324 client experience jobs at 161 companies in Chesapeake, VA
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Client Service Coordinator
Virginia Beach, Virginia, United States
$15-$19/hrOnsiteFull Time
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Providing professional client service, managing client and pet flow, promoting hospital services and wellness plans, handling administrative tasks and payments, and educating clients on pet health.
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Patriot Growth Insurance Services: Provides national insurance brokerage and risk management services.
5+ YOE5+ years commercial insurance experience, active Virginia P&C license, HS diploma required (BA preferred), Applied Epic preferred, Microsoft Office proficiency, strong communication and organizational skills.
Paradigm: Provides secure printed and digital academic diplomas and credentials.
3+ YOE3+ years account management or client relations experience, experience with renewals/contracts preferred, proficiency with Microsoft Dynamics 365 CRM and Microsoft Office (Outlook, Word, Excel), strong communication and analytical skills, reliable transportation.
Microsoft Dynamics 365 CRM, Microsoft Outlook, Microsoft Word, Microsoft Excel
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).
Tetra TechNASDAQ: TTEK: Global provider of high-end consulting and engineering services.
10+ YOEBS in Civil/Environmental Engineering, PE (VA or ability to obtain in 6 months), 10+ years water/wastewater project experience, project management, design/permitting/construction, client relations, team leadership.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented client acquisition and management; must obtain SIE/Series 6/7, required state registrations (63/66 if applicable) and life licenses within 180 days if not currently registered; compliance with Dodd-Frank/TILA; high school diploma/GED; ability to work branch hours including weeke...
Securitas Critical Infrastructure Services (SCIS)Nasdaq Stockholm: SECU-B: Security and fire protection for critical infrastructure and government.
2+ YOEHigh school diploma/GED, 2+ years experience in alarm monitoring/installation/service, able to pass drug screen and background check, meet state/local licensing, strong computer skills and experience with Radionics/Bosch RAMIV/RPS and Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Radionics, Bosch RAMIV, Bosch RPS
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
AECOMNYSE: ACM: Provides infrastructure consulting and engineering services for global projects.
12+ YOE4+ MgmtBachelor's in architecture/engineering, 12+ years federal A/E experience with 4+ years leadership, US citizenship, travel across CONUS/OCONUS; PE/AIA, master's/PhD and Navy CEC experience preferred.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7/63/65 (or Series 7/66) licensure expected or obtained within 90 days, SAFE Act registration when originating mortgages, 12+ years private banking/complex financial services experience, ability to drive new business for $3M+ investable assets.
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
Sound Income Group: Provides income-focused wealth management and financial advisor support.
2+ YOE1–3 years outbound sales/appointment setting; HS diploma; strong communication; CRM and Office proficiency; able to work events and phone-based sales.
Hampton University: Private university offering degree programs and conducting academic research.
3+ YOE3+ MgmtBachelor's in CS/IS or related, 3+ years IT service delivery leadership, proven team supervision, project management experience, strong communication and stakeholder skills, ITIL preferred.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or willingness to obtain an insurance license, strong communication, self-motivation, CRM/basic computer skills, ability to work independently, and results-driven mindset.
Brown Advisory: Provides investment management and financial advisory services to global clients.
5+ YOE5+ years partnership accounting; QuickBooks Enterprise; Microsoft Excel; accuracy; multitasking; tax experience; authorized to work in the United States; Norfolk office work