Client Services Associate Salaries in Springfield, VA

Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Processes a variety of customer interactions.

$40,500 - $67,500 a year

Process data entry updates and check filing. At least two to three years of strong and relevant work experience, preferably in similar positions and…

1 day ago

Responding to incoming client calls, emails, and questions. Experience in the wealth management industry or a similar field, such as banking, is beneficial but…

$65,000 - $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).

$70,000 - $115,000 a year

Comfortable with phones, email, and scheduling tools. Scheduling – Assist with booking client meetings and follow-ups.

$20 - $25 an hour

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…