11 client associate jobs at 7 companies in Blacksburg, VA
1w
Save
Mark Applied
Hide
1w
Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Strong computer and client service skills; willingness to obtain Series 7 and 66 or Series 63 and 65. Industry experience is a plus.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Strong computer and Microsoft Office skills, client service experience, willingness to obtain Series 7 and Series 66 or Series 63 and 65, excellent communication and organizational skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Strong computer and interpersonal skills. Willingness to obtain securities registrations (Series 7/63/65/66). Experience in financial services is a plus.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client relationship skills, adaptability, and ability to manage shifting priorities.
Carilion Clinic: Provides comprehensive hospital and clinical healthcare services in Virginia.
2+ YOE2 years PC/telephony support experience, A+ or equivalent, Dell hardware cert preferred, associates degree or related experience, strong problem-solving and customer service skills.
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yrOnsiteFull Time
MNP: National accounting, tax, and business advisory firm.
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$105k-$135k/yrOnsiteFull Time
MNP: National accounting, tax, and business advisory firm.
3+ YOECFP credential; 3-5+ years of financial planning for business owners/HNW clients; experience with planning software; client meetings; knowledge of financial products; Excel/PowerPoint/Word; strong communication, analytical, and time management; able to manage multiple projects.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Financial planning software (e.g., Naviplan, WealthPath, Conquest)
Salas O'Brien: Provides integrated engineering design and technical consulting services.
10+ YOE10+ years electrical design experience, Associate's or Bachelor's in Electrical Engineering/Engineering Technology, PE preferred, familiarity with codes and Revit/AutoCAD, team management and client-facing skills.
Pyramid Healthcare: Operates facilities for addiction recovery and mental health treatment.
Registered Peer Support Specialist certification through the Virginia Board of Counseling required or in progress; preferred associates in Human Services; duties include peer support, documentation, community linkage, client transport, and participating in after-hours coverage.
Practice Manager at Staunton River Veterinary Clinic
Moneta, Virginia, United States
$45k-$55k/yrOnsiteFull Time
Heartland Veterinary Partners: Operates and manages a network of veterinary clinics.
Full-time, on-site practice manager able to work weekends; HS diploma required, Associate degree or Practice Manager Certification a plus; OSHA knowledge, strong computer (Microsoft Office), math, communication, and client service skills; ability to lift up to 25 lbs.