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57 client associate jobs at 34 companies in Richmond, VA

3w
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Client Service Associate (Unregistered)
Richmond, Virginia, United States
$52k-$72k/yr OnsiteFull Time
Davenport & Company
Davenport & Company: Independent employee-owned wealth management and financial advisory firm.
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
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1w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, use Microsoft Office and Salesforce; high school diploma required; pursuing or holding SIE/Series 7/66/63/65 preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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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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2w
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Client Service Associate
Richmond, Virginia, United States
$22-$26/hr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
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
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3mo
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Client Services Senior Associate
Richmond, Virginia, United States
OnsiteFull Time
Winged Keel Group
Winged Keel Group: Provides customized life insurance solutions for ultra-affluent clients.
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
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Registered Client Service Associate
Richmond, 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). 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
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3mo
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Registered Client Service Associate
Richmond, 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; 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
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1mo
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Registered Client Service Associate (Richmond,VA)
Richmond, Virginia, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
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1w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
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.
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6d
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
CoStar Group
CoStar GroupNASDAQ: CSGP: Global provider of commercial and residential real estate data.
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.
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6d
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
CoStar Group
CoStar GroupNASDAQ: CSGP: Provides global real estate information, analytics, and online marketplaces.
1+ YOE1+ year customer support or research experience, bachelor’s degree, strong phone-based customer service, escalation handling, troubleshooting, and communication skills.
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1w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
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
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1w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
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
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3w
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Tax Associate
Glen Allen, Virginia, United States
OnsiteFull Time
RMW Accounting
RMW Accounting: National network of local accounting and tax firms.
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
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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
KPMG
KPMG: Global professional services network providing audit, tax, and advisory.
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.
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2w
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Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)
Charlotte or Richmond
$101k-$115k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
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
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2w
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Labor & Employment Associate Attorney
Richmond, Virginia, United States
OnsiteFull Time
Chambliss Law
Chambliss Law: Full-service law firm based in Chattanooga, Tennessee.
2+ YOE2+ years employment law experience as an attorney, litigation experience, client counseling, strong analytical and communication skills, ability to meet deadlines and manage priorities; law school transcript requested.
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1mo
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Behavioral Health Associate
Chester, Virginia, United States
$18-$22/hr 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; 6+ months working with similar population preferred; ability to monitor clients, chart accurately, and respond to crises.
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1w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOEBachelor's or equivalent experience, Series 7 and Series 63 plus 65 or 66, 1+ year client-facing financial services experience, strong phone and PC skills, proficient with Microsoft Office.
Microsoft Office
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1mo
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Employment Litigation Associate - Richmond
Richmond, Virginia, United States
$140k-$180k/yr HybridFull Time
Sands Anderson
Sands Anderson: Provides comprehensive legal counsel and litigation defense services.
2+ YOE2+ years labor & employment litigation experience, Virginia law license required, strong writing, advocacy and counseling skills, and an entrepreneurial interest in client development.
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