Colonial Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Colonial Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Colonial Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Colonial Heights • 50 milesRemote · Hybrid · Onsite · Field · All Environments
5d
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
2w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, adapt to technology platforms, and maintain discretion.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Client Service Associate (Unregistered)
Richmond, Virginia, United States
$52k-$72k/yr OnsiteFull Time
Support financial advisors with client servicing; obtain SIE, Series 7, and Series 63 within 2 years; college preferred; financial services experience preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, use Microsoft Office and Salesforce; high school diploma required; pursuing or holding SIE/Series 7/66/63/65 preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
2mo
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Client Administration Associate
Williamsburg, Virginia, United States
OnsiteFull Time
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).
3w
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Client Service Associate
Richmond, Virginia, United States
$22-$26/hr OnsiteFull Time
Bachelor's or equivalent experience in business/finance, customer service experience, proficiency with Microsoft Office, Salesforce; strong attention to detail and communication skills.
Microsoft Office Suite, Salesforce, Workday
1mo
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Registered Client Service Associate (Richmond,VA)
Richmond, Virginia, United States
OnsiteFull Time
Support financial advisors; strong MS Office and technology skills; ability to handle multiple tasks, maintain confidentiality, and meet deadlines. FINRA Series 7 and 63/65 or 66 required within 12 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Client-service experience in financial services preferred; strong verbal/written communication, organization, problem-solving, CRM familiarity, ability to prepare meeting materials and manage account paperwork; SIE preferred; associate or bachelor’s degree preferred.
1w
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
1+ YOE1+ year customer support or research experience, bachelor’s degree, strong phone-based customer service, escalation handling, troubleshooting, and communication skills.
2mo
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Bilingual French/English Associate Client Escalation Specialist
Richmond, Virginia, United States
OnsiteFull Time
3+ YOE3+ years phone-based customer service; bilingual French and English (advanced); Bachelor’s degree required; strong problem-solving, negotiation, and written communication skills; ability to research, reproduce, and resolve product issues.
Enterprise
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Client-service focused, highly organized, strong communication and problem-solving; experience in financial or client services preferred; SIE preferred; bachelor’s or associate’s degree preferred.
CRM, eSignature
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Exceptional client service, CRM management, account processing, scheduling, compliance recordkeeping, strong communication and organization; SIE exam preferred; associate or bachelor\u0002s in business preferred.
CRM, eSignature
4w
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Tax Associate
Glen Allen, Virginia, United States
OnsiteFull Time
3+ YOE3+ years tax experience preparing individual, business, and fiduciary returns; tax research, projections, client communication; proficiency in Microsoft Office, Word, Excel; UltraTax and QuickBooks familiarity preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, UltraTax, QuickBooks
3d
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Operations Associate - Part Time
Richmond, Virginia, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-focused experience; ability to lift up to 50 pounds, strong organizational and communication skills, punctual and reliable.
3w
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Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)
Charlotte or Richmond
$101k-$115k/yr OnsiteFull Time
1+ YOEBachelor’s degree or military experience; 1+ year product or related experience; experience with mobile-first features, responsive design, mobile APIs; Agile experience; strong communication and critical thinking.
APIs, Cloud, Mobile SDKs
2d
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Operations Associate - Part Time
Richmond, Virginia, United States
$18-$21/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, able to lift up to 50 lbs, strong organization, flexible availability including nights/weekends/holidays.
3w
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Labor & Employment Associate Attorney
Richmond, Virginia, United States
OnsiteFull Time
2+ YOE2+ years employment law experience as an attorney, litigation experience, client counseling, strong analytical and communication skills, ability to meet deadlines and manage priorities; law school transcript requested.
1mo
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Behavioral Health Associate
Chester, Virginia, United States
$18-$22/hr OnsiteFull Time
High school diploma or equivalent; CPR and de-escalation training required; 6+ months working with similar population preferred; ability to monitor clients, chart accurately, and respond to crises.
2w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
1+ YOEBachelor's or equivalent experience, Series 7 and Series 63 plus 65 or 66, 1+ year client-facing financial services experience, strong phone and PC skills, proficient with Microsoft Office.
Microsoft Office
4d
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Associate Professor: Nursing (Clinical)
North Chesterfield, Virginia, United States
OnsiteFull Time
2+ YOEBSN required, MSN preferred. Current Virginia RN license, 2+ years direct client care experience, higher ed teaching preferred. Working knowledge of Microsoft Word and email; commitment to professional development and student success.
Microsoft Word