29 client associate jobs at 19 companies in Cape Charles, VA

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Client Service Associate
Norfolk, Virginia, United States
OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred.
CRM
5d
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Client Associate (Hybrid)
Virginia Beach, Virginia, United States
$67k-$101k/yr HybridFull Time
Patriot Growth Insurance Services
Patriot Growth Insurance Services: Provides national insurance brokerage and risk management services.
5+ YOE5+ years commercial insurance experience, active Virginia P&C license, HS diploma required (BA preferred), Applied Epic preferred, Microsoft Office proficiency, strong communication and organizational skills.
Applied Epic, Microsoft Office
1mo
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Client Administration Associate
Williamsburg, Virginia, United States
OnsiteFull Time
TCV Trust & Wealth Management
TCV Trust & Wealth Management: Independent firm providing trust, estate, and wealth management services.
2+ YOE2 years trust/financial/paralegal/accounting experience, BS in business/finance preferred, knowledge of accounting/tax principles, strong communication, discretion with confidential data, attention to detail, office-based (8:30am-5:00pm).
1w
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Client Service Associate (Unregistered)
Virginia Beach, Virginia, United States
$49k-$68k/yr OnsiteFull Time
Davenport & Company
Davenport & Company: Independent employee-owned wealth management and financial advisory firm.
Experience in financial services or banking preferred; strong organization, communication, customer service, Microsoft Outlook/Word/Excel proficiency, ability to manage account paperwork and adhere to industry regulations.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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Registered Wealth Management Client Associate
Virginia Beach, Virginia, United States
$27-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced investment product knowledge; strong client service, communication, and tech adaptability; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Client Service Coordinator
Chesapeake, Virginia, United States
$15-$19/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow, ensuring clear communication with clients and associates, and supporting efficient hospital operations.
2mo
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Registered Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$26-$43/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 or 66 required; 3+ years client-facing wealth management support; in-office, Monday–Friday.
Microsoft Office, CRM software
2mo
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Registered Client Service Associate (Virginia Beach, VA)
Virginia Beach, Virginia, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
3+ YOESeries 7 and 63/65 (or 66) registration within six months, 3+ years sales assistant/CSA experience in brokerage, strong MS Office proficiency, confidentiality, organization, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Work From Home - Client Services Associate
Hampton, Virginia, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and as part of a team, integrity and desire to help families; remote work capable.
Zoom
2mo
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Client Relations Admin
Virginia Beach, Virginia, United States
$20-$23/hr OnsiteFull Time
Paradigm
Paradigm: Provides secure printed and digital academic diplomas and credentials.
1+ YOE1-3 years in customer service or administrative work; associate or bachelor’s degree preferred; CRM experience a plus; MS Dynamics 365 preferred.
CRM, Microsoft Dynamics 365
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Part Time (30 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA
Virginia Beach, Virginia, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use banking technology, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
1w
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Associate Principal, Indirect Treatment Comparison (ITC), Evidence Synthesis
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yr RemoteFull Time
IQVIA
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
1w
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Associate Service Delivery Manager
Virginia Beach or United States
$70k-$90k/yr RemoteFull Time
Dataprise
Dataprise: Provides managed IT, cybersecurity, and cloud infrastructure services.
Experience managing IT managed services accounts, strong knowledge of Windows Server, Active Directory, Exchange, Azure, Office365, client relationship and project management skills; PMP/ITIL certifications preferred.
Windows Server, Active Directory, Exchange Server, Azure, Office365
1mo
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Central Virginia Water Leader (Associate Vice President)
Richmond or Baltimore or Fairfax or Virginia Beach
OnsiteFull Time
Dewberry
Dewberry: Professional firm providing engineering, architecture, and environmental consulting services.
15+ YOEBachelor's in Civil Engineering required (Master's preferred); Virginia PE required; 15+ years water/wastewater consulting experience with public-sector clients; proven leadership, business development, client management, and project oversight skills.
1mo
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Part Time Associate Veterinarian - Suffolk, VA
Suffolk, Virginia, United States
FieldPart Time
IndeVets
IndeVets: Tech-enabled provider of flexible veterinary staffing and medical services.
1+ YOEDVM/VMD from AVMA-accredited program, active or obtainable state license and DEA controlled-substance registration, 1+ year small-animal clinical experience, clinical independence, strong communication and client skills.
VIN, VETgirl, VetRec, AI scribe
1mo
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BHA / MHT Full-Time 3pm-1130pm, rotating Weekends
Williamsburg, Virginia, United States
OnsiteFull Time
Summit BHC
Summit BHC: Operates behavioral health and addiction treatment centers nationwide.
High school diploma or equivalent; CPR and de-escalation training required; six months+ experience with the population preferred; ability to monitor clients, take vitals, chart accurately, and respond to crises.
2w
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Community Branch Director
Newport News, Virginia, United States
OnsiteFull Time
Associa
Associa: Provides management and maintenance services for homeowners associations.
3+ YOE3+ years community association management experience; strong financial acumen; staff leadership; client and vendor management; willingness to obtain CMCA, AMS, PCAM (company paid).
TownSq, C3
1mo
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Nurse Case Manager (NCM)
Virginia Beach, Virginia, United States
OnsiteFull Time
Goldbelt
Goldbelt: Provides professional services and government contracting for federal agencies.
2+ YOEAssociate degree in nursing required, 2 years RN case management experience within last 3 years, must hold RN licensure in client state when servicing out-of-state clients, possess one of several case management certifications, and be able to travel.
3w
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Estate Planning Paralegal - Virginia Beach
Virginia Beach, Virginia, United States
$22-$32/hr OnsiteFull Time
Melone Hatley
Melone Hatley: Provides family law and estate planning legal services.
Prior paralegal or legal assistant experience required; estate planning, probate, or trust administration preferred. Associate's degree in Paralegal Studies required; bachelor's/paralegal certification preferred. Strong writing, organization, and client-service skills.
1mo
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Nurse Case Manager (NCM)
Virginia Beach, Virginia, United States
FieldFull Time
Goldbelt
Goldbelt: Provides government contracting, tourism operations, and marine transportation services.
2+ YOEAssociates degree in nursing, 2 years recent RN case management experience, state RN licensure where client is located, one of several case-management certifications (e.g., CCM, CDMS, CRRN, COHN/COHN-S, ACCC, CRC, RN-NCM, CMC), ability to travel and work varied shifts.