--- title: Client Service Associate at RIA Recruiting description: RIA Recruiting is hiring for the Client Service Associate role in McLean, VA. Pays $75K–$85K per year. See the full description and apply. type: job url: https://www.foundrole.com/jobs/client-service-associate-at-ria-recruiting-01a18de0-d261-7a7a-be86-f95981ef6bd2 date: 2026-11-15T01:26:44Z og_description: Join RIA Recruiting as Client Service Associate in McLean, VA. Pays $75K–$85K per year. Full-time, hybrid role. og_image: https://www.foundrole.com/og/xbm18n.png breadcrumbs: - label: Home url: https://www.foundrole.com/ - label: Search url: https://www.foundrole.com/jobs --- | | | |---|---| | **Company** | RIA Recruiting | | **Location** | McLean, VA (Hybrid) | | **Salary** | $75K/yr - $85K/yr | | **Type** | Full Time | | **Posted** | Oct 30, 2026 | ## Is this job real? **Ghost job check:** A · Low risk. Probably a real opening. ## Visa sponsorship - **H-1B:** No H-1B sponsorship on record for RIA Recruiting. - **E-Verify:** No E-Verify enrollment on record for RIA Recruiting. ## Pay for similar jobs Most similar jobs pay $58,000 – $90,000 a year (median $73,000). ## Description VLP Financial Advisors in McLean, VA is seeking a full-time Client Service Associate to join our team. We're a growing firm committed to meaningful client relationships and investing in our people. In this client service role, you'll be essential to deliver outstanding experiences. You'll work alongside a team that values both professional excellence and treating people well. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about the firm at [VLPFA.com](https://www.vlpfa.com/). Read about what is most important to us in our [Core Values](https://www.vlpfa.com/core-values). **Compensation:** - Salary range of **$75K-85K**, commensurate with relevant experience - Great Work/Life Balance with a Monday-Friday Schedule - **Medical, Dental, and Vision Insurance** **Plan** (company pays 100% of employee’s premiums) - Company HSA contribution - **Long-term and Short-term disability** insurance - Legal and identity theft insurance - **Life insurance** - **401(k) with company match** - Generous PTO Policy & Paid Holidays - **Free financial planning** - **No business development** - **Hybrid position** – after 90 day probationary period, Mondays and Fridays remote working **Responsibilities include:** - **Client and Advisor Support:** Providing account information to clients and Advisors, and maintaining client relationships - **Account Management:** Ensuring proper account opening procedures and documentation, maintaining client records and files, handling incoming phone calls, scheduling appointments, processing incoming paperwork and deposits - **Client Interaction:** Serving as first point of contact for most clients thus setting the tone of the experience - **Relationship Cultivation:** Cultivating relationships with clients to proactively help resolve issues and concerns - **Phone Coverage:** Providing excellent telephone coverage, handling urgent calls with professionalism and good judgment through to resolution - **Client Services:** Greeting guests and clients, providing exceptional service - **Process Administration**: Manage notes, activities, workflows and reports in our CRM - **Problem Solving:** Solve issues as they come up with the goal of providing excellent client service **Requirements:** - **1 year of financial services experience** - Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.) - Ability to **prioritize tasks, problem-solve, and meet deadlines** - Organization skills & attention to detail - Ability to work independently while prioritizing projects and managing your time - **Tech savvy** - ability to learn and implement new technology and software quickly - Ability to **communicate well** with clients and colleagues and work in a collaborative environment - Ability to follow office processes and policies related to office operations & client privacy **The Process:** Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer. ## Skills - Donor Cultivation - Zoom (Video Conferencing Tool) - Office Management - Microsoft Excel - Problem Solving - Account Management - Customer Relationship Management - Microsoft Word - Financial Services - Microsoft Office - Client Service - Attention to Detail - Account Opening - Microsoft PowerPoint - Ability to Work Independently - Organizational Skills - Communication - Recruitment ## Benefits - Health Insurance - Dental Insurance - Vision Insurance - Disability Insurance - Paid Time Off (Pto) - 401(k) Plans - Tax-Advantaged Accounts ## Related - [Finance, Banking & Insurance jobs](https://www.foundrole.com/careers/finance-banking-and-insurance?utm_source=ai_markdown)- [Investment & Wealth Management jobs](https://www.foundrole.com/careers/finance-banking-and-insurance/investment-and-wealth-management?utm_source=ai_markdown)- [Securities Operations Analyst jobs](https://www.foundrole.com/careers/finance-banking-and-insurance/investment-and-wealth-management/securities-operations-analyst?utm_source=ai_markdown)- [Browse all companies](https://www.foundrole.com/companies?utm_source=ai_markdown) ## Explore this job market - [Staffing Agencies](https://www.foundrole.com/sectors/staffing-and-recruiting/staffing-agencies?utm_source=ai_markdown) — 143871 jobs - [Virginia](https://www.foundrole.com/locations/us/virginia?utm_source=ai_markdown) — 99846 jobs - [McLean, VA](https://www.foundrole.com/locations/us/virginia/mclean?utm_source=ai_markdown) — 5855 jobs ## Related pages - [Staffing Agencies](https://www.foundrole.com/sectors/staffing-and-recruiting/staffing-agencies?utm_source=ai_markdown) — 143871 jobs - [Virginia](https://www.foundrole.com/locations/us/virginia?utm_source=ai_markdown) — 99846 jobs - [McLean, VA](https://www.foundrole.com/locations/us/virginia/mclean?utm_source=ai_markdown) — 5855 jobs ## Browse - [Companies](https://www.foundrole.com/companies?utm_source=ai_markdown) - [Jobs by country](https://www.foundrole.com/locations?utm_source=ai_markdown) - [Jobs in the United States by state and city](https://www.foundrole.com/locations/us?utm_source=ai_markdown) - [H1B sponsors by location](https://www.foundrole.com/h1b-sponsors?utm_source=ai_markdown) - [H1B salaries](https://www.foundrole.com/h1b-salaries?utm_source=ai_markdown) - [Sectors and industries](https://www.foundrole.com/sectors?utm_source=ai_markdown) - [Jobs by career field](https://www.foundrole.com/careers?utm_source=ai_markdown) - [Latest jobs](https://www.foundrole.com/jobs/latest?utm_source=ai_markdown)