205 client services manager jobs at 36 companies in Orange, VA
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hrOnsiteFull Time
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.
Keiter: Independent accounting firm providing tax, audit, and advisory services.
5+ YOE5+ years public accounting or tax consulting experience with 3+ years private client tax focus; Bachelor’s in accounting; active CPA required; CFP a plus; strong technical, analytical, communication, and coaching skills; Microsoft Office proficiency.
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yrOnsiteFull Time
Chilton Trust: Provides bespoke private wealth management and fiduciary services.
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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
BrightStar Care: Providing professional home health care and medical staffing services.
2+ YOEHigh School Diploma; 2 years healthcare office experience; HIPAA knowledge; strong organizational and time management; multi-tasking; Outlook skills.
Greenman-Pedersen, Inc.: Engineering and construction services for infrastructure and building projects.
Bachelor's degree in civil engineering or related field; significant VDOT roadway and bridge construction and CEI experience; program leadership, client relations, driver's license, and English proficiency required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft SharePoint, Microsoft Teams, Construction Engineering and Inspection (CEI), E-Verify
CornerStone Partners: Provides outsourced investment management services for nonprofit organizations.
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
United States or Charlottesville or Boston or Durham or Columbus
$165k-$210k/yrRemoteFull Time
TELUS Digital: Provides global digital customer experience and business transformation solutions.
7+ YOE7+ years enterprise account management experience, 2+ years in AI/ML data services; executive communication, Salesforce proficiency, technical fluency across AI data lifecycles.
Meriwether GodseyNASDAQ: HCSG: Provides contract dining and catering for schools and corporations.
5+ YOEBachelor's degree or 10 years related experience; 5+ years in contract food service/catering; HACCP knowledge; ServSafe preferred; strong leadership, communication, financial and client-relations skills.
J.P. Morgan Wealth Management – Private Client Advisor - Northern Virginia (Multiple Locations)
Arlington or Springfield or Manassas or Annandale or Centreville
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
COMMUNITY SERVICES ASSOCIATE A, MOHR CENTER - CHARLOTTESVILLE (PRN)
Charlottesville, Virginia, United States
$17-$26/hrOnsitePart Time
Region Ten Community Services Board: Provides public mental health and developmental disability services.
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.
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yrOnsiteFull Time
Atlantic Union BankNYSE: AUB: Regional bank providing commercial, consumer, and wealth management services.
5+ YOEHigh School diploma; 5-7 years in financial services; 2+ years as a Registered Client Assistant; FINRA registrations SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yrOnsiteFull Time
Atlantic Union BankNYSE: AUB: Provides retail and commercial banking and wealth management services.
6+ YOEHigh School diploma; 5-7 years financial services experience; 2+ years as a Registered Client Assistant; FINRA SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Director, Project Controls, Project & Development Services
Manassas, Virginia, United States
$166k-$195k/yrOnsiteFull Time
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
12+ YOE2+ MgmtBachelor's in architecture/engineering/construction management or related (Master's preferred). 12+ years related experience with 2+ years management. Life sciences and cGMP/cGLP project experience required. Advanced project management, budgeting, client relations; Microsoft Office and Microsoft Project proficiency.
2+ YOERequires 2–5 years of customer success, client-facing, account management, consultative sales, or financial services experience; Salesforce and engagement-tool experience; strong communication and organizational skills; bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, SalesLoft, Cadence, Bloomberg Terminal, Refinitiv, FactSet, Tableau, Power BI, Looker
2+ YOERequires 2–5 years in customer success, client-facing, account management, consultative sales, or financial services; CRM experience; strong communication, organization, relationship-building, and problem-solving skills. Bachelor's degree required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, SalesLoft, Cadence, Bloomberg Terminal, Refinitiv, FactSet, Tableau, Power BI, Looker