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Client Services Associate Jobs in Virginia (NOW HIRING)

LHH US

Client Investment Associate

Richmond, VA · On-site

$60K - $80K/yr

Manage client account transactions, money movement requests, and general service needs * Maintain ... Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

Apply Early

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

Manage client account transactions, money movement requests, and general service needs * Maintain ... Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

Apply Early

Davenport

Client Service Associate

Richmond, VA · On-site

$14.25 - $19.75/hr

CLIENT SERVICE ASSOCIATE Location: Richmond, VA Department: Retail Sales OVERVIEW: Davenport is ... An ideal candidate will have knowledge or interest in the financial services industry, and ...

Davenport & Company LLC

Client Service Associate

Richmond, VA · On-site

$14.25 - $19.75/hr

CLIENT SERVICE ASSOCIATE Location: Richmond, VA Department: Retail Sales OVERVIEW: Davenport is ... An ideal candidate will have knowledge or interest in the financial services industry, and ...

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Client Services Associate information

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$10

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How much do client services associate jobs pay per hour?

As of Jul 1, 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 does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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

Client Administration Associate

Skillcloud HCM

Richmond, VA • On-site

Other

Posted 26 days ago

Job description

TCV Trust & Wealth Management / Client Administration Associate
TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Client Administration Associate to join their team in Richmond, VA.
The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.
Benefits of the job:
  • Majority employee-owned, ESOP eligibility after one year of service.
  • Comprehensive benefit package and competitive salary
  • Strong company culture that supports community and charitable organizations.
Requirements of the Client Administration Associate:
  • BS degree in business, finance or related field preferred
  • 2 years of trust administration, paralegal, financial services or accounting experience
  • Knowledge of basic accounting/tax principals and common asset characteristics
  • Strong verbal, written, and interpersonal skills
  • Discretion in handling confidential information and sensitive data
  • Concern for clients and their needs; ability to create close and supportive relationships
  • Attention to detail and accuracy while meeting deadlines
  • Office based, 8:30am-5:00pm
Responsibilities:
  • Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.
  • Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer's account.
  • Determine the various elements comprising an estate's assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.
  • Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.
  • Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager's direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.
  • Provide backup reception support by answering and directing incoming client calls with professionalism and discretion.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client's specific needs.
TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients' unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.
Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE
Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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