23 client support manager jobs at 19 companies in Waverly, VA
2d
Save
Mark Applied
Hide
2d
Client Services Manager
Richmond, Virginia, United States
$75k-$82k/yrHybridFull Time
Dominion Payroll: Provider of integrated payroll and human capital management software.
2+ YOE2+ Mgmt2+ years leading client support or implementation teams, strong payroll/HCM/time & attendance knowledge, leadership and coaching skills, performance-metrics experience, and Microsoft Office/AI tool proficiency.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivated, basic computer/CRM skills, ability to work independently and manage time effectively.
Significance: Provides financial and technical consulting to federal government agencies.
10+ YOEActive Secret clearance, bachelor's degree, 10+ years relevant experience, experience with Navy financial management and client-facing skills required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
Anima Care North America: Provides professional pet cremation and memorial aftercare services.
Provide empathetic client support, schedule appointments, manage records and billing; high school diploma preferred; strong customer service, phone, and Microsoft Office skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Legal Aid Justice Center: Legal advocacy organization providing services for low-income communities.
Perform client intake, case management, data entry into Legal Server, front-desk duties, client communication, and administrative support; proficiency in MS Office; commitment to racial and social justice.
Microsoft Word, Microsoft Excel, Teams, Microsoft Outlook, Legal Server
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
3+ YOEBachelor's or military experience,3+ years project management,2+ years supporting business clients,proficient with Excel/Google Sheets,experience with JIRA/Quicksite/Tableau,analytical and communication skills,PMP and model risk experience preferred,employer will not sponsor work authorization.
Quicksite, Tableau, JIRA, Microsoft Excel, Google Sheets, Github
Fiduciary Support Specialist - Flexible location within the Truist Geography
Atlanta or Raleigh or Charlotte or Winter Park or Nashville or Richmond
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
3+ YOE3+ years fiduciary/support or related financial client-service experience; knowledge of trust/estate operating systems and bank policy; strong problem-solving, communication, and relationship management; occasional overnight travel; English required.
Housing and Financial Counseling Data Migration Assistant
Norfolk, Virginia, United States
OnsiteTemporary
The Up Center: Non-profit providing support services for children and families.
Enter and organize client records in a case management system, verify file completeness, maintain confidentiality, and perform administrative data cleanup; high school diploma and valid driver\u0002s license required.
Layer 9 IT: Managed IT and cybersecurity services for professional firms.
3+ YOE3+ years implementing and supporting technology for clients; experience with Server 2012/2016/2019, Active Directory, DNS, DHCP, Group Policy, Azure AVD, Hyper-V, firewalls, VLANs, switches, Wi-Fi; strong troubleshooting and communication; willingness to travel.
Microsoft Azure, Microsoft Intune, Server 2012, Server 2016, Server 2019, Active Directory, DNS, DHCP, Group Policy, Azure AVD, Hyper-V, Office 365
Clearstead: Provides wealth management and institutional investment consulting services.
Provide administrative support to tax team, process tax deliverables, coordinate mailings, manage confidential client documents; strong Word/Excel/Adobe/Outlook skills and client communication; CPA firm experience preferred.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver client service, manage account tasks, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
5+ YOE5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support staff and strong financial planning and investment management skills.
Regional Director of Field Operations - Northern Virginia
Manassas or Ashburn or Loudoun County or Prince William County or Columbus or Richmond or South Hill or Atlanta
FieldFull Time
B&S Site Development: Provides comprehensive civil construction and site development services.
20+ YOE20+ years heavy‑civil self‑perform construction leadership; deep earthwork, mass grading, and wet utilities expertise; proven client relationship and pursuit support; strong safety leadership (OSHA 30/500 preferred); Procore experience preferred.