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25 client services associate jobs at 17 companies in Chesapeake, VA

1mo
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Client Service Associate
Norfolk, Virginia, United States
OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
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
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3mo
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Registered Client Service Associate
Newport News, Virginia, United States
OnsiteFull Time
Morgan Stanley
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
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2d
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Client Service Associate (Unregistered)
Virginia Beach, Virginia, United States
$49k-$68k/yr OnsiteFull Time
Davenport & Company
Davenport & Company: Independent employee-owned wealth management and financial advisory firm.
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
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3w
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Registered Wealth Management Client Associate
Virginia Beach, Virginia, United States
$27-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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3mo
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Registered Client Service Associate
Newport News, Virginia, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required; college degree preferred; active Series 7 and Series 66 or Series 63 and Series 65; two+ years industry experience preferred; knowledge of financial products; strong language and Microsoft Office skills.
Microsoft Office, Word, Excel, Outlook, PowerPoint, MSOnline, eSign, eAuthorization
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2mo
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Registered Client Service Associate (Virginia Beach, VA)
Virginia Beach, Virginia, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
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2mo
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Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$24-$39/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOE2+ years supporting financial advisors; Series 7 and/or 66 preferred or obtainable within 1 year.
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1mo
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Client Relations Admin
Virginia Beach, Virginia, United States
$20-$23/hr OnsiteFull Time
Paradigm
Paradigm: Provides secure printed and digital academic diplomas and credentials.
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
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1d
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Part Time (30 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA
Virginia Beach, Virginia, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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
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1d
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Associate Service Delivery Manager
Virginia Beach or United States
$70k-$90k/yr RemoteFull Time
Dataprise
Dataprise: Provides managed IT, cybersecurity, and cloud infrastructure services.
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
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3mo
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Bay Beach Veterinary Hospital - Veterinarian
Virginia Beach, Virginia, United States
OnsiteFull Time
Bay Beach Veterinary Hospital
Bay Beach Veterinary Hospital: Full-service animal hospital providing general and emergency care.
DVM license; interest in general practice with emphasis on patient care and client communication.
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2w
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Catering Manager 3
Virginia Beach, Virginia, United States
$56k-$73k/yr OnsiteFull Time
Sodexo
SodexoEuronext Paris: SW: Provides food service and facilities management solutions.
1+ YOE2+ MgmtAssociate's degree or equivalent, 1+ year food service experience, 2 years management experience, Kronos timekeeping familiarity, strong communication and client service skills.
Kronos
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3w
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Part Time Associate Veterinarian - Suffolk, VA
Suffolk, Virginia, United States
FieldPart Time
IndeVets
IndeVets: Tech-enabled provider of flexible veterinary staffing and medical services.
1+ YOEDVM/VMD from AVMA-accredited program, active or obtainable state license and DEA controlled-substance registration, 1+ year small-animal clinical experience, clinical independence, strong communication and client skills.
VIN, VETgirl, VetRec, AI scribe
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1mo
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BHA / MHT Full-Time 3pm-1130pm, rotating Weekends
Williamsburg, Virginia, United States
OnsiteFull Time
Summit BHC
Summit BHC: Operates behavioral health and addiction treatment centers nationwide.
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.
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1mo
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Nurse Case Manager (NCM)
Virginia Beach, Virginia, United States
OnsiteFull Time
Goldbelt
Goldbelt: Provides professional services and government contracting for federal agencies.
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.
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3mo
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Bay Beach Veterinary Hospital - Veterinarian
Virginia Beach, Virginia, United States
OnsiteFull Time
VetEvolve
VetEvolve: Operates a network of full-service veterinary clinics and hospitals.
0+ YOEDVM license and veterinary license to practice; strong teamwork and client communication; desire to practice high-quality medicine.
Practice Management Software, Diagnostic Imaging, Dental Equipment, Surgical Tools
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2w
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Estate Planning Paralegal - Virginia Beach
Virginia Beach, Virginia, United States
$22-$32/hr OnsiteFull Time
Melone Hatley
Melone Hatley: Provides family law and estate planning legal services.
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.
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1w
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RN Quality Assurance Process Improvement Specialist
Newport News, Virginia, United States
$39-$53/hr FieldFull Time
Riverside Health System
Riverside Health System: Integrated nonprofit healthcare system providing comprehensive medical services.
Active Virginia RN license or compact state licensure, CPR/BLS within 30 days, associate or diploma in nursing required (BSN preferred), OASIS and EMR expertise, ability to travel to client homes and multiple sites, clinical documentation and QA experience preferred.
OASIS, EMR
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1mo
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Nurse Case Manager (NCM)
Virginia Beach, Virginia, United States
FieldFull Time
Goldbelt
Goldbelt: Provides government contracting, tourism operations, and marine transportation services.
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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