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Registered Client Service Associate Jobs in Marion, VA

VCA Animal Hospitals

Client Service Representative

Abingdon, VA · On-site

$15.50 - $21/hr

Customer service functions, including: greeting visitors, answering telephones, and guiding clients ... If you are a current associate, you need to apply through our internal career site. Please log into ...

H&R Block

Tax Associate

Tazewell, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Marion, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

H&R Block

Tax Associate

Chilhowie, VA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...

Universal Health Services

RN

Mountain City, TN · On-site

Associate Degree * EMR Electronic Medical Record * Phlebotomy * Knowledge of Mental Health ... Our recruiters will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc.

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All JobsRegistered Client Service Associate JobsRegistered Client Service Associate Jobs in Marion, VA

Registered Client Service Associate information

See Marion, VA salary details

$9

$21

$38

How much do registered client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for registered client service associate in Marion, VA is $21.25, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $23.70 per hour, depending on experience, location, and employer.

What is the difference between Registered Client Service Associate vs Client Service Associate?

AspectRegistered Client Service AssociateClient Service Associate
CredentialsFINRA registration, Series 7/63 licenses often requiredTypically no licensing required
Work EnvironmentFinancial firms, banks, investment companiesBank branches, financial institutions, customer service centers
Employer & IndustryFinancial services, wealth managementBanking, retail banking, financial services
Search & ComparisonOften compared for client interaction and licensing requirementsCommonly compared for entry-level client support roles

The main difference is that Registered Client Service Associates typically hold licensing and work in financial firms handling investment-related client services, while Client Service Associates usually work in banking environments providing general customer support without licensing requirements.

What are popular job titles related to Registered Client Service Associate jobs in Marion, VA?

For Registered Client Service Associate jobs in Marion, VA, the most frequently searched job titles are:

What cities near Marion, VA are hiring for Registered Client Service Associate jobs?

Cities near Marion, VA with the most Registered Client Service Associate job openings:

Registered Client Service Associate jobs near you
Infographic showing various Registered Client Service Associate job openings in Marion, VA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $44,201 per year, or $21.3 per hour.

Client Service Associate

Abingdon, VA • On-site

Cary Street Partners Financial LLC
See more jobs at Cary Street Partners Financial LLCexternal

$14 - $19.25/hr

Full-time

Posted 21 days ago

Job description

Description:

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects and take initiative on tasks.


This role is for our ______ office and is on-site.


Position Responsibilities and Essential Functions

  • Maintains confidential and time sensitive material.
  • Maintains various aspects of client accounts including opening new accounts, processing and submitting documents, and initiation and filing of client Investment Consulting Agreement.
  • Possesses exceptional client service skills in working with ultra-high net worth clients and complex financial arrangements.
  • Adheres to all CSP compliance policies, procedures, and standards.
  • Maintains client hard copy and electronic files.
  • Handles alerts and action items from platforms.
  • Masters custodial, portfolio management, and customer relationship management software and platforms.
  • Manages quarterly billing process for client accounts.
  • Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.
  • Assists with client presentations, including preparing, assembling and proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms.
  • Schedules client meetings, maintains Financial Advisor’s calendar, books conference rooms, and orders lunches, drinks or snacks.
  • Assists with seminars through preparation and maintenance of invitee and attendee list, preparation and mailing of invitations and maintenance of responses, and vendor relations concerning orders and logistics.
  • Maintains information in the contact management system.
  • Assists with formulation of policies and procedures in regard to opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis.
  • Performs various administrative functions such as answering and directing incoming telephone calls; opening, dating and sorting of incoming mail; and preparing outgoing US mail, courier or delivery service packages.
  • Maintains regular and reliable attendance.


Professional Experience

  • Five plus years prior experience preferred.
  • Experience in financial services industry with operations or sales assistant experience preferred.
  • Knowledge of First Clearing’s Smart Station preferred.
  • Equivalent of an Associate degree or 2 years of college preferred
  • Current SIE & 7 license or the ability to obtain these licenses preferred, but not required.


Personal Attributes

  • Ability to work effectively on multiple projects.
  • Collaborative team player with positive attitude.
  • Unquestionable integrity and good judgment.
  • Ability to learn new processes quickly, take initiative, and multi-task with little supervision.
  • Excellent verbal and written skills.
  • Ability to organize and prioritize work with attention to detail.



All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, medical condition including pregnancy and childbirth, disability, veteran status, or marital or parental status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.






Requirements: