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Senior Client Associate Jobs in Washington, DC (NOW HIRING)

Lincoln Institute of Land Policy

... Associate Director of Solutions, the Senior Project Manager will translate contracts and scopes of work into practical plans, track schedules and budgets, coordinate technical teams, manage client ...

Helios HR

Tax Senior Associate

Reston, VA · On-site

$84K - $105K/yr

Tax Senior Associate Reston, VA, USA Full Time Health, Dental, Life, Vision, Disability, Accident ... Research tax issues and apply findings to client situations. * Communicate directly with clients ...

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Senior Client Associate information

See Washington, DC salary details

$32.8K

$84K

$150.6K

How much do senior client associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for senior client associate in Washington, DC is $84,036.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,400.00 and $107,600.00 per year, depending on experience, location, and employer.

What is a senior client associate?

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 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.

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 popular job titles related to Senior Client Associate jobs in Washington, DC?

For Senior Client Associate jobs in Washington, DC, the most frequently searched job titles are:

What job categories do people searching Senior Client Associate jobs in Washington, DC look for?

The top searched job categories for Senior Client Associate jobs in Washington, DC are:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Washington, DC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $84,036 per year, or $40.4 per hour.

Client Success Manager - Midwest

Crossover Health

Annandale, VA • On-site, Remote

$64K - $84K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Crossover Health rating

9.4

Company rating: 9.4 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

About Crossover Health
Crossover Health is creating the future of health as it should be. A national, team-based medical group with a focus on wellbeing and prevention that extends beyond traditional sick care, the company delivers an entirely new model of healthcare-Primary Health-built on the foundation of trusted relationships, an interdisciplinary care team approach, and outcomes-based payment. Crossover's Primary Health model integrates primary care, physical medicine, mental health, health coaching, care navigation and more, and delivers care in surround-sound-in-person, virtually and via asynchronous messaging. Together we are building a community of members that embraces healthcare as a proactive part of their lifestyle.
Job Summary
Must reside in Illinois, Indiana, Ohio, or Kentucky.
The Client Success Manager is a data-driven client-facing member of the Account Management team. This individual prioritizes the client and member experience while developing and executing revenue growth plans through engagement.
Job Responsibilities
  • Partners with Associate Principal or Senior Client Success Manager to leverage Account Management systems and dashboards to proactively identify opportunities to impact team revenue goals
  • Consults with client on planning, execution and analysis of tailored engagement strategies and tactics
  • Develops and executes against path to achieving/exceeding revenue targets as related to member engagement
  • Completes client discovery and expectation setting around engagement activities • Leads client engagement initiatives
  • Partners with clients to develop and execute onsite and virtual events to increase engagement
  • Partners with Marketing to design events and experiences that drive account activations and users
  • Responsible for supporting new account implementation
  • Manages a cadence of proactively scheduled client interactions
  • Leverages internal data sources to draft client facing materials
  • Partners with Associate Principal and Senior Client Success Manager to work cross functionally to respond to urgent client requests
  • Partner and collaborate with Medical Group, Clinical Operations, Technology, Data Science & Analytics, Marketing, Product on engagement efforts
  • Provides support across the Account Management team to manage internal projects and revenue reporting
  • Performs other duties as assigned

Required Qualifications
  • 3+ years of client success, marketing and member experience
  • Bachelor's degree in a relevant discipline

Preferred Qualifications
  • Experience in consumer health technology, ideal
  • Exceptional communication skills that are conducive to driving outcomes with clients
  • Ability to build internal and external relationships, partnerships, business development
  • Demonstrated ability to work cross functionally and build relationships
  • Outstanding creative thinking and problem-solving skills
  • Exceptional organization and project management skills with ability to work collaboratively and independently.
  • Self-starter and detail-oriented, ability to multi-task in a fast-paced environment with frequently shifting priorities.

Physical Job Requirements
  • Up to 50% travel
  • May require standing, walking and sitting for extended amounts of time.
  • Occasionally lift and carry items weighing up to 50 lbs.
  • Manual and finger dexterity and hand-eye coordination
  • Includes full range of body motion including.
  • Requires corrected vision, hearing and speech within normal ranges. Must be able to effectively communicate with team members.

The base pay range for this position is $64,738.00 to $84,159 per year. Pay range may vary depending on work location, applicable knowledge, skills, and experience. This position may be eligible for an annual bonus opportunity and comprehensive benefits package that includes Medical Insurance, Dental Insurance, Vision Insurance, Short- and Long-Term Disability, Life Insurance, Paid Time Off and 401K.
Crossover Health is committed to Equal Employment Opportunity regardless of race, color, national origin, gender, sexual orientation, age, religion, veteran status, disability, history of disability or perceived disability. If you need assistance or an accommodation due to a disability, you may email us at careers@crossoverhealth.com.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
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