3mo
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Client Associate (Registered Client Associate preferred)
Waynesboro, Virginia, United States
OnsiteFull Time
High school diploma; ability to obtain licenses; compliance knowledge; strong communication; organizational skills; self-starter; insurance regulations knowledge; information security awareness.
Microsoft Office, CRM
4d
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hr OnsiteFull Time
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
1mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
OnsiteFull Time
High school diploma/GED required; client-centric, motivated self-starter with strong communication and technology skills. FINRA SIE/Series licenses preferred; ability to learn new platforms and support Financial Advisors.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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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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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
3mo
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Client Services Senior Associate
Richmond, Virginia, United States
OnsiteFull Time
3+ YOE2+ Mgmt3-5 years client service in insurance; 2-4 years leadership; bachelor's degree; licenses a plus; strong communication and Excel skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Client Reporting & Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's required, 2+ years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service and communication skills; CPA/CFA helpful; experience with investment reporting, data manipulation, or APIs preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
3mo
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Registered Client Service Associate
Richmond, Virginia, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 (or Series 63 and 65). Strong client service, advanced Microsoft Office skills, knowledge of financial products; 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
3mo
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Registered Client Service Associate
Richmond, Virginia, United States
OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; Series 7 and Series 66 or Series 63 and Series 65; 2+ years industry experience; knowledge of financial products; strong communication and MS Office
Microsoft Office, MSOnline, eSign, eAuthorization, Zoom
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
1w
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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.
6d
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
1+ YOEMinimum 1 year in customer support or research role, bachelor’s degree, strong customer service, troubleshooting, product knowledge, and communication skills; able to work 11am–8pm shift.
6d
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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.
1w
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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
1w
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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
3w
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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
3mo
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Senior Associate, SALT Asset Management
Sacramento or San Francisco or Santa Clara or Stamford or Washington or Baltimore or Charlotte or Raleigh or Short Hills or New York or Portland or Greenville or Salt Lake City or McLean or Richmond or Seattle
OnsiteFull Time
2+ YOE2+ years performing state tax research and preparing state income tax returns for pass-through and corporate entities; strong tax research, writing, and client communication skills; ability to build client relationships and mentor staff.
2w
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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
2mo
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Seasonal Sales Associate
Charlottesville, Virginia, United States
OnsitePart Time, Seasonal
Prior retail or client service experience preferred; able to multi-task, lift up to 20 pounds, communicate effectively; knowledge of XStore and Tulip is a plus.
XStore, Tulip