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Robert Half

Client Team Support Associate

Career Insights for Client Service Representative / Associate

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Based on Virginia data

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What they do

A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.

$46,629 / year median in Virginia

-10% projected decline

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Job Description

We are looking for a detail-oriented Client Team Support Associate to provide high-level administrative support within a fast-paced mortgage company environment in McLean, Virginia. This Long-term Contract position is ideal for someone who is organized, responsive, and confident managing a wide range of office coordination tasks for senior leaders and client-facing teams. The role offers an opportunity to contribute to daily operations by keeping schedules, communications, documents, and travel arrangements running smoothly.
Responsibilities:
  • Coordinate complex calendars for managing directors and executive team members, ensuring meetings and priorities are organized effectively.
  • Arrange business travel, including itineraries, reservations, and related logistics, while adjusting plans as needed.
  • Prepare, scan, file, and maintain documents and records to support accurate and efficient office operations.
  • Process expense reports and invoices with close attention to detail and established administrative procedures.
  • Provide general administrative assistance such as data entry, correspondence support, and day-to-day office coordination.
  • Answer inbound calls professionally, direct inquiries appropriately, and serve as a reliable point of contact for internal and external communication.
  • Use Microsoft Office applications, including Excel, to create reports, track information, and support team workflows.