Professional demeanor and strong interpersonal skills.
  • Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
  • Comfortable working with spreadsheets and learning new technology and CRM systems.
  • Ability to multitask, prioritize responsibilities, and meet deadlines.
  • Strong character, work ethic, and a genuine desire to learn and build a career in wealth management.
  • A team-oriented attitude and willingness to take on a variety of responsibilities.


What We're Looking For:


The right candidate doesn't need to have extensive industry experience. We're looking for someone with the intelligence, personality, character, and motivation to grow.


If you're someone who takes pride in doing things the right way, enjoys working with people, is eager to learn, and wants to develop a career in wealth management, this could be an excellent opportunity to join a respected firm and grow with the team.


Compensation:


  • Estimated salary range: $50,000–$60,000 per year
  • Salary will be dependent on prior industry experience, internships, educational background, and qualifications.


If you're ready to start your career in wealth management and grow into a Client Services Associate role, let's connect!


Interested candidates should submit a resume to jamie.shield@prospectblue.com to begin the application process.


Apply