14 client services associate jobs at 7 companies in Franklin, 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
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
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
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.
2mo
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Registered Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$26-$43/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
3+ YOESeries 7 or 66 required; 3+ years client-facing wealth management support; in-office, Monday–Friday.
Microsoft Office, CRM software
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
1d
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Part Time (20 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, operate branch cash devices, and learn bank products and procedures; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
2w
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Part Time (30 Hour) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA
Suffolk, Virginia, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to build relationships, learn products and procedures, and provide account servicing and cash handling.
Chase Mobile App, Chase.com, ATM
1mo
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Part Time (20 Hours) Associate Banker, Portsmouth Victory Branch, Portsmouth, VA
Portsmouth, Virginia, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, ability to deliver friendly service, build relationships, learn products, assist with transactions, open accounts, and manage lobby flow.
Chase Mobile App, Chase.com, ATMs
2w
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Part Time (20 Hours) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA
Suffolk, Virginia, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience preferred, ability to build relationships, learn products, and handle cash; strong communication and customer engagement skills.
Chase Mobile App, Chase.com, ATM, tablet
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
2w
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Associate Relationship Banker- Harbour View Suffolk, Va
Suffolk, Virginia, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ year sales experience in retail banking or financial services; high school diploma or GED; ability to create strong client experiences, meet compliance requirements, and work branch hours including weekends/evenings.
Chase Mobile App, Chase.com, ATM
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.
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