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$22

$40

How much do client services associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client services associate in Virginia is $22.21, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $24.81 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Virginia? The most popular types of Client Services jobs in Virginia are:
What are popular job titles related to Client Services Associate jobs in Virginia? For Client Services Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Virginia look for? The top searched job categories for Client Services Associate jobs in Virginia are:
What cities in Virginia are hiring for Client Services Associate jobs? Cities in Virginia with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Virginia as of May 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,198 per year, or $22.2 per hour.
Client Services Associate - Insurance & Annuities

Client Services Associate - Insurance & Annuities

Cassaday & Company

Mclean, VA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

This position offers a hybrid schedule following successful completion of the introductory period.

POSITION SUMMARY

The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service needs are delivered promptly and seamlessly.

This role reports directly to the Director of Advanced Strategies and is also overseen by the Advanced Strategies Client Services Manager, with daily interaction with senior executives, internal departments, and our clientele.

RESPONSIBILITIES

· Interacting with clients and data gathering.

· Assisting with department sales processes and new business applications.

· Providing clients with analysis and recommendations for various insurance and annuity needs.

· Motivation to continuously improve your position and increase your knowledge through certifications, designations, etc.

· Scheduling and coordinating client meetings.

· Maintain complete, accurate client account records, ensuring clean data processes are adhered to.

· Managing multiple tasks with the ability to juggle competing responsibilities through organization and prioritization of work.

· Providing general administrative support to the Director of Advanced Strategies as needed.

· Additional responsibilities as requested.

REQUIREMENTS

· Bachelor’s Degree required.

· Valid Life & Health Insurance License required.

· Series 66 and/or Series 7 licensures preferred or obtained within 90 days of hire.

· Excellent oral, written and interpersonal skills.

· Strong work ethic, job commitment, organization skills, and attention to detail.

· Dedication to providing excellent client service.

· Strong computer skills, including intermediate level proficiency in Word and Excel applications.

· The ability to maintain a professional demeanor at all times when interacting with clients and upper management.

· Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality.

· The ability to anticipate support requirements is a critical skill needed to be successful in this role.

ABOUT US

Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

CASSADAY & COMPANY BENEFITS PACKAGE

  • Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
  • 401(k) options
  • Paid time off
  • Telework options
  • Health & Wellness Program, including:
    • paid gym membership
    • quarterly & annual employee wellness events
  • Paid parking in covered garage, OR monthly public transit subsidy
  • Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
  • Company-sponsored employee appreciation events
Employment Type: FULL_TIME

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