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Provider Services Associate Jobs in Virginia (NOW HIRING)

ProspectBlue

Client Services Associate

Richmond, VA · On-site

$50K - $60K/yr

The successful candidate will initially provide front-office, administrative, and operational support while working alongside experienced Client Service Associates and financial advisors. Over time, ...

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Provider Services Associate information

What is a provider services associate?

A Provider Services Associate is a professional who supports healthcare providers by addressing their inquiries, resolving issues, and assisting with administrative tasks related to patient care and insurance. They often serve as a liaison between healthcare providers and insurance companies, ensuring accurate information exchange and timely resolution of claims or service requests. This role typically requires strong communication skills, attention to detail, and a good understanding of healthcare processes and insurance policies.

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

To excel as a Provider Services Associate, you need strong knowledge of healthcare administration, insurance processes, and customer service, often supported by a relevant associate’s degree or equivalent experience. Familiarity with claims processing systems, provider databases, and healthcare management software like Facets or Epic is typically required. Excellent communication, problem-solving abilities, and attention to detail are crucial soft skills for resolving provider inquiries and ensuring accurate information. These skills and qualities are vital for facilitating efficient provider relations, minimizing errors, and maintaining satisfaction in a complex healthcare environment.

How does a provider services associate typically collaborate with healthcare providers and internal teams?

Provider Services Associates play a key role in facilitating communication between healthcare providers and the organization. They often handle provider inquiries, resolve issues related to credentialing, claims, or network participation, and ensure that providers have the resources they need. Collaboration with internal teams—such as claims, credentialing, and customer service—is frequent, as Associates help coordinate solutions and maintain accurate information. This role requires strong interpersonal and organizational skills to manage multiple requests and maintain high service standards.

What is the difference between Provider Services Associate vs Customer Service Representative?

AspectProvider Services AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; healthcare-related certificationsHigh school diploma or equivalent; customer service experience
Work EnvironmentHealthcare offices, insurance companies, provider networksCall centers, retail, service industries
Employer & Industry UsageHealthcare providers, insurance companiesVarious industries including retail, telecom, finance
Common Search & ComparisonYesNo

The Provider Services Associate typically works within healthcare or insurance settings, focusing on provider relations and claims. Customer Service Representatives handle general customer inquiries across various industries. While both roles involve communication and problem-solving, Provider Services Associates require healthcare-specific knowledge and certifications, making their roles more specialized within the healthcare industry.

What are the most commonly searched types of Provider Services jobs in Virginia?

The most popular types of Provider Services jobs in Virginia are:

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

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

What cities in Virginia are hiring for Provider Services Associate jobs?

Cities in Virginia with the most Provider Services Associate job openings:

Provider Services Associate jobs near you
Infographic showing various Provider Services Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% 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 5 days ago

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