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Client Services Professional Jobs in Virginia (NOW HIRING)

NVA

Client Services Representative

Purcellville, VA · On-site

$16.50 - $22.50/hr

At Blue Ridge Veterinary Associates, we employ the finest veterinary professionals to deliver high ... The Client Service Representative (CSR) is the client's first contact when calling or visiting the ...

NVA

Client Services Representative

Purcellville, VA · On-site

$16.50 - $22.50/hr

At Blue Ridge Veterinary Associates, we employ the finest veterinary professionals to deliver high ... The Client Service Representative (CSR) is the client's first contact when calling or visiting the ...

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Client Services Professional information

What are the key skills and qualifications needed to thrive as a client services professional?

To thrive as a Client Services Professional, you need strong communication, problem-solving, and relationship management skills, typically supported by a bachelor's degree in business or a related field. Familiarity with CRM software, customer support platforms, and data analysis tools is commonly required. Exceptional interpersonal skills, patience, and adaptability help you build rapport and address client needs effectively. These skills and qualities are vital for delivering high client satisfaction, retaining business, and fostering long-term partnerships.

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

AspectClient Services ProfessionalCustomer Support Specialist
CredentialsTypically requires a high school diploma or equivalent; some roles prefer associate or bachelor's degreesUsually requires a high school diploma; certifications are optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support channels
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, tech companies, service providers
Search & Comparison IntentFocuses on ongoing client relationships and account managementAddresses immediate customer issues and technical support

While both roles involve assisting clients or customers, Client Services Professionals typically manage ongoing relationships and account needs, often in a B2B context. Customer Support Specialists focus on resolving technical or service issues quickly, often in a retail or tech environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.

How does a client services professional typically collaborate with internal teams to address client needs?

Client Services Professionals often serve as a bridge between clients and internal departments such as sales, operations, and technical support. They regularly communicate client feedback, coordinate with team members to resolve issues, and ensure that deliverables meet client expectations. This role requires strong interpersonal skills, as professionals must balance client advocacy with organizational priorities, often participating in cross-functional meetings and project updates. Effective collaboration helps build trust with clients and ensures a smooth service experience.

What is a client services professional?

Client Services Professionals are individuals who serve as the main point of contact between a company and its clients. They are responsible for ensuring client satisfaction by addressing concerns, managing communications, and providing solutions tailored to client needs. Their duties may include onboarding new clients, resolving issues, answering inquiries, and collaborating with other departments to deliver excellent service. Strong communication, problem-solving, and organizational skills are essential for success in this role.
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 cities in Virginia are hiring for Client Services Professional jobs? Cities in Virginia with the most Client Services Professional job openings:
Client Services Professional jobs near you
Infographic showing various Client Services Professional job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Client Services Representative

TalentRemedy

Alexandria, VA

$75K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Job description

About the Role

Our client is a well-established, dually registered broker-dealer and investment advisory firm, seeking a highly motivated, experienced, and registered Client Service Representative (CSR) to join their collaborative and growth-oriented team. This role is central to delivering exceptional client service while supporting senior advisers and internal operations.

Key Responsibilities

Client Support & Engagement

  • Serve as a primary point of contact for clients via phone and in person

  • Process new account applications and service requests with accuracy and efficiency

  • Research and resolve client account inquiries

  • Proactively engage clients through thoughtful outreach and relationship-building initiatives

Adviser & Operational Support

  • Coordinate and schedule adviser meetings and appointments

  • Prepare financial planning documents and client meeting materials

  • Maintain and update CRM systems (Redtail)

  • Utilize industry platforms such as Albridge, FI360, and NaviPlan

  • Collaborate with compliance, operations, and external custodians (including Pershing) to support account management

Team & Administrative Support

  • Answer phones, greet clients, and manage general administrative duties

  • Assist with planning and logistics for team events

  • Contribute ideas to enhance client service and internal processes

  • Perform additional duties as assigned



RequirementsQualifications

Required:

  • Minimum 3 years of experience in a Client Service Representative role or similar position

  • Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint)

Preferred:

  • Active Series 7 and 63 licenses

Skills & Attributes:

  • Exceptional organizational and communication skills

  • High attention to detail and commitment to accuracy

  • Ability to manage projects independently and follow through

  • Professional demeanor and presentation

  • Strong sense of ownership and responsibility

  • Commitment to confidentiality



Benefits

Benefits: Comprehensive medical, dental, and vision coverage; 401(k); short- and long-term disability; life insurance

This is an excellent opportunity to contribute meaningfully within a client-focused financial services environment that values professionalism, collaboration, and growth.