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Financial Client Services Associate Jobs in Virginia

LHH US

Client Investment Associate

Richmond, VA · On-site

$60K - $80K/yr

Prior experience in financial services, wealth management, or client service highly valued * Strong ... Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

LHH US

Client Investment Associate

Richmond, VA

$60K - $80K/yr

Prior experience in financial services, wealth management, or client service highly valued * Strong ... Client Associate role please apply below. Pay Details: $60,000.00 to $80,000.00 per year Search ...

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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.

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.

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.
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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.

Financial Services Associate

Virginia Tech

Blacksburg, VA

Full-time

Posted 19 days ago

Virginia Tech rating

7.8

Company rating: 7.8 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

228th of 617 rated colleges and universities

Job description

Financial Services Associate

Apply now Back to search results Job no: 537121
Work type: Staff
Senior management: Vice President for Research
Department: Fralin Biomedical Res. Institute
Location: Roanoke, Virginia
Categories: Business / Accounting / Finance

Job Description

Reporting to the Director of Finance, the Financial Services Associate provides support to the day-to-day fiscal operations of the Fralin Biomedical Research Institute. Responsibilities include various fiscal and administrative tasks in areas of procurement, accounts payable, accounts receivable, budget, and travel. The Financial Services Associate is responsible for ensuring compliance with university, state, and federal regulations, maintaining internal controls, and serves as a point of contact to provide guidance for faculty and staff regarding financial procedures and processes. They will also coordinate and work with university departments such as the Controller's Office, Bursar's Office, and Procurement department.

Required Qualifications

Associate's degree in accounting, business, finance or related field or equivalent combination of training and experience.
Demonstrated proficiency with current office computer software such as Excel, Word, Outlook.
Knowledge and experience to support fiscal processes via accounting, accounts payable, bookkeeping and/or related experience.
Familiarity with financial databases and systems.
Demonstrated ability to work independently and collaboratively in a team environment.

Preferred Qualifications

Bachelor's degree or equivalent combination of training and experience.
Working knowledge of Virginia Tech policies and procedures.
Experience with HokieMart, Banner and emburse.
Professional office experience in an academic, medical or business environment.
Familiarity with federal and state regulatory and compliance concerns and applicability to universities.

Pay Band

3

Overtime Status

Exempt: Not eligible for overtime

Appointment Type

Restricted

Salary Information

Starting at $45,000. Commensurate with experience.

Hours per week

40

Review Date

8/14/2026

Additional Information

The successful candidate will be required to have a criminal conviction check.

About Virginia Tech

Dedicated to its motto, Ut Prosim (That I May Serve), Virginia Tech pushes the boundaries of knowledge by taking a hands-on, transdisciplinary approach to preparing scholars to be leaders and problem-solvers. A comprehensive land-grant institution that enhances the quality of life in Virginia and throughout the world, Virginia Tech is an inclusive community dedicated to knowledge, discovery, and creativity. The university offers more than 280 majors to a diverse enrollment of more than 36,000 undergraduate, graduate, and professional students in eight undergraduate colleges, a school of medicine, a veterinary medicine college, Graduate School, and Honors College. The university has a significant presence across Virginia, including Blacksburg, the greater Washington, D.C. area, the Health Sciences and Technology Campus in Roanoke, sites in Newport News and Richmond, and numerous Extension offices and research institutes. A leading global research institution, Virginia Tech conducts more than $650 million in research annually.

Virginia Tech endorses and encourages participation in professional development opportunities and university shared governance.  These valuable contributions to university shared governance provide important representation and perspective, along with opportunities for unique and impactful professional development.

Virginia Tech does not discriminate against employees, students, or applicants on the basis of age, color, disability, sex (including pregnancy), gender, gender identity, gender expression, genetic information, ethnicity or national origin, political affiliation, race, religion, sexual orientation, or military status, or otherwise discriminate against employees or applicants who inquire about, discuss, or disclose their compensation or the compensation of other employees or applicants, or on any other basis protected by law.

If you are an individual with a disability and desire an accommodation, please contact Brittany Shelton at sheltb@vtc.vt.edu during regular business hours at least 10 business days prior to the event.

Advertised: July 23, 2026
Applications close:

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About Virginia Tech

Sourced by ZipRecruiter

Virginia Tech, guided by its motto "Ut Prosim" (That I May Serve), embraces a hands-on, interdisciplinary approach to educate scholars as leaders and problem-solvers. As a comprehensive land-grant institution, it enriches the quality of life in Virginia and worldwide, fostering an inclusive community focused on knowledge, discovery, and creativity. With over 280 majors, the university serves a diverse student body of more than 36,000 across undergraduate, graduate, and professional programs. Virginia Tech's presence extends throughout Virginia, including campuses in Northern Virginia, Roanoke, Newport News, and Richmond, along with multiple Extension offices and research centers. As a prominent global research institution, it conducts over $500 million in research annually.

Industry

Colleges, universities, and professional schools

Company size

5,001 - 10,000 Employees

Headquarters location

Blacksburg, VA, US

Year founded

1872

Social media

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