171 client services manager jobs at 34 companies in Palmyra, VA
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hrOnsiteFull Time
LD&B Insurance and Financial Services: Employee-owned independent insurance agency serving individuals and businesses with personal, commercial, benefits, financial, and consulting services.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yrHybridFull Time
Cal Engineering Solutions, Inc.: Employee-owned environmental and geotechnical engineering consulting firm serving public and private clients across the United States.
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
Keiter: Independent Virginia public accounting firm serving privately held businesses, high-net-worth families, and nonprofit organizations.
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 Company: Privately owned wealth management and national trust serving high-net-worth individuals, families, foundations, endowments, and institutions.
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: Global financial services and banking institution.
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
Light Counseling: Private Christian mental health practice serving individuals, couples, and families through counseling, medication management, and psychological testing.
3+ YOEHigh school diploma, 3+ years office management/administrative leadership experience, HIPAA knowledge, EHR and Microsoft Office 365 proficiency, scheduling, billing, customer service, and supervisory skills.
Electronic Health Record (EHR), Microsoft Office 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, JotForm, Canva
Merrill: Merrill is Bank of America's U.S. wealth-management business serving individuals, families, businesses and institutions.
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
MARKETview: Private education technology providing real-time comparative analytics and enrollment insights to colleges and universities.
5+ YOEBachelor’s degree; 5-10 years in client relationships, account management, or customer success; strong analytical, organizational, and communication skills; customer-focused mindset.
CapCenter: Family-owned mortgage lender, real estate brokerage, and insurance provider helping homebuyers and homeowners save on housing services.
Bachelor's degree preferred in finance, business, economics, mathematics, or related field; strong communication, organization, time management, leadership, and multitasking skills; NMLS license required before starting.
Greenman-Pedersen, Inc.: Multi-discipline engineering and construction services firm.
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: Outsourced chief investment officer and investment office serving nonprofit endowments, foundations, colleges, universities, and public charities.
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: Canadian private BPO and digital-services delivering customer experience, AI, data, IT, and trust-and-safety services for brands.
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 Godsey: Private contract dining services serving independent schools, private colleges, and corporations with scratch-cooked food.
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.
COMMUNITY SERVICES ASSOCIATE A, MOHR CENTER - CHARLOTTESVILLE (PRN)
Charlottesville, Virginia, United States
$17-$26/hrOnsitePart Time
Region Ten Community Services Board: Government community services board providing mental health, substance use, and developmental disability services across six Virginia localities.
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 Financial Consultants, LLC: Private Virginia financial-planning and brokerage firm serving families, retirees, pre-retirees, women investors, and business owners.
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 Financial Consultants, LLC: Private Virginia financial-planning and brokerage firm serving families, retirees, pre-retirees, women investors, and business owners.
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.
S&P Global Market IntelligenceNYSE: SPGI: Financial information provider delivering multi-asset-class data, analytics, workflow technology, and advisory solutions to financial institutions and corporations.
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
S&P Global Market IntelligenceNYSE: SPGI: Financial information provider delivering multi-asset-class data, analytics, workflow technology, and advisory solutions to financial institutions and corporations.
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