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Health Service Associate Jobs in Virginia (NOW HIRING)

W3Global Inc.

Client Service Associate

Roanoke, VA

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth ... Health, Dental, Vision, Life, Critical Illness, and Disability Insurance 401(k) with employer ...

Store 8602 - Ashland

Customer Service Associate

Ashland, VA · On-site

$15 - $18.75/hr

Customer Service Associate (CSA) As a Customer Service Associate (CSA), you are the friendly face ... These include medical/dental vision and mental health benefits, ESOP (Employee Stock Ownership Plan ...

Store 8603 - Henrico

Customer Service Associate

Henrico, VA · On-site

$15 - $18.75/hr

Customer Service Associate As a Customer Service Associate (CSA), you are the friendly face that ... These include medical/dental vision and mental health benefits, ESOP (Employee Stock Ownership Plan ...

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Health Service Associate information

What is a health service associate?

A Health Service Associate is a professional who supports healthcare operations by performing administrative and clerical tasks in medical settings such as hospitals, clinics, or doctors' offices. Their responsibilities often include scheduling appointments, maintaining patient records, handling billing and insurance paperwork, and assisting patients with their inquiries. They play a key role in ensuring that healthcare facilities run smoothly and that patients have a positive experience. Health Service Associates do not provide direct medical care, but their work is essential to the overall healthcare delivery process.

What are the key skills and qualifications needed to thrive as a health service associate, and why are they important?

To thrive as a Health Service Associate, you need a solid understanding of healthcare procedures, basic medical terminology, and often a relevant associate degree or certification. Familiarity with practice management software, electronic health records (EHRs), and scheduling systems is typically required. Outstanding interpersonal skills, attention to detail, and the ability to multitask help you provide excellent patient service and support to healthcare teams. These competencies ensure efficient operations, accurate record-keeping, and a positive experience for both patients and providers.

What are some common challenges health service associates face when working with diverse patient populations?

Health Service Associates often interact with patients from varied cultural, linguistic, and socioeconomic backgrounds. A common challenge is ensuring clear communication and understanding patient needs despite potential language barriers or health literacy gaps. Associates must be adaptable, empathetic, and resourceful, often collaborating with interpreters, social workers, or other healthcare professionals to provide comprehensive support. Ongoing training in cultural competency and patient-centered care helps address these challenges and improve service quality.

What is the difference between Health Service Associate vs Medical Assistant?

AspectHealth Service AssociateMedical Assistant
CredentialsHigh school diploma or equivalent; certification optionalHigh school diploma; certification often preferred
Work EnvironmentHospitals, clinics, long-term care facilitiesClinics, outpatient settings, hospitals
Job DutiesPatient support, administrative tasks, basic clinical dutiesClinical tasks, patient intake, assisting physicians

Health Service Associates and Medical Assistants share similar environments and credentials, but Medical Assistants typically perform more clinical procedures and direct patient care. Both roles support healthcare teams but differ in scope and specific responsibilities.

What cities in Virginia are hiring for Health Service Associate jobs?

Cities in Virginia with the most Health Service Associate job openings:

Infographic showing various Health Service Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution.

Client Service Associate

Roanoke, VA

W3Global Inc.
Recruiting and Staffing Services • 501 - 1,000 employees
Learn more about W3Global Inc.external

$80K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Client Service Associate

About the Opportunity

Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides comprehensive wealth management solutions by integrating financial planning, investment management, tax strategies, estate planning, and risk management. Serving high-net-worth individuals, business owners, and families, they are dedicated to building long-term relationships through exceptional service and trusted financial guidance.

They are seeking a highly motivated Client Service Associate to join their growing team. This position plays a critical role in supporting financial advisors, ensuring an outstanding client experience, and maintaining efficient day-to-day operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional client service in a professional wealth management environment.

Key Responsibilities

Manage the client onboarding process from start to finish while providing ongoing client support.

Serve as a primary point of contact for clients by responding to inquiries, resolving service requests, and fostering strong relationships.

Maintain accurate CRM records, activity logs, and client documentation.

Support compliance initiatives and ensure proper recordkeeping.

Coordinate with custodians, investment companies, and third-party service providers to facilitate client requests.

Prepare documentation and materials for client meetings, reviews, and reporting.

Identify opportunities to improve internal processes and enhance the overall client experience.

Provide administrative and operational support to financial advisors as needed.

Required Qualifications

Minimum of 5 years of experience as a Client Service Associate or in a similar role within wealth management, financial planning, or a broker-dealer environment.

Active Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65), in good standing and eligible for transfer.

Strong understanding of investment operations, financial planning processes, and compliance requirements.

Proficiency with Microsoft Office and industry software, including CRM platforms, portfolio management systems, and custodial platforms.

Excellent verbal and written communication skills.

Strong organizational and time management abilities with the capacity to manage multiple priorities in a fast-paced environment.

Ability to work independently while collaborating effectively within a team.

Preferred Qualifications

Bachelor's degree in Finance, Business, or a related field.

Experience working with industry-leading wealth management platforms and managed account programs.

Previous experience supporting investment programs for financial institutions is a plus.

Benefits

The firm offers a comprehensive benefits package, which includes:

Health, Dental, Vision, Life, Critical Illness, and Disability Insurance

401(k) with employer matching

Generous Paid Time Off and paid holidays

A collaborative, team-oriented work environment

Professional development and long-term career growth opportunities

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

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