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159 client services associate jobs at 81 companies in Virginia

2mo
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Work From Home - Client Services Associate
Fairfax, Virginia, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client services role requiring strong communication, independence, teamwork, and integrity.
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3mo
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Client Services Senior Associate
Richmond, Virginia, United States
OnsiteFull Time
Winged Keel Group
Winged Keel Group: Provides customized life insurance solutions for ultra-affluent clients.
3+ YOE2+ Mgmt3-5 years client service in insurance; 2-4 years leadership; bachelor's degree; licenses a plus; strong communication and Excel skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word
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3h
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hr OnsiteFull Time
LD&B Insurance & Financial Services
LD&B Insurance & Financial Services: Provides comprehensive insurance and financial planning services to clients.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
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2w
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Client Associate
Alexandria, Virginia, United States
HybridFull Time
Purple Strategies
Purple Strategies: Provides corporate reputation strategy and bipartisan strategic communication services.
1+ YOEBachelor's degree,1–3 years experience in agency or consultancy,excellent writing,media and digital skills,MS Office proficiency,and strong organization and client service abilities.
Microsoft Office
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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
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3w
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Client Service Associate
Roanoke, Virginia, United States
$55k-$95k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Strong computer and client service skills; willingness to obtain Series 7 and 66 or Series 63 and 65. Industry experience is a plus.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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1w
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Client Service Associate
Roanoke, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Strong computer and Microsoft Office skills, client service experience, willingness to obtain Series 7 and Series 66 or Series 63 and 65, excellent communication and organizational skills.
Microsoft Office
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3w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
Kobie
Kobie: Designs and manages customer loyalty programs for global brands.
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
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1d
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Executive Client Service Associate
Fairfax, Virginia, United States
$73k-$102k/yr OnsiteFull Time
Edelman Financial Engines
Edelman Financial Engines: Provides personalized financial planning and investment advisory services.
3+ YOE3+ years financial services experience, strong client service, finance/markets knowledge, critical thinking, confidentiality, CRPC and/or Series 65 recommended; bachelor\u0002s degree preferred.
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3mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
TravisMathew
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time, seasonal Client Associate with at least 1 year in client services; strong communication; ability to work weekends/evenings/holidays; proficient with POS and Microsoft Office.
POS systems, Microsoft Office
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3w
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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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3w
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Wealth Management Client Associate
Charlottesville, Virginia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
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1d
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Client Associate (Flexible Work Location)
Harrisonburg, Virginia, United States
$22-$26/hr OnsiteFull Time
LD&B Insurance and Financial Services
LD&B Insurance and Financial Services: Independent provider of insurance and financial planning services.
Provide client service and operational support for financial services, handle account processing and onboarding, maintain compliance, and perform detailed data entry and reporting.
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1mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsiteMultiple Commitments Available
Callaway Golf
Callaway GolfNYSE: CALY: Designs and manufactures premium golf equipment and performance gear.
1+ YOEPart-time, seasonal client services role requiring 1+ year in client services; weekend/evening/holiday availability; POS and Microsoft proficiency; strong communication.
POS, Microsoft Office
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2w
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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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1mo
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Client Service Associate - Commercial Lines
Roanoke, Virginia, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, strong client relationship skills, adaptability, and ability to manage shifting priorities.
Microsoft Office
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1mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons, Virginia, United States
OnsitePart Time, Seasonal
Topgolf Callaway Brands
Topgolf Callaway Brands: Produces golf equipment, performance apparel, and ball tracking technology.
1+ YOE1 year in client services; ability to work non-traditional hours; strong communication; proficient with POS and Microsoft apps.
Microsoft Applications, POS systems
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1mo
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Client Experience Associate
Springfield or United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEDelivers branch customer service and drives sales opportunities; typically <1 year related experience; strong communication, accuracy, digital awareness, problem solving, and basic banking product knowledge.
Workday
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1mo
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Part Time Seasonal Client Associate - Tyson's Corner
Tysons Corner, Virginia, United States
OnsitePart Time, Seasonal
Callaway Golf
Callaway GolfNew York Stock Exchange: CALY: Designs and sells golf equipment and active lifestyle apparel.
1+ YOEMinimum 1 year of client services experience; strong communication; proficient with POS and Microsoft applications; ability to work non-traditional hours including weekends and holidays.
Microsoft Applications, POS systems
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1mo
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Client Reporting & Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
2+ YOEBachelor's degree, 2+ years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, experience with portfolio reporting and data analytics preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
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