39 client services associate jobs at 16 companies in Cape Charles, VA
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
1w
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Client Service Associate
Newport News, Virginia, United States
$33k-$85k/yr OnsiteFull Time
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, organization, communication, client service, time management, collaboration, and multitasking.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1w
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Client Service Associate
Newport News, Virginia, United States
$33k-$85k/yr OnsiteFull Time
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, organization, communication, client service, time management, multitasking, and willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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Client Associate (Hybrid)
Virginia Beach, Virginia, United States
$67k-$101k/yr HybridFull Time
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.
Applied Epic, Microsoft Office
3w
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Client Service Associate (Unregistered)
Virginia Beach, Virginia, United States
$49k-$68k/yr OnsiteFull Time
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
4w
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
2+ YOE2+ years supporting financial advisors, strong client service and organizational skills, CRM proficiency, ability to work onsite M-F, Series 7 and/or 66 preferred or must be obtained within a year.
CRM
1mo
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Registered Wealth Management Client Associate
Virginia Beach, Virginia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted in lieu of 66). High school diploma/GED. Client service experience, strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Coordinator
Chesapeake, Virginia, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow, ensuring clear communication with clients and associates, and supporting efficient hospital operations.
1mo
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Registered Wealth Management Client Associate
Virginia Beach, Virginia, United States
$27-$45/hr OnsiteFull Time
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced investment product knowledge; strong client service, communication, and tech adaptability; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
3mo
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
2+ YOE2+ years supporting financial advisors; Series 7 and/or 66 preferred or obtainable within 1 year.
2mo
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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
2d
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Tax Associate
Hampton, Virginia, United States
$14-$18/hr OnsiteFull Time, Seasonal
Requires high school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools. Tax course completion is required; no prior tax experience needed.
Microsoft Copilot, ChatGPT
3w
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Part Time (30 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA
Virginia Beach, Virginia, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use banking technology, and perform branch operations; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
4d
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Remote Customer Success Associate – Entry Level
Virginia Beach, Virginia, United States
RemoteFull Time
Strong communication, customer service, organization, adaptability, and self-motivation; must be 18+, legally authorized and located in the U.S., with a computer, internet, webcam, microphone, and workspace.
Zoom
3w
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Associate Service Delivery Manager
Virginia Beach or United States
$70k-$90k/yr RemoteFull Time
Experience managing IT managed services accounts, strong knowledge of Windows Server, Active Directory, Exchange, Azure, Office365, client relationship and project management skills; PMP/ITIL certifications preferred.
Windows Server, Active Directory, Exchange Server, Azure, Office365
2mo
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Nurse Case Manager (NCM)
Virginia Beach, Virginia, United States
OnsiteFull Time
2+ YOEAssociate degree in nursing required, 2 years RN case management experience within last 3 years, must hold RN licensure in client state when servicing out-of-state clients, possess one of several case management certifications, and be able to travel.
1mo
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BHA / MHT Full-Time 3pm-1130pm, rotating Weekends
Williamsburg, Virginia, United States
OnsiteFull Time
High school diploma or equivalent; CPR and de-escalation training required; six months+ experience with the population preferred; ability to monitor clients, take vitals, chart accurately, and respond to crises.
1mo
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Estate Planning Paralegal - Virginia Beach
Virginia Beach, Virginia, United States
$22-$32/hr OnsiteFull Time
Prior paralegal or legal assistant experience required; estate planning, probate, or trust administration preferred. Associate's degree in Paralegal Studies required; bachelor's/paralegal certification preferred. Strong writing, organization, and client-service skills.
2mo
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Nurse Case Manager (NCM)
Virginia Beach, Virginia, United States
FieldFull Time
2+ YOEAssociates degree in nursing, 2 years recent RN case management experience, state RN licensure where client is located, one of several case-management certifications (e.g., CCM, CDMS, CRRN, COHN/COHN-S, ACCC, CRC, RN-NCM, CMC), ability to travel and work varied shifts.
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