1mo
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Client Service Associate
Roanoke, Virginia, United States
$55k-$95k/yr OnsiteFull Time
High school diploma required (college preferred). Strong computer and client service skills; willingness to obtain Series 7 and 66 or Series 63 and 65. Industry experience is a plus.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Provide client support, process requests, onboard accounts, authenticate clients, and support financial advisors; strong computer, interpersonal, and organizational skills; high school diploma required, college preferred; willingness to obtain Series licenses.
Microsoft Office
1mo
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Client Service Associate - Commercial Lines
Roanoke, Virginia, United States
HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client relationship skills, adaptability, and ability to manage shifting priorities.
Microsoft Office
3mo
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Associate, Family Office Services
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$105k-$135k/yr OnsiteFull Time
3+ YOECFP credential; 3-5+ years of financial planning for business owners/HNW clients; experience with planning software; client meetings; knowledge of financial products; Excel/PowerPoint/Word; strong communication, analytical, and time management; able to manage multiple projects.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Financial planning software (e.g., Naviplan, WealthPath, Conquest)
3mo
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Senior Associate, Family Office Services
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yr OnsiteFull Time
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Financial planning software, Microsoft Office
2d
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Associate Veterinarian - Large Animal
Lewisburg, West Virginia, United States
FieldFull Time
Perform client herd-health visits, train client employees, manage clinical data, and provide consultative large-animal services with mentorship and career support.
1mo
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Peer Support Specialist (Part Time)
Radford, Virginia, United States
$15-$20/hr OnsitePart Time
Registered Peer Support Specialist certification through the Virginia Board of Counseling required or in progress; preferred associates in Human Services; duties include peer support, documentation, community linkage, client transport, and participating in after-hours coverage.
1mo
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Practice Manager at Staunton River Veterinary Clinic
Moneta, Virginia, United States
$45k-$55k/yr OnsiteFull Time
Full-time, on-site practice manager able to work weekends; HS diploma required, Associate degree or Practice Manager Certification a plus; OSHA knowledge, strong computer (Microsoft Office), math, communication, and client service skills; ability to lift up to 25 lbs.
Microsoft Office