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Direct Client Virtual Assistant Jobs in Akron, OH

Vivo HealthStaff

Mental Health Therapist

Cleveland, OH · On-site

... direct client services, including individual and group services.- Plan, implement, and evaluate ... required.- Assist and support clients in crisis situations, delivering appropriate crisis ...

Vivo HealthStaff

Mental Health Therapist

Cleveland, OH · On-site

... direct client services, including individual and group services. - Plan, implement, and evaluate ... required. - Assist and support clients in crisis situations, delivering appropriate crisis ...

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Direct Support Professional

Solon, OH · On-site

$14 - $17/hr

Responsibilities of a Direct Support Professional 1. Individual Support Services * Assist clients ... Ensure the client's living environment is clean, safe, and conducive to their well-being. * Respond ...

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Direct Support Professional

Solon, OH · On-site

$14 - $17/hr

Responsibilities of a Direct Support Professional 1. Individual Support Services * Assist clients ... Ensure the client's living environment is clean, safe, and conducive to their well-being. * Respond ...

Bonefish Grill

Culinary Manager

North Canton, OH · On-site

Directing and checking the progress of the prep staff and checking for food quality and consistency ... our virtual assistant Parker. We look forward to hearing from you! Required Preferred Job ...

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How much do direct client virtual assistant jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for direct client virtual assistant in Akron, OH is $23.34, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $26.20 per hour, depending on experience, location, and employer.

What is a direct client virtual assistant?

Direct Client Virtual Assistants are professionals who provide administrative, technical, or creative support to clients remotely, usually working directly for the client rather than through an agency. Their tasks may include scheduling, email management, research, data entry, and more, depending on the client’s needs. Working directly with clients allows Virtual Assistants to build stronger relationships and tailor their services to specific requirements. This role often requires excellent communication, organizational skills, and proficiency with digital tools.

What are the key skills and qualifications needed to thrive as a direct client virtual assistant?

To thrive as a Direct Client Virtual Assistant, you need strong organizational abilities, excellent written and verbal communication, and proficiency in administrative tasks, often supported by experience or a relevant certification. Familiarity with tools like Google Workspace, Microsoft Office, project management platforms (e.g., Asana, Trello), and communication systems such as Slack or Zoom is typically required. Outstanding time management, problem-solving, and interpersonal skills help you stand out in supporting clients remotely. These skills ensure tasks are completed efficiently, client needs are met proactively, and professional relationships are maintained, which is vital for client satisfaction and long-term success.

How does a direct client virtual assistant typically manage communication and collaboration with clients who work in different time zones?

As a Direct Client Virtual Assistant, managing communication across time zones is a common challenge. Most VAs use shared digital tools like project management platforms, cloud-based calendars, and messaging apps to stay organized and responsive. It's standard practice to establish overlapping 'core hours' for real-time communication and clarify expectations regarding response times. Regular check-ins and clear documentation help ensure tasks are completed smoothly, regardless of time differences. This approach fosters trust and reliable collaboration, even when working remotely for clients around the world.

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Direct Client Virtual Assistant jobs near you

Client Service Associate, Wealth Advisory

Glenmede Trust Co

Beachwood, OH • On-site

Full-time

Medical, Retirement, PTO

Posted 23 days ago

Key responsibilities

  • Support Relationship Managers in the administration of trust, investment, and retirement accounts, including transaction processing and client information updates.

  • Act as an initial point of contact for client inquiries, handle routine client matters, and coordinate client meetings and communications.

  • Assist in preparing client meeting materials, coordinate with internal departments, and support team activities to maintain client relationships.

Job description

Empowering Financial Futures. 

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. 

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding, and addressing unique client circumstances. Our team of experts partner with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. 

This position will operate in a hybrid work environment, 3 days per week in the office (Cleveland, OH). 

OVERVIEW:

The primary function of the Client Service Associate is to support designated Relationship Managers in day-to-day client contact, relationship management, trust and investment account administration, compliance requirements, and other functions as required to maintain excellent relationships with clients, external professional advisors and internal business partners. 

RESPONSIBILITIES:

Account Support and Administration
  • Support Relationship Managers in the administration of trust, investment and retirement accounts. Duties may include daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information. 
  • Monitor and review daily reports for accuracy, action items, resolution, and follow-up. 
  • Assist with account opening, asset transfer, account terminations, and special asset management. 
  • Be a power-user of client support technology systems, including the client relationship management system and the system of record for client transactions. 
  • Manage incoming and outgoing client communications, including preparing correspondence and managing document retention.
Client and Relationship Manager Support
  • Act as an initial point of contact for client inquiries and team communications. 
  • Independently handle certain routine to moderately complex client (internal and/or external clients) matters and undertake research or take needed action to resolve (with guidance from senior officers where appropriate).
  • Serve as direct back-up to other team/office support professionals to provide team-based coverage. 
  • Coordinate client meetings, including scheduling, dining arrangements, travel, security, and other related activities. 
  • Assist in the reception of client guests, and answer office phones as needed. 
  • Communicate with clients in a professional and pleasant manner; maintain confidentiality and discretion in all client and professional interactions; and keep appropriate parties informed. 
  • Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams, and coordinate with investment, tax or other departments to ensure deadlines are met. 
  • Assist in the completion of expense reports and other related requirements for professionals.
Firm Building 
  • Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices. 
  • Participate in special projects and identify process improvements. 
  • Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.

REQUIRED QUALIFICATIONS: 

  • Bachelor’s degree or equivalent experience required. 
  • 0-4 years of experience in the financial services area, preferably in a fiduciary environment, is preferred. 

PREFERRED QUALIFICATIONS:

  • Proficiency with Microsoft Office and electronic tools and systems to fulfill daily responsibilities, including document management, investment reporting, and transaction processing. Knowledge of Salesforce.com applications is desirable. 
  • Excellent interpersonal skills with a demonstrated ability to effectively interact with clients by phone and in person. 
  • Proven ability to interact effectively with other professionals on a daily basis. 
  • Excellent verbal and written communication skills/pleasant telephone manner. 
  • Proven competence in organizational and problem-solving skills, ability to work well under pressure, and consistent accuracy and attention to detail. 
  • Self-starter with a great deal of initiative. 
  • Full understanding of client privacy and confidentiality. 

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available 

-Superior 401k match  

-Tuition reimbursement 

-Company subsidized commuter benefits

-Generous paid time off, including parental leave 

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/. 

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. 

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