37 client associate jobs at 12 companies in Courtland, 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
1w
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Client Service Associate
Newport News, Virginia, United States
$33k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, organization, communication, client service, time management, collaboration, and multitasking.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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Client Service Associate
Newport News, Virginia, United States
$33k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, organization, communication, client service, time management, multitasking, and willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2mo
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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).
1mo
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
2+ YOE2+ years supporting financial advisors, strong client service and organizational skills, CRM proficiency, ability to work onsite M-F, Series 7 and/or 66 preferred or must be obtained within a year.
CRM
1w
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Client Service Associate (Unregistered)
Norfolk, 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; college degree preferred; strong organization, communication, customer service skills; proficiency with Microsoft Outlook/Word/Excel; basic bookkeeping and regulatory compliance knowledge.
Microsoft Outlook, Microsoft Word, Microsoft Excel
3w
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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.
3w
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Client Service Coordinator
Chesapeake, Virginia, United States
$15-$19/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow through the veterinary hospital, supports team productivity, communicates with clients and associates, and delivers welcoming, efficient service.
3mo
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOE2+ years supporting financial advisors; Series 7 and/or 66 preferred or obtainable within 1 year.
1mo
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Litigation Associate
Norfolk, Virginia, United States
$80k-$95k/yr OnsiteFull Time
Cooper Hurley Injury Lawyers
Cooper Hurley Injury Lawyers: Personal injury law firm handling accident and injury claims.
Licensed in Virginia State Bar, J.D. graduate, strong legal writing/research, organized, client-focused, comfortable with Microsoft Office and Filevine; litigation and pre-litigation case management experience.
Microsoft Office, Filevine
1w
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Tax Associate
Hampton, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services serving clients and communities.
Requires high school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools. Tax course completion is required; no prior tax experience needed.
Microsoft Copilot, ChatGPT
1w
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Tax Associate
Portsmouth, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
H&R Block
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, explain tax information, solve problems, use digital tools, and have a high school diploma or GED.
Copilot, ChatGPT
1mo
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Behavioral Health Associate
Chester, Virginia, United States
$18-$22/hr 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; 6+ months working with similar population preferred; ability to monitor clients, chart accurately, and respond to crises.
2w
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Part Time (20 Hours) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA
Suffolk, Virginia, United States
$20-$25/hr OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open and service accounts, handle cash devices, use digital banking tools; high school diploma or GED required; client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
3w
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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
3w
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Associate Principal, Indirect Treatment Comparison (ITC), Evidence Synthesis
Durham or Austin or Bethlehem or Boston or Carlsbad or Chesapeake or Falls Church or Greenwich or Marietta or Milwaukee or New Providence or New York or Northborough or Parsippany or Providence or Richmond or Rockville or Rosemont or San Francisco or San Mateo or Wayne
$126k-$350k/yr RemoteFull Time
IQVIA
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
7+ YOE5+ MgmtMaster's in epidemiology/biostatistics with 7+ years evidence synthesis experience (PhD preferred), 5+ years client-facing experience, strong SLR and ITC/NMA expertise, Bayesian meta-analysis, and proficiency with PowerPoint, Excel, and Word.
PowerPoint, Microsoft Excel, Word
1mo
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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