5 client relations specialist jobs at 5 companies in Blackstone, VA
1mo
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Client Relations Specialist
Henrico, Virginia, United States
$52k-$55k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years client relations or marketing experience; strong communication, event coordination, content production, Microsoft Office and Adobe Creative Suite proficiency; discretion with confidential information.
Microsoft Office Suite, Adobe Creative Suite, InDesign, After Effects, Mailchimp
3mo
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Client Relationship Consultant/401(k) Specialist
Richmond or Suffolk or Virginia Beach or Williamsburg
OnsiteFull Time
5+ YOEProvide retirement plan consulting, enrollment, sponsor relations, and education; ensure compliance; support advisors and plan sponsors.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1d
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Fiduciary Support Specialist II
Richmond, Virginia, United States
$58k-$70k/yr OnsiteFull Time
3+ YOERequires 3+ years of fiduciary, trust, investment, banking, financial planning, or related client service experience; trust and estate knowledge; strong communication, problem-solving, and relationship management skills; occasional travel.
trust systems
4d
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Clinical Services Specialist I
Richmond, Virginia, United States
$47k-$59k/yr HybridFull Time
1+ YOERequires a graduate social work or related degree plus casework experience, or a bachelor's degree with one to two years of child and family casework experience. Requires confidentiality, documentation, assessment, and client support skills.
HIPAA, Reactive Attachment Disorder (RAD)
2mo
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Sage Intacct Reporting and Custom Documents Specialist
United States or Atlanta or Richmond or Raleigh or Tysons Corner or Austin or Denver or Orlando or Charlotte or Houston or Boston or Tampa or Virginia Beach or Nashville or Chicago
$93k-$122k/yr RemoteFull Time
1+ YOEBachelor's or 1–2 years related experience; Sage Intacct certification and advanced training (ICRW, IVE, Financial Reporting, Custom Documents); strong Intacct reporting, EMR/Excel familiarity, SQL desirable; client-facing consulting and travel (10–50%).
Sage Intacct Interactive Custom Report Writer, Interactive Visual Explorer, Custom Reports, Advanced Financial Reports, Sage Intacct, Financial Report Writer, Microsoft Office, Microsoft Excel, SaaS, SQL, XML, XSL, XSLT:FO, XQUERY, Velixo, Shell Scripting, JavaScript, PHP, HTML, Nectari, SEI, PowerBI