Client Services Associate Salaries in Virginia

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

You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.

From $16 an hour

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

14 days ago

Administer remote support tools(Bomgar/BeyondTrust) — manage access policies, session recording, and technician licensing.

$86,000 - $138,000 a year

9 days ago

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

$55,000 - $95,000 a year