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Client Success Associate Jobs in Virginia (NOW HIRING)

Andersen

Associate, Client Team Support

Mclean, VA · On-site

Join us at Andersen, and together, let's write the story of your success! The Role The Client Team Support Associate (CTSA) will provide essential administrative, business development, and ...

Andersen

Associate, Client Team Support

Mclean, VA · On-site

$28.26 - $49.03/hr

Join us at Andersen, and together, let's write the story of your success! The Role The Client Team Support Associate (CTSA) will provide essential administrative, business development, and ...

UBS

Client Associate

Richmond, VA

... a Client Associate to join our nationally recognized Private Wealth Management team who has a ... success. We're dedicated to our craft and passionate about putting our people first, with new ...

D.A. Davidson

Client Associate

Winchester, VA

... Client Associate to join our Winchester, VA branch. In this team-critical role, you will work ... As an employee-owned company, our success is driven by our high standards of business ethics ...

D.A. Davidson

Client Associate

Winchester, VA · On-site

... Client Associate to join our Winchester, VA branch. In this team-critical role, you will work ... As an employee-owned company, our success is driven by our high standards of business ethics ...

D.A. Davidson

Client Associate

Winchester, VA · On-site

... Client Associate to join our Winchester, VA branch. In this team-critical role, you will work ... As an employee-owned company, our success is driven by our high standards of business ethics ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ...

Royal Bank of Canada

Client Associate

Vienna, VA · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ...

Royal Bank of Canada

Client Associate

Winchester, VA · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... success that is mutual. * A comprehensive Total Rewards Program including bonuses and flexible ...

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Client Success Associate information

See Virginia salary details

$18.3K

$52.5K

$92.2K

How much do client success associate jobs pay per year?

As of May 28, 2026, the average yearly pay for client success associate in Virginia is $52,536.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $64,900.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What is a client success associate?

A client success associate is a professional responsible for managing client relationships, ensuring customer satisfaction, and helping clients achieve their goals with a company's products or services. They often communicate via phone, email, or chat, and may use customer relationship management (CRM) tools to track interactions and outcomes.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread across retail, telecom, and tech sectors

The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.

What are the most commonly searched types of Client Success jobs in Virginia? The most popular types of Client Success jobs in Virginia are:
What are popular job titles related to Client Success Associate jobs in Virginia? For Client Success Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Virginia look for? The top searched job categories for Client Success Associate jobs in Virginia are:
What cities in Virginia are hiring for Client Success Associate jobs? Cities in Virginia with the most Client Success Associate job openings:
Client Success Associate jobs near you
Client Services Associate - Wealth Management (First Clearing / WF)

Client Services Associate - Wealth Management (First Clearing / WF)

Simplex

Fairfax, VA • On-site

Other

Posted 21 days ago

Job description

This role is 100% remote and but we have a preference for someone in EST or CST since you will be supporting a team based in Virginia. 

Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for high-net-worth individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors / Partners of the firm. The Client Services Associate assists with private clients daily needs. 

They have a fun, open environment and are looking for someone who wants to be a part of their long term success. 

Responsibilities:

  • New account opening, creating households, cashiering, ACH transfers, assisting clients, researching problems, maintaining account records, and preparing client communication. 
  • Answering phones, greetings clients, and maintaining calendars for multiple Wealth Advisors. 
  • Analyzing reports to determine the appropriate action to be taken on behalf of client accounts. 
  • Preparing and processing client documentation. 
  • Assisting in reconciling performance reports. 
  • Executing cashiering, money movement, and ACH requests. 

Requirements: 

  • Must be familiar with First Clearing (Wells Fargo Clearing Services LLC) for back office and custody services or Fidelity
  • Experience in a similar role for a Registered Investment Advisor. Familiarity with the administrative side of servicing wealth management clients
  • Understanding of the Wealth Management industry and terminology/concepts. Dividends, Capital Gains, IRA's, Opening accounts, etc
  • Fun, energetic personality. 
  • Strong Customer / Client services orientation. 
  • Must have strong organizational and prioritization skills. 
  • Ability to work independently to research and resolve client issues. 
  • Licenses like 7, 11, 65 or 66 licenses are nice to have but not required. 

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