Top 10 Client services associate Jobs in Warrenton, Va

Client Engagement Lead
Vantage HR Consulting LLC —Warrenton, VA
- From $65,000 a year
- Full-time
- Background check
- Hospitality
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Sales & Customer Service Associate
Massage Envy Gainesville —Gainesville, VA
- $15.00 - $16.50 an hour
- Part-time
- Sales
- Customer service
- High school diploma or GED
- Wellness program
- Paid time off
Quick Apply
11d
Client Service Representative
VCA Animal Hospitals —Centreville, VA
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Trailer Sales - Customer Service Rep
Gainesville Garage —Gainesville, VA
- From $20 an hour
- Full-time
- Clean driving record
- Dealership
- Driving
- Paid holidays
- Health insurance
Quick Apply

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Client Engagement Lead

Vantage HR Consulting LLC
Warrenton, VA

Quick Apply

Job Details

Full-time
From $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Retirement plan

Qualifications

Hospitality
Customer communication
Teamwork
Executive administrative support
Attention to detail
Client services
Associate's degree
Marketing

Full Job Description

Overview

Vantage HR Consulting, LLC is hiring a Client Engagement Lead on behalf of Meridian Financial Partners, headquartered in Warrenton, Virginia. Meridian Financial Partners provides holistic financial solutions to individuals and organizations nationwide. The firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources.

Meridian is one of the rare few that offers unique guidance and solutions to help clients create and manage a clear financial path to their life goals. The firm’s partners have earned the unwavering trust of many long-term clients, who enjoy financial peace of mind as a result of the knowledge, customized care and—most especially clarity—that Meridian consistently delivers.

Position Overview

This is a full-time, salary plus benefits position focused on creating exceptional experiences for every client, guest, and prospective client who interacts with Meridian Financial Partners. This role serves as the welcoming face of the firm while coordinating client engagement initiatives, supporting advisors, and ensuring our office reflects the high standard of service our clients expect. We are looking for someone with the following skills and characteristics:

Exceptional customer service and hospitality mindset
Strong organizational and project coordination skills
Excellent written and verbal communication
Attention to detail and follow-through
Ability to manage multiple priorities with professionalism
Positive attitude and collaborative spirit

About You

You genuinely enjoy helping people and creating meaningful experiences. You naturally anticipate needs, stay organized, and thrive in a fast-paced environment where every day is different. You take pride in creating a welcoming atmosphere, building relationships, and ensuring details never fall through the cracks.

You enjoy working closely with a collaborative team and are energized by supporting both clients and coworkers. You are proactive, resourceful, and always looking for ways to make processes, events, and client interactions even better. You are excited to work onsite in our Warrenton office alongside the Meridian team.

Job Description and Responsibilities

The Client Engagement Leads will support Meridian's advisors, clients, and team through the following responsibilities:

Client Experience-

Serve as the welcoming first point of contact for clients and visitors, managing incoming calls and creating a warm, professional first impression.
Coordinate client appreciation initiatives, including gifts, milestone celebrations, and other meaningful client touchpoints, while maintaining accurate engagement records within firm CRM systems.
Support new client onboarding and help ensure a seamless, consistent client experience.

Events, Community and Office Operations-

Coordinate client appreciation events, educational workshops, lunches, and other firm events, including logistics, vendor management, invitations, and follow-up.
Represent Meridian at community and networking events while supporting marketing initiatives and strengthening the firm's presence in the community.
Maintain a professional, organized office environment by coordinating meeting spaces, supplies, mail, refreshments, scheduling, and other daily office operations.

Advisor and Business Support-

Respond to prospective client inquiries and coordinate a professional, timely introduction to the Meridian advisory team.
Prepare meeting materials and provide administrative support that enhances advisor efficiency and client service.
Track all prospect sources and pipeline activity, from initial inquiry through close and then on through transition to advisory team member. Report status to operations and advisory team weekly. Report metrics and trends to the Director of Operations monthly.

Qualifications

Associate's or Bachelor's degree preferred, or equivalent professional experience.
2–5 years' experience in client service, hospitality, office administration, or a related field.
Experience working in a professional office environment preferred.
Proficiency with Microsoft Office; CRM experience (Redtail, Hubly, or similar) is a plus.

Salary and Benefits

Annual Salary Range: $65-70K
Team based incentive plan
Medical and dental insurance benefits
Retirement plan match
Paid vacation

Pay: From $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Education:

Associate (Preferred)

Experience:

Hospitality: 3 years (Required)

Ability to Commute:

Warrenton, VA 20186 (Required)

Ability to Relocate:

Warrenton, VA 20186: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in warrenton, va

Client Engagement Lead

Sales & Customer Service Associate

Client Service Representative

Registered Client Service Associate

Trailer Sales - Customer Service Rep

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