LD&B Insurance and Financial Services: Independent provider of insurance and financial planning services.
Provide client service and operational support for financial services, handle account processing and onboarding, maintain compliance, and perform detailed data entry and reporting.
Financial Services Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hrOnsiteFull Time
LD&B Insurance & Financial Services: Provides comprehensive insurance and financial planning services to clients.
High school diploma or equivalent, ability to obtain applicable insurance licenses/certifications, strong communication and organizational skills, knowledge of insurance regulations and compliance, valid driver's license, able to work 38 hours per week in office.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, strong client focus, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce, high school diploma, pursuing FINRA credentials preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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, and comfort using digital tools including Copilot and ChatGPT. No prior tax experience required.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, required tax course completion or assessment, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
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.
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yrRemoteFull Time
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.