40 client services associate jobs at 15 companies in Petersburg, VA
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, adapt to technology platforms, and maintain discretion.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Bachelor's or equivalent experience in business/finance, customer service experience, proficiency with Microsoft Office, Salesforce; strong attention to detail and communication skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, use Microsoft Office and Salesforce; high school diploma required; pursuing or holding SIE/Series 7/66/63/65 preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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
CoStar GroupNASDAQ: CSGP: Provides global real estate information, analytics, and online marketplaces.
1+ YOE1+ year customer support or research experience, bachelor’s degree, strong phone-based customer service, escalation handling, troubleshooting, and communication skills.
CoStar GroupNASDAQ: CSGP: Global provider of commercial and residential real estate data.
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.
Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA)
Richmond or McLean
$110k-$138k/yrOnsiteFull Time
Capital OneNYSE: COF: A diversified financial services providing banking and credit products.
1+ YOEBachelor's degree or military experience, 1+ year of financial services risk management, 2+ years of project management, and 3+ years supporting internal business clients.
Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA)
Richmond or McLean
$110k-$138k/yrOnsiteFull Time
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
1+ YOEBachelor's degree or military experience; 1+ year financial services risk management, 2+ years project management, and 3+ years supporting internal business clients. PMP or CPM preferred.
Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA)
Richmond or McLean
$110k-$138k/yrOnsiteFull Time
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
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).
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
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.
Hand & Stone Massage and Facial Spa: Provider of massage, facial, and spa wellness services.
Strong customer service and organizational skills; enjoy working with clients; willingness to promote spa services and earn commission; flexible scheduling and training provided.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
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.
Bryant & Stratton College: Career-focused private college offering degree programs and certificates.
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.
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63/65 or 66 required, 1+ year client-facing financial services experience, strong telephone and communication skills, Microsoft Office proficiency.
Part Time (30 Hours) Associate Banker, Stonebridge Branch, Richmond, VA
North Chesterfield or Chesterfield or Richmond
$20-$25/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED, client service experience, ability to learn products and procedures, 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; 6+ months working with similar population preferred; ability to monitor clients, chart accurately, and respond to crises.
Operations Associate (Part-Time) - Short Pump Town Center
Richmond, Virginia, United States
OnsitePart Time
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOE1+ years retail or client-centric sales & operations experience; ability to lift 50 lbs, stand/move entire shift; strong customer service and self-motivation.
Innovetive Petcare: Owns and operates a network of veterinary hospitals and clinics.
Veterinarian passionate about high-quality patient care, client relationships, collaboration, communication, and continued professional growth; experienced and newer graduates are welcome.
Community Veterinary Partners: Operates and manages a community of animal hospitals.
Provide small-animal general practice veterinary care in a collaborative clinic; clinical autonomy, support for continuing education, and ability to engage with clients and team members.
Networking Technologies + Support: Provider of managed IT, cybersecurity, and networking services.
2+ YOEAssociate degree or equivalent experience, 2–3 years of related experience, PMP or equivalent, technical project-management knowledge, client-service skills, and proficiency with Microsoft Project, Microsoft Excel, and Windows.
Microsoft Project, Microsoft Excel, Windows, BMS, ticketing system