11 client associate jobs at 7 companies in Charleston, WV
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Work From Home - Client Services Associate
Beckley, West Virginia, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role requiring strong communication, integrity, ability to work independently and in a team, and a desire to help families with financial protection.
Brokerage Client Service Associate - Charleston, West Virginia
Charleston, West Virginia, United States
$50k-$70k/yrOnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent experience, securities or sales assistant experience, brokerage and securities market knowledge, strong client communication, and FINRA SIE, Series 7, and Series 66 licenses or willingness to obtain them within 365 days.
H&R Block: A tax preparation and financial services helping clients manage tax responsibilities and make informed decisions.
No prior tax experience required. Requires high school diploma or equivalent, H&R Block tax course completion, client service experience, communication and problem-solving skills, and comfort with digital tools.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, interact with clients, communicate clearly, solve problems, use digital tools, and hold a high school diploma or equivalent.
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
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.
H&R Block: A tax preparation and financial services helping clients manage tax obligations and build financial confidence.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
Part Time (20 Hours) Associate Banker, Elkview Branch, Elkview, WV
Elkview, West Virginia, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Client service experience or comparable experience, high school diploma or GED, clear communication, relationship-building, issue resolution, and ability to learn banking products and procedures.
Commercial Lines Select Business Account Manager - Hybrid or Remote (E.S.T.)
Summersville or Charlotte or Bethesda or West Virginia or Georgia or North Carolina or Maryland or District of Columbia or Florida or Virginia or South Carolina
$47k-$70k/yrHybridFull Time
Wealthspire: Provides integrated wealth management and financial advisory services.
3+ YOE3+ years client-service or industry experience, P&C insurance license, associate degree (BA/BS preferred), strong communication, Microsoft Office proficiency, ability to manage renewals and proposals.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Appalachian Regional Healthcare: Provides integrated healthcare services through hospitals and clinics.
Active RN required; BLS upon hire; de-escalation training within 6 months; Associate degree required (Bachelor's preferred); driver's license and ability to travel to client residences; performs assessments, medications, IV therapy, supervision and documentation.