1d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Director of Client Services
Hampton, Virginia, United States
$100k/yr OnsiteFull Time
3+ YOE3+ MgmtBachelor's in CS/IS or related, 3+ years IT service delivery leadership, proven team supervision, project management experience, strong communication and stakeholder skills, ITIL preferred.
3w
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Client Services Assistant
Richmond, Virginia, United States
OnsiteFull Time
1+ YOE1–2 years professional experience preferred; strong Excel/Outlook/Word skills; attention to detail, ability to manage multi-step tasks, strong written and oral communication, and comfort working extensively on a computer.
Microsoft Outlook, Microsoft Word, Microsoft Excel
3d
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Director, Client Services - Employee Health & Benefits
Richmond, Virginia, United States
$92k-$172k/yr HybridFull Time
10+ YOE10+ years industry experience, project management experience, knowledge of agency benefits procedures and agency management systems; Bachelor's preferred; Life & Health license preferred; strong communication and leadership skills.
Zoom, DocuSign, Microsoft M365
3mo
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Client Success Manager
Richmond or United States
$80k-$105k/yr HybridFull Time
3+ YOE3-5 years in client-facing CS or account management, ideally in legal tech or complex B2B SaaS.
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
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.
1w
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Tax Manager, Private Client Services
Atlanta or Charlotte or Raleigh or Greenville or Richmond or Norfolk
$90k-$150k/yr OnsiteFull Time
5+ YOEProvides tax compliance and consulting for high-net-worth clients; manages engagements, conducts advanced research, supervises staff, and advises on estate, trust, gift, and income tax matters.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
1mo
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Client Success Manager (Sage Intacct)
United States or Atlanta or Richmond or Raleigh or Fort Lauderdale or Austin or Orlando or Charlotte or Coral Gables or Houston or Tysons Corner or Greenville or Tampa or Nashville or Virginia Beach or Rockville or Chicago or Pittsburgh
$115k-$130k/yr RemoteFull Time
3+ YOE3+ years in client success/account management in B2B software or professional services; proven renewals and expansion track record; working knowledge of Sage Intacct or comparable ERP; strong accounting understanding; CRM proficiency; excellent communication.
Sage Intacct, Sage Intacct Construction, QuickBooks, NetSuite, Acumatica, Salesforce, HubSpot
2w
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Catering Services Supervisor - Altria Client Services Headquarters
Richmond, Virginia, United States
$18-$22/hr OnsiteFull Time
Supervise and train food service staff, maintain food safety and production records, complete sanitation course, HS diploma/GED, basic arithmetic, strong organization and interpersonal skills, ability to lift and stand.
1mo
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Client Service Coordinator
Henrico County, Virginia, United States
$15-$20/hr OnsiteFull Time
1+ YOECustomer-service experience (1+ year), ability to manage client/pet flow, cash/financial accuracy, basic computer skills, comfort with animals and medical environment; high school diploma preferred.
4w
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Tax Services Manager
Austin or McLean or Richmond
$130k-$150k/yr HybridFull Time
5+ YOE2+ MgmtBachelor's in Accounting/Finance required; PTIN required, CPA preferred; 5+ years progressive tax experience with ≥2 years supervisory; experience with complex individual and business returns; CCH Axcess proficiency; client-facing and peak-season availability.
CCH Axcess
5d
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Supervisor / Manager – Business Services Group
Richmond, Virginia, United States
$107k-$132k/yr HybridFull Time
5+ YOEBachelor's in accounting, CPA or EA preferred (required for Manager), 5-7 years public accounting experience, supervisory experience, strong tax and accounting knowledge, client communication and technical research skills.
1w
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Client Service Representative
Chesapeake, Virginia, United States
$57k-$83k/yr OnsiteFull Time
Manage customer accounts, respond to inquiries within 24 hours, develop account strategies, coordinate service delivery, proficiency with Microsoft Office and Salesforce, valid driver’s license, strong communication and stress management skills.
Microsoft Excel, Microsoft Word, Salesforce
3d
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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
2mo
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Director of Client Success
Richmond, Virginia, United States
OnsiteFull Time
5+ YOEBachelor’s degree; 5-10 years in client relationships, account management, or customer success; strong analytical, organizational, and communication skills; customer-focused mindset.
1w
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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.
1w
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Client Partner - Retail Industry
Norfolk, Virginia, United States
$149k-$201k/yr OnsiteFull Time
15+ YOEGraduate degree, 15+ years experience in customer-facing revenue growth and services expansion; retail domain knowledge; Agile and DevOps experience; RFP and P&L experience; CXO engagement and team management.
Agile, DevOps
1w
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Family Services Specialist I
Charles City, Virginia, United States
$55k/yr OnsiteFull Time
2+ YOEBachelor's in Human Services (or Bachelor's in any field plus 2 years related human services experience). Knowledge of social work principles, client assessment, service planning, and case management. Virginia social worker license desirable.
2mo
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Permitting Project Manager - Environmental Services (Roanoke or Richmond, VA)
Roanoke or Richmond
OnsiteFull Time
7+ YOESenior environmental project manager with experience in permitting, client relations, and budget/schedule management.
2mo
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Registered Client Service Associate - Newport News, Virginia
Newport News, Virginia, United States
$26-$43/hr OnsiteFull Time
3+ YOESeries 7 or 66 required; 3+ years client-facing wealth management support; in-office, Monday–Friday.
Microsoft Office, CRM software
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