1w
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hr OnsiteFull Time
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
1mo
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Client Service Associate (Unregistered)
Richmond, Virginia, United States
$52k-$72k/yr OnsiteFull Time
Support financial advisors with client servicing; obtain SIE, Series 7, and Series 63 within 2 years; college preferred; financial services experience preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
OnsiteFull Time
High school diploma/GED required; client-centric, motivated self-starter with strong communication and technology skills. FINRA SIE/Series licenses preferred; ability to learn new platforms and support Financial Advisors.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Charlottesville, Virginia, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, follow policies, and deepen client relationships. High school diploma/GED required; client-centric, detail oriented, adaptable to technology.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Client Service Associate
Richmond, Virginia, United States
$22-$26/hr OnsiteFull Time
Bachelor's or equivalent experience in business/finance, customer service experience, proficiency with Microsoft Office, Salesforce; strong attention to detail and communication skills.
Microsoft Office Suite, Salesforce, Workday
2mo
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Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
1mo
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Registered Client Service Associate (Richmond,VA)
Richmond, Virginia, United States
OnsiteFull Time
Support financial advisors; strong MS Office and technology skills; ability to handle multiple tasks, maintain confidentiality, and meet deadlines. FINRA Series 7 and 63/65 or 66 required within 12 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3d
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COMMUNITY SERVICES ASSOCIATE A, MOHR CENTER - CHARLOTTESVILLE (PRN)
Charlottesville, Virginia, United States
$17-$26/hr OnsitePart Time
Provide direct supportive services to residents with substance use and mental health disorders; maintain house rules, admit/monitor/document clients, obtain First Aid/CPR/medication management training, valid Virginia driver's license and insurance.
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Client-service experience in financial services preferred; strong verbal/written communication, organization, problem-solving, CRM familiarity, ability to prepare meeting materials and manage account paperwork; SIE preferred; associate or bachelor’s degree preferred.
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Client-service focused, highly organized, strong communication and problem-solving; experience in financial or client services preferred; SIE preferred; bachelor’s or associate’s degree preferred.
CRM, eSignature
1w
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
1+ YOE1+ year customer support or research experience, bachelor’s degree, strong phone-based customer service, escalation handling, troubleshooting, and communication skills.
1w
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
1+ YOEMinimum 1 year in customer support or research role, bachelor’s degree, strong customer service, troubleshooting, product knowledge, and communication skills; able to work 11am–8pm shift.
4d
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Client Account Services Transaction Specialist
Charlottesville, Virginia, United States
$20-$30/hr OnsiteFull Time
Associate degree in accounting/finance/business (or equivalent), experience with accounts payable/receivable, payroll, 1099s, general ledger, month-end close, sales tax and basic financial reporting; strong communication, analytical, and client-management skills.
2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Exceptional client service, CRM management, account processing, scheduling, compliance recordkeeping, strong communication and organization; SIE exam preferred; associate or bachelor\u0002s in business preferred.
CRM, eSignature
2w
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Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA)
Richmond or McLean
$110k-$138k/yr OnsiteFull Time
1+ YOEBachelor's or military experience; 1+ year financial services risk management, 2+ years project management, 3+ years partnering with internal clients; PMP or CPM preferred; must have US work authorization (no sponsorship).
2w
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Full Time (40 Hours) Associate Banker, Middle Virginia Market, Stafford, VA
Stafford, Virginia, United States
OnsiteFull Time
Provide attentive client service, open and service accounts, handle cash devices, and educate clients on digital banking; high school diploma or GED required; client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
3w
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Managed Services - BI Engineer - Senior Associate
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
3mo
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Seasonal Sales Associate
Charlottesville, Virginia, United States
OnsitePart Time, Seasonal
Prior retail or client service experience preferred; able to multi-task, lift up to 20 pounds, communicate effectively; knowledge of XStore and Tulip is a plus.
XStore, Tulip
2w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
1+ YOEBachelor's or equivalent experience, Series 7 and Series 63 plus 65 or 66, 1+ year client-facing financial services experience, strong phone and PC skills, proficient with Microsoft Office.
Microsoft Office
4d
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Associate Professor: Nursing (Clinical)
North Chesterfield, Virginia, United States
OnsiteFull Time
2+ YOEBSN required, MSN preferred. Current Virginia RN license, 2+ years direct client care experience, higher ed teaching preferred. Working knowledge of Microsoft Word and email; commitment to professional development and student success.
Microsoft Word
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