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

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).

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

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.

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $44 an hour

3 days ago