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6 client accounting services associate jobs at 3 companies in Ashland, VA

1mo
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, use Microsoft Office and Salesforce; high school diploma required; pursuing or holding SIE/Series 7/66/63/65 preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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Registered Client Service Associate
Fredericksburg, Virginia, United States
$67k-$87k/yr OnsiteFull Time
Davenport & Company
Davenport & Company: Independent employee-owned wealth management and financial advisory firm serving individuals and institutions with investment services.
FINRA SIE, Series 7, and Series 63 required; college degree preferred; experience in financial services or banking preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization, communication, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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Client Service Associate (Unregistered)
Fredericksburg, Virginia, United States
$54k-$76k/yr OnsiteFull Time
Davenport & Company
Davenport & Company: Independent employee-owned wealth management and financial advisory firm serving individuals and institutions with investment services.
Banking/financial services experience preferred. Must obtain SIE, Series 7, and Series 63 within 2 years. College degree preferred. Proficiency with Microsoft Outlook, Word, and Excel; strong communication, organization, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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2w
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Tax Associate
Richmond, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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2w
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Tax Associate
Richmond, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma/GED, H&R Block Income Tax Course completion, customer or client service experience, clear communication, problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
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2w
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Tax Associate
Stafford, Virginia, United States
$16-$20/hr OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
Requires high school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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