225 client experience jobs at 75 companies in Charlottesville, VA
5d
Save
Mark Applied
Hide
5d
Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hrOnsiteFull Time
LD&B Insurance & Financial Services: Provides comprehensive insurance and financial planning services to clients.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
LD&B Insurance and Financial Services: Independent provider of insurance and financial planning services.
High school diploma; ability to obtain licenses; compliance knowledge; strong communication; organizational skills; self-starter; insurance regulations knowledge; information security awareness.
Harrisonburg-Rockingham Community Services Board: Public provider of mental health and developmental disability services.
2+ YOEPerform client financial intakes, verify insurance, manage billing and claims, maintain EHR records, provide customer service; high school diploma and 2+ years relevant experience preferred.
CornerStone Partners: Provides outsourced investment management services for nonprofit organizations.
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
International Rescue Committee: Provides humanitarian aid and relief to people affected by conflict.
Currently pursuing or recently completed undergraduate/graduate degree; strong written/verbal communication and interpersonal skills; comfortable transporting clients; data entry and outreach abilities.
High School diploma; prior office experience preferred; Series 7/63/65/66 preferred or obtainable within 12 months; excellent customer service; proficient with Word/Excel/PowerPoint/Outlook; team player; detail oriented; able to work in a fast-paced, deadline-driven environment.
ColliersNASDAQ: CIGI: Providing commercial real estate, investment management, and engineering services.
2+ YOE1-3 years of relevant experience; Bachelor’s degree preferred; experience with Adobe InDesign; strong communication and ability to handle multiple deadlines.
Conyers or Charleston or Charlottesville or Greenville or Orlando or Raleigh or Savannah or Richmond or United States
HybridFull Time
Raymond Global: Provides professional architecture, engineering, and building envelope consulting services.
10+ YOE10+ years in business development or DoD/federal programs; four-year degree; experience with federal contracting; ability to travel up to 50%; U.S. work authorization.
UVA Health: Academic medical center providing patient care and medical research.
0+ YOEHigh school graduate or MLA CSC; meet CLIA education requirements; MLA(ASCP) within 12 months; experience range: HS path 2 years or MLA CSC no experience; strong communication and attention to detail.
University of Virginia: Provides higher education, academic research, and medical healthcare services.
0+ YOEHigh school diploma or MLA certificate required; MLA(ASCP) certification within 12 months; CLIA education requirements; 0–2 years relevant experience depending on credential; strong communication and attention to detail.
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yrOnsiteFull Time
Atlantic Union BankNYSE: AUB: Provides retail and commercial banking and wealth management services.
6+ YOEHigh School diploma; 5-7 years financial services experience; 2+ years as a Registered Client Assistant; FINRA SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Odyssey Behavioral Healthcare: Provides specialized residential and outpatient mental health treatment services.
3+ YOEBachelor's degree and 3+ years case management experience in behavioral health, valid driver\u0002s license, CPR and First Aid, strong communication, HIPAA and medical records experience, proficiency with Outlook/Word/Excel.
Business Development; Army Client Lead, Stantec GS
Charlottesville or Hampton or Jacksonville or New Cumberland or Philadelphia
HybridFull Time
StantecTSX: STN: Provides professional engineering, architecture, and environmental consulting services.
15+ YOEFifteen years Army/USACE experience; BS in Engineering or Architecture; advanced degree preferred; registration preferred; strong relationships with Army/USACE; ability to travel; hybrid work.
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Relationship-driven B2B sales and mentorship role; willing to obtain Health & Life insurance license; teaching/training/mentorship experience preferred; strong communication and client-facing skills.
Community Veterinary Partners: Operates and manages a community of animal hospitals.
Provide friendly client and pet reception, schedule appointments, process payments, answer phones, maintain records, and assist clinic team; reliable, punctual, strong communication and multitasking skills required.
Holistic Youth & Family Advisor (MALE CLIENT FOCUS)
Lynchburg or Campbell County or Appomattox County or Amherst County or Bedford County or Nelson County
OnsitePart Time
Life Push: Provides holistic support and human services for at-risk youth.
Part-time HYFA role; must be 21+, flexible hours; background check; driver license; reliable transportation; strong written communication; pursuing or holding a 4-year degree; experience with youth and families preferred.
Charlottesville or Washington or Chicago or Denver or Austin or Raleigh or Charlotte or Asheville or New York or Syracuse or San Diego or Richmond
$65k-$73k/yrHybridFull Time
Workshop Digital: Provides search engine optimization and digital advertising management services.
1+ YOE1+ years agency experience managing paid digital channels, client communication, analytics, Excel/Sheets, landing page optimization, and reporting for small-to-mid clients.
Google Ads, Google Display Network, YouTube, Microsoft Ads, Facebook, Twitter, LinkedIn, Google Analytics, Google Sheets, Microsoft Excel, Microsoft Office, Google Data Studio, Ninja Cat
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, handle account transactions, deliver exceptional client service, and use firm technology.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
2+ YOEHigh school diploma or equivalent; 2 years teller/cash handling or client service experience; 6 months client relationship or sales experience; proficiency with PC and Microsoft Office; ability to work weekends, extended hours, and temporary travel assignments.