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Client Services Associate Jobs in Reston, VA (NOW HIRING)

Client Services Associate

Washington, DC ยท Hybrid

$55K - $65K/yr

We are hiring for the Client Service Associate position in our Chicago or Washington, D.C. office and welcome candidates to apply that live and work in one of these two locations: The Role We are ...

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 ...

Client Services Associate

Mclean, VA ยท 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 ...

Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...

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 ...

Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...

Client Services Associate Venn Strategies is a fast-paced, nationally recognized full-service government and public affairs firm based in Washington, DC. Our track record of success is a function of ...

As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support, and ensuring the successful delivery of ...

As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support, and ensuring the successful delivery of ...

As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing administrative and campaign execution support, and ensuring the successful delivery of ...

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Client Services Associate information

See Reston, VA salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for client services associate in Reston, VA is $23.31, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $26.01 per hour, depending on experience, location, and employer.

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 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 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.

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 the most commonly searched types of Client Services jobs in Reston, VA? The most popular types of Client Services jobs in Reston, VA are:
What job categories do people searching Client Services Associate jobs in Reston, VA look for? The top searched job categories for Client Services Associate jobs in Reston, VA are:
What cities near Reston, VA are hiring for Client Services Associate jobs? Cities near Reston, VA with the most Client Services Associate job openings:
Infographic showing various Client Services Associate job openings in Reston, VA as of May 2026, with employment types broken down into 3% As Needed, 55% Full Time, 31% Part Time, 1% Temporary, 9% Contract, and 1% Nights. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $48,478 per year, or $23.3 per hour.
Client Services Associate

Client Services Associate

Curi Capital

Washington, DC โ€ข Hybrid

$55K - $65K/yr

Other

Medical, Dental, Vision, Life, Retirement

This job post hasย expired today.ย Applications are no longer accepted.


Job description

About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
Location
At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to come into the office three days a week. We are hiring for the Client Service Associate position in our Chicago or Washington, D.C. office and welcome candidates to apply that live and work in one of these two locations:
The Role
We are looking for a highly organized, customer-focused individual to work as a Client Service Administrator in either the Washington DC or downtown Chicago office. In this role you will support the Wealth Management team by executing a wide range of administrative responsibilities. You will have the opportunity to service from an administrative capacity, high net-worth individuals, while working in a team environment. Because the Client Service Administrator supports client-facing teams, you will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical for success in this role.
Key Responsibilities
  • Prepares and processes custodian and internal Compliance paperwork, such as new brokerage account applications and Client Agreements.
  • Arranges delivery of paperwork for signature to clients and prospects through DocuSign.
  • Organizes and maintains client electronic files.
  • Responsible for diligent record keeping in the proper databases.
  • Supports client-facing teams through routine account maintenance.
  • Assists efforts to complete firm-wide administrative projects.
  • Resolves complex custodial and third-party manager issues.
  • Participates in ongoing administrative training.
  • Effectively communicates with custodians, managers, team members, and other departments.
Key Qualifications
  • Undergraduate degree or equivalent work experience required.
  • One or more years of experience in an administrative capacity preferred.
  • Exposure to financial services preferred.
  • Experience servicing customers and third-party vendors preferred.
  • Experience in clubs, activities, sports, or any team-oriented experience.
The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$55,000-$65,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
  • Accountability: We are driven to act, work with integrity, and deliver results.
  • Curiosity: We ask and listen, stay curious, and are eager to learn.
  • Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
  • Inclusion: We respect, recognize, and encourage the differences that make us stronger-we are better together
Built On;
  • Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
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