1mo
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Client Service Associate
Norfolk, Virginia, United States
OnsiteFull Time
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
3mo
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Registered Client Service Associate
Newport News, Virginia, United States
OnsiteFull Time
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
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
1w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
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
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
1mo
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Client Administration Associate
Williamsburg, Virginia, United States
OnsiteFull Time
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).
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
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
3mo
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Senior Client Accounting Associate
Norfolk, Virginia, United States
OnsiteFull Time
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
2mo
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Registered Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$26-$43/hr OnsiteFull Time
3+ YOESeries 7 or 66 required; 3+ years client-facing wealth management support; in-office, Monday–Friday.
Microsoft Office, CRM software
2mo
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Registered Client Service Associate (Virginia Beach, VA)
Virginia Beach, Virginia, United States
OnsiteFull Time
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
2d
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Work From Home - Client Services Associate
Hampton, Virginia, United States
RemoteFull Time
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
1mo
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Client Relations Admin
Virginia Beach, Virginia, United States
$20-$23/hr OnsiteFull Time
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
5d
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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.
5d
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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 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.
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
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