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35 client services associate jobs at 18 companies in Richmond, VA

1mo
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Client Service Associate (Unregistered)
Richmond, Virginia, United States
$52k-$72k/yr OnsiteFull Time
Davenport & Company
Davenport & Company: Independent employee-owned wealth management and financial advisory firm.
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
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2w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Bank of America
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
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3w
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Client Service Associate
Richmond, Virginia, United States
$22-$26/hr OnsiteFull Time
Wealth Enhancement Group
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.
Microsoft Office Suite, Salesforce, Workday
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2w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
Bank of America
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
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1mo
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Registered Client Service Associate (Richmond,VA)
Richmond, Virginia, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
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
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2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
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.
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2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
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
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1w
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
CoStar Group
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.
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1w
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Associate Client Escalation Specialist 11-8pm Shift
Richmond, Virginia, United States
$60k/yr OnsiteFull Time
CoStar Group
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.
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2w
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Director of First Impressions and Client Service Coordinator
Richmond, Virginia, United States
HybridFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
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
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2w
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Associate Director, Research Advisory Services (Advancement & Financial Sustainability)
Washington or Richmond or United States
$71k-$95k/yr FieldFull Time
EAB
EAB: Providing research and technology solutions to educational institutions.
5+ YOEBachelor's plus 5+ years (or 4+ with advanced degree), experience with client executives, strong facilitation/presentation and data-visualization skills, ability to travel and work with senior leaders.
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2w
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Principal Risk Associate - Enterprise Services Data Management & Advisory (ES DMA)
Richmond or McLean
$110k-$138k/yr OnsiteFull Time
Capital One
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).
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6d
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Part Time (30 Hours) Associate Banker, Brandermill Branch, Chesterfield, VA
Chesterfield, 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 digital banking tools, and perform branch operations; high school diploma or GED required; client service or cash-handling experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
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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
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
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
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2w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
LPL Financial
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.
Microsoft Office
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4d
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Associate Professor: Nursing (Clinical)
North Chesterfield, Virginia, United States
OnsiteFull Time
Bryant & Stratton College
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.
Microsoft Word
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2w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
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.
Microsoft Office
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1mo
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Behavioral Health Associate
Chester, Virginia, United States
$18-$22/hr 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; 6+ months working with similar population preferred; ability to monitor clients, chart accurately, and respond to crises.
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4w
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Part-Time Associate Veterinarian - Richmond, VA
Richmond, Virginia, United States
FieldPart Time
IndeVets
IndeVets: Tech-enabled provider of flexible veterinary staffing and medical services.
1+ YOEDVM/VMD (AVMA-accredited) or equivalent, active or obtainable state veterinary license, DEA/controlled substance license as applicable, 1+ year small animal clinical experience, ability to practice independently, strong communication and client skills.
VIN, VETgirl, VetRec, AI scribe
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3w
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Operations Associate (Part-Time) - Short Pump Town Center
Richmond, Virginia, United States
OnsitePart Time
Alo Yoga
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.
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