74 client associate jobs at 32 companies in Weber City, VA
2w
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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
1w
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Associate Client Advocate
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/yr HybridFull Time
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.
Microsoft Office
1mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, follow policies, and deepen client relationships. High school diploma/GED required; client-centric, detail oriented, adaptable to technology.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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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
1mo
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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
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
2mo
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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
3w
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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.
3w
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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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Client Account Services Transaction Specialist
Charlottesville, Virginia, United States
$20-$30/hr OnsiteFull Time
Associate degree in accounting/finance/business (or equivalent), experience with accounts payable/receivable, payroll, 1099s, general ledger, month-end close, sales tax and basic financial reporting; strong communication, analytical, and client-management skills.
1mo
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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
2d
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Tax Associate
Waynesboro or Virginia
$14-$18/hr OnsiteFull Time, Seasonal
No prior tax experience required; complete the H&R Block Income Tax Course, interact with clients, communicate clearly, solve problems, use digital tools, and hold a high school diploma or GED.
Copilot, ChatGPT
2d
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Tax Associate
Midlothian or Virginia
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
Copilot, ChatGPT
1w
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Operations Associate - Part Time
Richmond, Virginia, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-focused experience; ability to lift up to 50 pounds, strong organizational and communication skills, punctual and reliable.
1w
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Operations Associate - Part Time
Richmond, Virginia, United States
$18-$21/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, able to lift up to 50 lbs, strong organization, flexible availability including nights/weekends/holidays.
3mo
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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
1mo
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Labor & Employment Associate Attorney
Richmond, Virginia, United States
OnsiteFull Time
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.
3w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
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
3w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63/65 or 66 required, 1+ year client-facing financial services experience, strong telephone and communication skills, Microsoft Office proficiency.
Microsoft Office