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33 client associate jobs at 25 companies in Hampton, VA

1mo
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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
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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
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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).
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4d
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Client Service Associate (Unregistered)
Virginia Beach, 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; strong organization, communication, customer service, Microsoft Outlook/Word/Excel proficiency, ability to manage account paperwork and adhere to industry regulations.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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3w
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Registered Wealth Management Client Associate
Virginia Beach, Virginia, United States
$27-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced investment product knowledge; strong client service, communication, and tech adaptability; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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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
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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
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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
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2mo
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Registered Client Service Associate (Virginia Beach, VA)
Virginia Beach, Virginia, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
3+ YOESeries 7 and 63/65 (or 66) registration within six months, 3+ years sales assistant/CSA experience in brokerage, strong MS Office proficiency, confidentiality, organization, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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1d
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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
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1mo
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Client Relations Admin
Virginia Beach, Virginia, United States
$20-$23/hr OnsiteFull Time
Paradigm
Paradigm: Provides secure printed and digital academic diplomas and credentials.
1+ YOE1-3 years in customer service or administrative work; associate or bachelor’s degree preferred; CRM experience a plus; MS Dynamics 365 preferred.
CRM, Microsoft Dynamics 365
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3d
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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
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3d
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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
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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
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3d
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Associate Service Delivery Manager
Virginia Beach or United States
$70k-$90k/yr RemoteFull Time
Dataprise
Dataprise: Provides managed IT, cybersecurity, and cloud infrastructure services.
Experience managing IT managed services accounts, strong knowledge of Windows Server, Active Directory, Exchange, Azure, Office365, client relationship and project management skills; PMP/ITIL certifications preferred.
Windows Server, Active Directory, Exchange Server, Azure, Office365
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1mo
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Central Virginia Water Leader (Associate Vice President)
Richmond or Baltimore or Fairfax or Virginia Beach
OnsiteFull Time
Dewberry
Dewberry: Professional firm providing engineering, architecture, and environmental consulting services.
15+ YOEBachelor's in Civil Engineering required (Master's preferred); Virginia PE required; 15+ years water/wastewater consulting experience with public-sector clients; proven leadership, business development, client management, and project oversight skills.
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3mo
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Bay Beach Veterinary Hospital - Veterinarian
Virginia Beach, Virginia, United States
OnsiteFull Time
Bay Beach Veterinary Hospital
Bay Beach Veterinary Hospital: Full-service animal hospital providing general and emergency care.
DVM license; interest in general practice with emphasis on patient care and client communication.
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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
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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.
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3mo
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Bay Beach Veterinary Hospital - Veterinarian
Virginia Beach, Virginia, United States
OnsiteFull Time
VetEvolve
VetEvolve: Operates a network of full-service veterinary clinics and hospitals.
0+ YOEDVM license and veterinary license to practice; strong teamwork and client communication; desire to practice high-quality medicine.
Practice Management Software, Diagnostic Imaging, Dental Equipment, Surgical Tools
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