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50 client associate jobs at 21 companies in Portsmouth, VA

2d
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Client Associate
Virginia Beach, Virginia, United States
$67k-$101k/yr HybridFull Time
Patriot Growth Insurance Services
Patriot Growth Insurance Services: National insurance brokerage firm providing diverse insurance and risk management solutions.
5+ YOERequires 5+ years of insurance experience, active Virginia property and casualty license, high school diploma or equivalent, commercial insurance servicing knowledge, communication, organization, and Microsoft Office proficiency.
Applied Epic, Microsoft Office Suite, CORE24
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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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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
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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
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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).
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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
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3w
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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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1mo
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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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Registered Wealth Management Client Associate
Virginia Beach, Virginia, United States
$27-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted in lieu of 66). High school diploma/GED. Client service experience, strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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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.
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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.
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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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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.
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2mo
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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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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
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6d
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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
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6d
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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
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2d
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Financial Advisor Associate
Virginia Beach, Virginia, United States
$65k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in a related field or equivalent experience, strong communication and networking skills, client-listening ability, background check, assessments, and unrestricted US work authorization.
Securities Industry Essentials (SIE), Series 7, Series 66
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1w
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Remote Customer Success Associate – Entry Level
Virginia Beach, Virginia, United States
RemoteFull Time
American Income Life
American Income LifeNYSE: GL: Provides life and supplemental health insurance for working families.
Strong communication, customer service, organization, adaptability, and self-motivation; must be 18+, legally authorized and located in the U.S., with a computer, internet, webcam, microphone, and workspace.
Zoom
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1w
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Front Desk Associate (Fitness Studio)
Virginia Beach, Virginia, United States
$18-$23/hr OnsitePart Time
StretchLab
StretchLabNYSE: XPOF: Assisted stretching services to improve mobility and wellness.
No experience required; training provided. Requires strong people skills, client communication, organization, reliability, basic computer skills, and evening or weekend availability.
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