11 client services associate jobs at 5 companies in Kilmarnock, VA
1w
Save
Mark Applied
Hide
1w
Client Service Associate
Newport News, Virginia, United States
$33k-$85k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma/GED, customer or client service experience, clear communication, problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including AI tools. Tax course completion required; bachelor's degree preferred.
Part Time (30 Hours) Associate Banker, Williamsburg on Monticello Branch, Williamsburg, VA
Williamsburg, Virginia, United States
$20-$25/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service or comparable experience, ability to learn products and technology, strong communication and relationship skills; cash handling preferred.
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.
Summit BHC: Operates behavioral health and addiction treatment centers nationwide.
High school diploma, CPR and de-escalation training, six months experience with target population preferred; ability to monitor clients, apply de-escalation, take vitals, and chart accurately.