$80K - $110K/yr
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 ...
Quick apply
$80K - $110K/yr
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 ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
Roanoke, VA · On-site
$35K/yr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the ...
About the job Client Services Associate / Travel About Us: We are a professional travel services ... Deliver excellent customer service and build positive client relationships * Stay informed about ...
About the job Client Services Associate / Travel About Us: We are a professional travel services ... Deliver excellent customer service and build positive client relationships * Stay informed about ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$19 - $23/hr
He or she ensures that residents receive comprehensive care and services by assisting them in the ... The Registered Medication Associate is a Culture Ambassador who will model the core values of the ...
Christiansburg, VA · On-site
$16.18 - $22.65/hr
R161966 FOOD SERVICES ASSOCIATE - New River Valley Medical Center (Open) How You'll Help Transform ... Impact of work is limited to department or service line. Extensive customer, patient, client, and ...
Christiansburg, VA · On-site
$16.18 - $22.65/hr
R161966 FOOD SERVICES ASSOCIATE - New River Valley Medical Center (Open) How You'll Help Transform ... Impact of work is limited to department or service line. Extensive customer, patient, client, and ...
Roanoke, VA · On-site
$20.46 - $30.69/hr
The Client Support Team Lead actively monitors service queues, incoming requests, escalations ... High School Diploma or GED required, associate or bachelor's degree in business, criminal justice ...
Roanoke, VA · On-site
$20.46 - $30.69/hr
The Client Support Team Lead actively monitors service queues, incoming requests, escalations ... High School Diploma or GED required, associate or bachelor's degree in business, criminal justice ...
The Client Support Team Lead actively monitors service queues, incoming requests, escalations ... High School Diploma or GED required, associate or bachelor's degree in business, criminal justice ...
The Client Support Team Lead actively monitors service queues, incoming requests, escalations ... High School Diploma or GED required, associate or bachelor's degree in business, criminal justice ...
Roanoke, VA · On-site
$16.18 - $22.65/hr
R160494 PATIENT SERVICES FOOD SERVICES ASSOCIATE (Open) How You'll Help Transform Healthcare: Sign ... Complete all general food service tasks as assigned, which may include storeroom, tray assembly and ...
Roanoke, VA · On-site
$16.18 - $22.65/hr
R160494 PATIENT SERVICES FOOD SERVICES ASSOCIATE (Open) How You'll Help Transform Healthcare: Sign ... Complete all general food service tasks as assigned, which may include storeroom, tray assembly and ...
Provides excellent client service by anticipating the client's needs, exceeding expectations, and ... Proactively uses associate education tools to build product and styling knowledge with his/her ...
Provides excellent client service by anticipating the client's needs, exceeding expectations, and ... Proactively uses associate education tools to build product and styling knowledge with his/her ...
Roanoke, VA · On-site
$13 - $14/hr
Has excellent interpersonal and customer service skills. * Has excellent organizational skills and attention to detail. * Has excellent time management skills with a proven ability to meet deadlines.
Roanoke, VA · On-site
$13 - $14/hr
Has excellent interpersonal and customer service skills. * Has excellent organizational skills and attention to detail. * Has excellent time management skills with a proven ability to meet deadlines.
Roanoke, VA · On-site
Has excellent interpersonal and customer service skills. * Has excellent organizational skills and attention to detail. * Has excellent time management skills with a proven ability to meet deadlines.
Roanoke, VA · On-site
Has excellent interpersonal and customer service skills. * Has excellent organizational skills and attention to detail. * Has excellent time management skills with a proven ability to meet deadlines.
Roanoke, VA · On-site
Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney ... About The Team Our team is made up of attorneys, financial advisors, and client service ...
Quick apply
Roanoke, VA · On-site
Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney ... About The Team Our team is made up of attorneys, financial advisors, and client service ...
Airside Experience Associate As an Airside Experience Associate, you play a hands-on role in ... Operate and drive ground service equipment such as tugs, trucks, conveyors, and other freight ...
Airside Experience Associate As an Airside Experience Associate, you play a hands-on role in ... Operate and drive ground service equipment such as tugs, trucks, conveyors, and other freight ...
Roanoke, VA · On-site
$67K/yr
Language Services Associates is looking for Cambodian/Khmer interpreters in the Roanoke, VA area ... of client service • 1+ year of professional interpreting experience preferred • Industry ...
Roanoke, VA · On-site
$67K/yr
Language Services Associates is looking for Cambodian/Khmer interpreters in the Roanoke, VA area ... of client service • 1+ year of professional interpreting experience preferred • Industry ...
$9.91 - $12.65
3% of jobs
$12.65 - $15.40
12% of jobs
$16.58 is the 25th percentile. Wages below this are outliers.
$15.40 - $18.14
23% of jobs
The median wage is $19.45 / hr.
$18.14 - $20.89
24% of jobs
$23.14 is the 75th percentile. Wages above this are outliers.
$20.89 - $23.63
15% of jobs
$23.63 - $26.38
10% of jobs
$26.38 - $29.12
6% of jobs
$29.12 - $31.87
2% of jobs
$31.87 - $34.61
2% of jobs
$34.61 - $37.36
1% of jobs
$37.36 - $40.10
1% of jobs
$9
$21
$40
| Aspect | Registered Client Service Associate | Client Service Associate |
|---|---|---|
| Credentials | FINRA registration, Series 7/63 licenses often required | Typically no licensing required |
| Work Environment | Financial firms, banks, investment companies | Bank branches, financial institutions, customer service centers |
| Employer & Industry | Financial services, wealth management | Banking, retail banking, financial services |
| Search & Comparison | Often compared for client interaction and licensing requirements | Commonly 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.
The top searched job categories for Registered Client Service Associate jobs in Roanoke, VA are:
Cities near Roanoke, VA with the most Registered Client Service Associate job openings:
$80K - $110K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 26 days ago
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
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.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
