Client Services Associate Salaries in Richmond, VA

Coordinate scheduling of client meetings, reviews, and onboarding calls. Assist clients in navigating online account platforms and financial tools.

$50,000 - $75,000 a year

Conduct client appointment reminder calls, and check-in calls on follow up items. Answering calls to the office. Set up and maintain client management system.

$20 - $25 an hour

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees.

$25.50 an hour

6 days ago

The Client Service Associate - MoneyGuide provides support and training to clients via inbound phone calls, chat, and email.

Answer incoming calls; diagnose technical and application calls from customers and internal employees to ensure that the customer’s need have fully been…

From $60,000 a year

1 day ago