280 client associate jobs at 145 companies in Fredericksburg, VA
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Client Associate
Alexandria, Virginia, United States
HybridFull Time
Purple Strategies: Provides corporate reputation strategy and bipartisan strategic communication services.
1+ YOEBachelor's degree,1–3 years experience in agency or consultancy,excellent writing,media and digital skills,MS Office proficiency,and strong organization and client service abilities.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
5+ YOE5+ years in private wealth client associate role supporting UHNW clients; SIE, Series 7 and 66 required; bachelor’s degree preferred; strong attention to detail, discretion, organization, and client-service skills.
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/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client support for financial advisors; requires High School diploma, active Series 7 and Series 66 or Series 63+65 registrations, strong Microsoft Office skills, client service experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Client service support for Financial Advisors, strong client focus, attention to detail, ability to learn technology platforms; high school diploma required; securities licenses preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsiteMultiple Commitments Available
Callaway GolfNYSE: CALY: Designs and manufactures premium golf equipment and performance gear.
1+ YOEPart-time, seasonal client services role requiring 1+ year in client services; weekend/evening/holiday availability; POS and Microsoft proficiency; strong communication.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; strong client focus, detail orientation, ability to learn platforms; high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEMinimum 1 year client-services experience, proficiency with Microsoft applications and POS, strong communication, independent decision-making, availability for weekends/evenings/holidays.
Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
Callaway GolfNew York Stock Exchange: CALY: Designs and sells golf equipment and active lifestyle apparel.
1+ YOEMinimum 1 year of client services experience; strong communication; proficient with POS and Microsoft applications; ability to work non-traditional hours including weekends and holidays.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEHigh school diploma required, college preferred. Active Series 7 and Series 66 (or Series 63 and 65). 2+ years industry experience preferred. Advanced Microsoft Office and client service skills required.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yrRemoteFull Time
PhreesiaNYSE: PHR: SaaS platform for patient intake and clinical engagement.
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
Jackson Hewitt: Jackson Hewitt provides professional tax preparation and financial services.
0+ YOECustomer-service oriented; strong communication and interpersonal skills; basic computer proficiency and troubleshooting; prior customer service or sales preferred; PTIN certification indicated; training provided.
FINRA SIE, Series 7, and Series 63 required; college degree preferred; experience in financial services or banking preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization, communication, and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Omnicom GroupNYSE: OMC: Global holding providing marketing and communication services.
3+ YOE3+ years communications/PR/public affairs experience, strong writing, media relations, research and strategic thinking; bachelor’s degree required; Beltway media knowledge preferred.
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
1+ YOE1+ years financial services experience preferred; willing to obtain FINRA registrations (SIE, Series 7, 63/65 or 66); bachelor’s preferred; strong MS Office skills; confidentiality and organizational skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook