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Financial Client Services Associate Jobs in Virginia

ProspectBlue

Client Services Associate

Richmond, VA · On-site

$50K - $60K/yr

Support the financial advisor and Client Service Associate teams with day-to-day administrative tasks. * Assist with maintaining and organizing client records and documentation in accordance with ...

New

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial ... Proficiency in Microsoft Office and previous experience in client servicing and operations at a ...

RH

Client Services Associate

Mclean, VA · On-site

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

RH

Client Services Associate

Mclean, VA · On-site

$27 - $31/hr

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

What are popular job titles related to Financial Client Services Associate jobs in Virginia?

For Financial Client Services Associate jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Virginia look for?

The top searched job categories for Financial Client Services Associate jobs in Virginia are:

What cities in Virginia are hiring for Financial Client Services Associate jobs?

Cities in Virginia with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services Associate

ProspectBlue

Richmond, VA • On-site

$50K - $60K/yr

Other

Posted 2 days ago

New

Job description

Client Services Associate – Entry Level | Richmond, VA


ProspectBlue seeks an entry-level Client Services Associate for our wealth management firm client in Richmond, Virginia!


About the Opportunity:


ProspectBlue’s client, a highly respected wealth management firm in Richmond, Virginia, is seeking a smart, outgoing, and motivated individual to join its team in an entry-level client service and administrative support role.


This is an excellent opportunity for someone who is looking to build a long-term career in wealth management. The ideal candidate will be a genuine “people person” who enjoys working with clients and colleagues, has a strong academic background and understanding of finance, and is eager to learn and grow within the business.


The successful candidate will initially provide front-office, administrative, and operational support while working alongside experienced Client Service Associates and financial advisors. Over time, this individual will have the opportunity to grow into a full Client Services Associate position with increasing responsibility.


Key Responsibilities:


  • Greet clients and guests at the office and provide a professional, welcoming first impression.
  • Serve as a professional and friendly presence at the front desk and provide coverage as needed.
  • Answer and direct incoming phone calls and assist with general client inquiries.
  • Support the financial advisor and Client Service Associate teams with day-to-day administrative tasks.
  • Assist with maintaining and organizing client records and documentation in accordance with industry regulations.
  • Assist with operational projects and special assignments across the wealth management team.
  • Prepare client presentations and materials, including operating a binding machine and assisting with presentation assembly.
  • Work with spreadsheets and assist with basic data entry, tracking, and record keeping.
  • Learn and utilize the firm's CRM and other technology systems.
  • Communicate professionally and effectively with clients, advisors, and internal team members.
  • Take initiative to learn the business and progressively assume additional responsibilities.


Desired Qualifications:


  • Bachelor’s degree required, preferably in Finance, Accounting, Economics, Business, or a related field.
  • Demonstrated interest in finance, investments, wealth management, or financial services.
  • Prior financial services or investment advisory experience is a plus, but not required.
  • Strong academic record and ability to understand and learn financial concepts.
  • Extremely organized, detail-oriented, and dependable.
  • Excellent verbal and written communication skills.
  • Outgoing, personable, and comfortable interacting with clients and colleagues.
  • Professional demeanor and strong interpersonal skills.
  • Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
  • Comfortable working with spreadsheets and learning new technology and CRM systems.
  • Ability to multitask, prioritize responsibilities, and meet deadlines.
  • Strong character, work ethic, and a genuine desire to learn and build a career in wealth management.
  • A team-oriented attitude and willingness to take on a variety of responsibilities.


What We're Looking For:


The right candidate doesn't need to have extensive industry experience. We're looking for someone with the intelligence, personality, character, and motivation to grow.


If you're someone who takes pride in doing things the right way, enjoys working with people, is eager to learn, and wants to develop a career in wealth management, this could be an excellent opportunity to join a respected firm and grow with the team.


Compensation:


  • Estimated salary range: $50,000–$60,000 per year
  • Salary will be dependent on prior industry experience, internships, educational background, and qualifications.


If you're ready to start your career in wealth management and grow into a Client Services Associate role, let's connect!


Interested candidates should submit a resume to jamie.shield@prospectblue.com to begin the application process.


Apply