13 client associate jobs at 9 companies in Charlottesville, VA

3mo
Save
Mark Applied
Hide
Client Associate (Registered Client Associate preferred)
Waynesboro, Virginia, United States
OnsiteFull Time
LD&B Insurance and Financial Services
LD&B Insurance and Financial Services: Independent provider of insurance and financial planning services.
High school diploma; ability to obtain licenses; compliance knowledge; strong communication; organizational skills; self-starter; insurance regulations knowledge; information security awareness.
Microsoft Office, CRM
4d
Save
Mark Applied
Hide
Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hr OnsiteFull Time
LD&B Insurance & Financial Services
LD&B Insurance & Financial Services: Provides comprehensive insurance and financial planning services to clients.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Charlottesville, Virginia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma/GED required; client-centric, motivated self-starter with strong communication and technology skills. FINRA SIE/Series licenses preferred; ability to learn new platforms and support Financial Advisors.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
Save
Mark Applied
Hide
Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hr OnsiteFull Time
LD&B Insurance and Financial Services
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.
1mo
Save
Mark Applied
Hide
Client Reporting & Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
2+ YOEBachelor's degree, 2+ years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, experience with portfolio reporting and data analytics preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
1mo
Save
Mark Applied
Hide
Client Reporting & Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
2+ YOEBachelor's required, 2+ years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service and communication skills; CPA/CFA helpful; experience with investment reporting, data manipulation, or APIs preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
2mo
Save
Mark Applied
Hide
Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
CornerStone Partners
CornerStone Partners: Provides outsourced investment management services for nonprofit organizations.
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
2mo
Save
Mark Applied
Hide
Private Client Associate - Harrisonburg, VA
Harrisonburg, Virginia, United States
OnsiteFull Time
Janney Montgomery Scott
Janney Montgomery Scott: Provides wealth management, investment banking, and financial advisory services.
High School diploma; prior office experience preferred; Series 7/63/65/66 preferred or obtainable within 12 months; excellent customer service; proficient with Word/Excel/PowerPoint/Outlook; team player; detail oriented; able to work in a fast-paced, deadline-driven environment.
Word, Excel, PowerPoint, Outlook
4d
Save
Mark Applied
Hide
Financial Services Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hr OnsiteFull Time
LD&B Insurance & Financial Services
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.
2mo
Save
Mark Applied
Hide
Seasonal Sales Associate
Charlottesville, Virginia, United States
OnsitePart Time, Seasonal
Lilly Pulitzer
Lilly PulitzerNYSE: OXM: Sells colorful resort-inspired apparel and accessories for women.
Prior retail or client service experience preferred; able to multi-task, lift up to 20 pounds, communicate effectively; knowledge of XStore and Tulip is a plus.
XStore, Tulip
1w
Save
Mark Applied
Hide
Medical Director / Associate Veterinarian (General Practice)
Fork Union, Virginia, United States
OnsiteFull Time
National Veterinary Associates
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
DVM/VMD (or equivalent) and eligibility for Virginia veterinary licensure; experience in small animal medicine and surgery preferred; collaborative, client-focused approach; leadership interest welcomed.
Avimark, IDEXX, Digital ultrasound, Therapeutic laser
1mo
Save
Mark Applied
Hide
COMMUNITY SERVICE ASSOCIATE B-PEER, SUPPORTIVE HOUSING CASE MANAGEMENT- CHARLOTTESVILLE (PT)
Charlottesville, Virginia, United States
$19-$29/hr FieldPart Time
Region Ten Community Services Board
Region Ten Community Services Board: Provides public mental health and developmental disability services.
High school/GED with relevant coursework, experience working with adults with mental illness, ability to visit client homes, valid Virginia driver’s license and personal auto insurance, able to obtain Registered Peer Recovery Specialist within 12 months.
2mo
Save
Mark Applied
Hide
Account Manager - Valet & Parking Services - UVA Medical Center
Charlottesville, Virginia, United States
$90k-$100k/yr OnsiteFull Time
Towne Park
Towne Park: Valet parking and hospitality services for hospitals and hotels.
2+ YOEManages client accounts, oversees financials, staffing, and service standards; requires associate degree, 2 years of related experience, valid driver’s license, clean driving record, and background check.
MS Office, POS (Point-of-Sale) applications