34 client services associate jobs at 15 companies in Warsaw, VA
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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
2w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
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
4w
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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
2w
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Wealth Management Client Associate
Richmond, Virginia, United States
$25-$44/hr OnsiteFull Time
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
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
3w
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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.
3w
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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
2w
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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.
2w
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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.
3w
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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
3w
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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).
3w
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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
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
2w
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Associate Financial Representative
Richmond, Virginia, United States
$68k-$113k/yr OnsiteFull Time
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
4w
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Operations Associate (Part-Time) - Short Pump Town Center
Richmond, Virginia, United States
OnsitePart Time
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.
1mo
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Veterinarian, Associate
Richmond, Virginia, United States
OnsiteFull Time
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.
3w
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Paraplanner / Associate Financial Advisor
Glen Allen, Virginia, United States
OnsiteFull Time
Prepare financial plans, support client onboarding and service, perform analysis, and assist advisors; bachelor’s degree preferred; CFP interest encouraged; familiarity with planning and CRM systems.
eMoney, MoneyGuidePro, CRM
1w
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CTIO - Activation & Customer Success - Experienced Associate
New York or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Tulsa or Washington or Denver or Des Moines or Detroit or Boca Raton or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or North America or Orlando or Philadelphia or Phoenix or Pittsburgh or Portland
$51k-$140k/yr HybridFull Time
1+ YOEBachelor's degree and 1+ year experience; client engagement, CRM and data analytics experience, strong communication and problem-solving skills; available to travel up to 40%.
1mo
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BHA / MHT Full-Time 3pm-1130pm, rotating Weekends
Williamsburg, Virginia, United States
OnsiteFull Time
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.
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