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Client Services Professional Jobs in Virginia (NOW HIRING)

Winged Keel Group

Client Services Assistant

Richmond, VA · On-site

$17 - $23.25/hr

Winged Keel Group's Client Services department focuses on delivering best in class service to our ... This role will also help you refine professional business communication skills and become adept at ...

Winged Keel Group

Client Services Assistant

Richmond, VA · On-site

$17 - $23.25/hr

Winged Keel Group's Client Services department focuses on delivering best in class service to our ... This role will also help you refine professional business communication skills and become adept at ...

Medallia, Inc.

Consultant

Mclean, VA · On-site

... client-facing, technical, professional services or closely related role * Bachelor's degree, or equivalent experience, with demonstrated interest in technology, including comfort with technical ...

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Client Services Professional information

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 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.

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 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.

Is client services a good career?

A career as a client services professional offers opportunities to develop communication, problem-solving, and interpersonal skills. It often involves working in customer-facing environments, with potential for advancement into management or specialized roles, and may require certifications or training in customer relationship management tools.

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 Assistant

Winged Keel Group

Richmond, VA • On-site

$17 - $23.25/hr

Full-time

Medical, Dental, Life, Retirement

Re-posted 2 days ago

Job description

Firm Summary:
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With eleven offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
Winged Keel Group's Client Services department focuses on delivering best in class service to our ultra-high net worth clients. We offer a suite of services that includes customized reporting, premium invoicing, task management, and the preparation of life insurance portfolio reviews. We work with dozens of insurance companies to manage a spectrum of life insurance products. Prior experience with any type of insurance may be helpful, but life insurance experience is not a prerequisite since we will train you on the different types of life insurance products.
The successful candidate will enjoy helping people and going the extra mile to deliver exemplary service to our clients. He or she will be a self-starter and be accountable for following our established processes to deliver timely and accurate information. This role requires someone who can critically review information and is comfortable questioning unexpected results. Seemingly small details can be material, so we are looking for someone who has the patience and discipline to manage those details.
Candidates should have strong follow-through in order to drive multi-step assignments to completion. Basic time management skills are necessary and this role will provide an opportunity to further develop prioritization and time management skills. This role will also help you refine professional business communication skills and become adept at communicating proactively to manage expectations as priorities shift.
Position Responsibilities:
  • Obtain policy values, forms, and information from insurance carriers.
  • Use insurance company software to run (or request from insurance companies) inforce policy illustrations. Identify results that don't make sense or are inconsistent with previous illustrations. Proactively prepare or obtain additional illustrations as needed.
  • Prepare premium invoices and policy summaries.
  • Prepare paperwork for and process death claims, surrenders and withdrawals, policy changes, such as title and allocation changes; follow up where needed to manage multi-step transactions through to completion and confirm accurate processing.
  • Update and maintain client information; document all client transactions.
  • Understand and adhere to compliance procedures when working with variable life insurance.
  • Use Excel to prepare complex insurance portfolio reviews that include multiple product types and funding scenarios with IRR calculations; create new Excel templates for scenarios not adequately covered by existing formats.
  • Review work of teammates; identify errors and recommend enhancements that will contribute to an improved customer experience.
  • Assist clients and advisors with questions about insurance portfolios. Anticipate additional questions and information required for others to make informed decisions. Prepare and explain relevant analysis.
  • Understand income tax attributes of life insurance and strategies used to fund life insurance in a tax efficient manner.
  • Prepare split dollar reporting.
  • Proactively communicate with internal Client Relationship Managers.
  • Coordinate with the Design team when advanced analytics are needed.

Ideal Candidate will Possess the Following:
  • 1-2 years of professional experience, preferably including customer service
  • Bachelor's degree
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Problem solver; aware of when to escalate issues
  • Ability to prioritize, stay organized, and manage multiple tasks and deadlines in a fast-paced environment
  • Ability to pick up and understand new software and technology relatively quickly
  • Understanding of basic financial math concepts is a plus
  • Ability to develop and maintain positive relationships within the firm and with common outside contacts
  • Strong interpersonal communications skills (both written and oral)
  • Willingness to accept constructive feedback
  • Strong work ethic and commitment to the highest standards of excellence
  • Strong sense of accountability and ownership of his or her work
  • Working Conditions/Demands/Complexity:
  • Required to work on a computer for a substantial part of the day
  • Occasional work in the evenings or weekends, as needed to meet deadlines
  • A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment

Compensation / Benefits:
  • Attractive annual compensation package is commensurate with experience
  • Eligible for annual performance-based bonus
  • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.

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