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

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think ... This role is essential to ensuring exceptional service delivery to our clients by supporting day-to ...

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think ... This role is essential to ensuring exceptional service delivery to our clients by supporting day-to ...

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How much do client support associate jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for client support associate in Reston, VA is $20.82, according to ZipRecruiter salary data. Most workers in this role earn between $17.50 and $23.99 per hour, depending on experience, location, and employer.

What does a Client Support Associate do?

A Client Support Associate is responsible for assisting clients with inquiries, resolving issues, and providing information about products or services. They serve as the main point of contact between a company and its customers, ensuring that clients receive timely and effective support. Their duties may include responding to emails or phone calls, troubleshooting problems, and guiding clients through processes or solutions. The goal is to maintain high customer satisfaction and build strong client relationships.

How does a Client Support Associate typically collaborate with other departments to resolve customer issues?

Client Support Associates frequently work with teams such as technical support, account management, and product development to address customer inquiries and resolve complex issues. When a customer’s request extends beyond standard procedures, associates coordinate with these departments to gather accurate information or escalate concerns. This collaborative environment not only ensures timely solutions for clients but also helps associates build a well-rounded understanding of the company’s products and services. Strong communication and teamwork skills are essential in this role.

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

To thrive as a Client Support Associate, you need strong communication skills, problem-solving abilities, and a background in customer service, often supported by a bachelor’s degree or relevant experience. Familiarity with customer relationship management (CRM) systems, ticketing software, and basic office applications is typically required. Exceptional patience, active listening, and adaptability help you connect with clients and resolve issues efficiently. These skills are crucial for providing prompt, effective support that enhances customer satisfaction and loyalty.

What is the difference between Client Support Associate vs Customer Service Representative?

AspectClient Support AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationHigh school diploma or equivalent; on-the-job training often provided
Work EnvironmentCorporate offices, call centers, or remote settings; focused on client accountsRetail stores, call centers, or online support; general customer interactions
Employer & Industry UsageFinancial services, tech companies, consulting firmsRetail, telecom, hospitality, and various service industries

While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

What cities near Reston, VA are hiring for Client Support Associate jobs? Cities near Reston, VA with the most Client Support Associate job openings:
Registered Client Service Associate

Registered Client Service Associate

Morgan Stanley

Bethesda, MD • On-site

$34K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

38th of 138 rated financial services

Job description

POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. DUTIES and RESPONSIBILITIES CLIENT SUPPORT
  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
  • Confirm authorization and authenticate client when processing requests
  • Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
  • Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
  • Prepare financial plans, client reports, and other materials for client meetings
  • Review and take appropriate action on client account alerts
OTHER
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
  • Proactively participate in firm initiatives directed by local management
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS Education and/or Experience
  • Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
  • Two or more years of industry experience preferred
  • High School Diploma/Equivalency
  • College degree preferred
Knowledge/Skills
  • Strong industry, product, and branch procedures knowledge
  • Exceptional writing, interpersonal and client service skills
  • Detail oriented with superior organizational skills and ability to prioritize tasks
  • Strong computer skills and knowledge of Microsoft Office products
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Goal oriented, self-motivated and results driven
  • Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports To
  • Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Salary range for the position: $34,320 - $90,000/ Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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