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Financial Client Services Associate Jobs in Virginia

SPS North America Inc

Client Service Associate

Arlington, VA · On-site

$16.75 - $23/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office ...

SPS North America

Client Service Associate

Herndon, VA · On-site

$15 - $20.50/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office ...

SPS North America Inc

Client Service Associate

Herndon, VA · On-site

$15 - $20.50/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office ...

SPS North America

Client Service Associate

Herndon, VA · On-site

$15 - $20.50/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office ...

SPS North America

Client Service Associate

Herndon, VA · On-site

$15 - $20.50/hr

The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office ...

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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.

Registered Client Service Associate

Davenport & Company LLC

Norfolk, VA • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 28 days ago

Job description

REGISTERED CLIENT SERVICE ASSOCIATE
Location: Norfolk, VA
Hiring Range: $60,000 - 79,000
OVERVIEW:
Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Norfolk team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regard to servicing customers and fostering a positive relationship between clients and the firm.
An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.
RESPONSIBILITIES:
Responsibilities of this position include, but are not limited to:
  • Answering phones, filing, and preparing correspondence
  • Submitting client requests for checks, wires, transfers, and security registrations
  • Helping clients to understand their monthly statements and annual tax notices
  • Acquiring cost basis
  • Responding on a timely basis to operational notices
  • Assisting with all forms of account paperwork
  • Maintaining records and files as required by the Compliance department
  • Processing mailings and arranging seminars
  • Working with internal service departments including Operations, Financial Services, and Research, among others
  • Cooperating with co-workers to cover various needs as they arise in the sales area

QUALIFICATIONS:
  • College Degree preferred
  • Experience in financial services or banking strongly preferred
  • FINRA Licensing: SIE, Series 7, and Series 63 (or FINRA-recognized equivalent) required
  • Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
  • Highly motivated with excellent communication and customer service skills
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Ability to learn and master computer programs that house customer data
  • Basic bookkeeping skills and record keeping ability
  • Ability to understand and adhere to industry rules and regulations
  • Professional demeanor

SALARY & BENEFITS:
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

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