ZipRecruiter

Log In

1

Senior Client Service Associate Jobs in Virginia

W3Global Inc.

Client Service Associate

Roanoke, VA · On-site

$80K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Cerity Partners

Client Service Associate

Norfolk, VA · On-site

$14 - $19.25/hr

Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$35K/yr

Client Service Associate 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 ...

Wealth Enhancement Group

Client Service Associate

Richmond, VA · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Service Associate will play a key part in managing multiple priorities, supporting team operations, and fostering collaborative problem solving with opportunities for future growth and ...

Wealth Enhancement Group

Client Service Associate

Richmond, VA · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Service Associate will play a key part in managing multiple priorities, supporting team operations, and fostering collaborative problem solving with opportunities for future growth and ...

Wealth Enhancement Group

Client Service Associate

Richmond, VA · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Service Associate will play a key part in managing multiple priorities, supporting team operations, and fostering collaborative problem solving with opportunities for future growth and ...

Davenport

Registered Client Service Associate

Norfolk, VA · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

REGISTERED CLIENT SERVICE ASSOCIATE Location: Norfolk, VA Hiring Range: $60,000 - 79,000 OVERVIEW: Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its ...

Davenport

Registered Client Service Associate

Richmond, VA · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

REGISTERED CLIENT SERVICE ASSOCIATE Location: Richmond, VA Hiring Range: $63,000 - 83,000 OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its ...

Morgan Stanley

Client Service Associate

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 ...

Morgan Stanley

Client Service Associate

Roanoke, VA · On-site

$55K - $95K/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 ...

Morgan Stanley

Client Service Associate

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 ...

next page

Showing results 1-20

All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Virginia

Senior Client Service Associate information

See Virginia salary details

$28.8K

$73.6K

$131.9K

How much do senior client service associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for senior client service 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 does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service.

What cities in Virginia are hiring for Senior Client Service Associate jobs?

Cities in Virginia with the most Senior Client Service Associate job openings:

Infographic showing various Senior Client Service Associate job openings in Virginia as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 94% In-person, and 6% Hybrid job distribution, with an average salary of $73,562 per year, or $35.4 per hour.

Client Service Associate

W3Global Inc.

Roanoke, VA • On-site

$80K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

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

W3Global logo

About W3Global

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.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs