21 client associate jobs at 14 companies in Franklin, 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
3mo
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Registered Client Service Associate
Newport News, Virginia, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred), industry knowledge, Series 7 and Series 66 or Series 63+65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, strong client service and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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).
3mo
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Registered Client Service Associate
Newport News, Virginia, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required; college degree preferred; active Series 7 and Series 66 or Series 63 and Series 65; two+ years industry experience preferred; knowledge of financial products; strong language and Microsoft Office skills.
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
3mo
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Senior Client Accounting Associate
Norfolk, Virginia, United States
OnsiteFull Time
Brown Advisory
Brown Advisory: Provides investment management and financial advisory services to global clients.
5+ YOE5+ years partnership accounting; QuickBooks Enterprise; Microsoft Excel; accuracy; multitasking; tax experience; authorized to work in the United States; Norfolk office work
QuickBooks Enterprise, Microsoft Excel, Bill.com
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
2d
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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
4d
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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
2mo
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Information Technologist – Client Support Administrator (I–III)
Fort Lee, Virginia, United States
OnsiteFull Time
nFocus Solutions
nFocus Solutions: Develops data management software for government and nonprofit agencies.
2+ YOEMid-level IT support with Active Secret clearance; AD, Windows, M365 experience; 2+ years; Security+ (IAT II); associate/bachelor in IT.
Active Directory, Windows, Microsoft 365, MECM, Image Management, ITSM Tools
4d
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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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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
3mo
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Trusts & Estates/Tax Senior Associate or Partner
Norfolk, Virginia, United States
$155k-$200k/yr OnsiteFull Time
Willcox Savage
Willcox Savage: A full-service law firm providing comprehensive legal solutions.
5+ YOEJ.D. and Virginia bar membership (or ability to waive), 5+ years trusts & estates experience, strong drafting and tax planning skills, client development ability, experience counseling tax-exempt entities, and leadership/mentoring experience.
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.
1w
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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
1w
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RN Quality Assurance Process Improvement Specialist
Newport News, Virginia, United States
$39-$53/hr FieldFull Time
Riverside Health System
Riverside Health System: Integrated nonprofit healthcare system providing comprehensive medical services.
Active Virginia RN license or compact state licensure, CPR/BLS within 30 days, associate or diploma in nursing required (BSN preferred), OASIS and EMR expertise, ability to travel to client homes and multiple sites, clinical documentation and QA experience preferred.
OASIS, EMR