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Senior Client Associate Jobs in Virginia (NOW HIRING)

NFP

Senior Associate, Client Service

Reston, VA

The Senior Client Service Associate serves as an experienced client service professional supporting advisor teams and clients through account operations, onboarding, and ongoing maintenance. This ...

NFP

Senior Associate, Client Service

Reston, VA · On-site

The Senior Client Service Associate serves as an experienced client service professional supporting advisor teams and clients through account operations, onboarding, and ongoing maintenance. This ...

Broadridge

Senior Director, Pre-Sales

Hopewell, VA · Hybrid

Maintain current knowledge of market trends, client priorities, regulatory developments, and ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

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$28.8K

$73.6K

$131.9K

How much do senior client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for senior client associate in Virginia is $73,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $94,200.00 per year, depending on experience, location, and employer.

What is a Senior Client Associate job?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive in the Senior Client Associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What are the common responsibilities of a Senior Client Associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.
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Senior Client Associate jobs near you
Senior Client Accounting Associate

Senior Client Accounting Associate

Brown Advisory Incorporated

Norfolk, VA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 9 days ago

Job description

Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Position Summary
The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and complexities of high net worth clients.
The primary duties and responsibilities include but are not limited to:
  • The Senior Client Accounting Associate will be responsible for working with Portfolio Managers, Strategic Advisors and Client Service Associates regarding the accounting needs and complexities of high net worth clients.
  • Maintain complete records and prepare checks for client's foundations, trusts, partnerships, and LLC's. Reconcile accounts on a monthly basis. Work with Client Services Associate when necessary.
  • Prepare checks for charitable contributions for individuals and foundations as directed.
  • Organize income tax return information for individuals, trusts, partnerships and foundations. Prepare detailed year-end tax information for third party accountants. Contact Investment Advisors as necessary.
  • Understand and document taxable events
  • Process bills for payment, including using bill.com, and writing checks for other expenses.: bills, payroll, investments, and gifts. Maintain sufficient balance in accounts at all times to cover checks written and other miscellaneous withdrawals. Check bills for accuracy and contact vendors if necessary.
  • Communicate with clients to receive approval for invoice processing and other cash movement activity they require.
  • Oversee the reconciliation of client checking accounts.
  • Record account receivables and record deposits in various bank accounts.
  • Maintain general ledger accounts and prepare monthly financial statements and special reports based on client needs.
  • Assist members of the Client Accounting team and serve as backup for some colleagues
  • Research and complete special projects as they arise - be able to think creatively and strategically.
  • Develop and carry out solutions on the client's behalf when problems/projects arise.
  • Work with CPAs to answer questions and serve as point of contact between CPAs and clients.
  • Assist with timely filing of all tax returns and tax payments on the client's behalf.
  • Maintain strict confidentiality regarding client's financial information at all times.
  • Participate in meetings with clients as requested by fellow team members.

For the employees of clients:
  • Prepare payroll. Calculate and prepare deposits for payroll taxes. Prepare quarterly tax reports. Prepare annual W-2s, W-3s and VA-6s.
  • Maintain employee payroll files, answer questions regarding employment issues, verification of employment etc.
  • Research health insurance options as needed.

Qualifications
  • 5+ years Partnership Accounting Experience
  • Quick Books Enterprise and Microsoft Excel
  • Accuracy and Attention to Detail
  • Multi-tasking / Prioritizing Tasks
  • Experience in individual tax
  • Ability to work in our Norfolk office location
  • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.

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