25 client support manager jobs at 20 companies in Williamsburg, VA
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Client Support & Benefits Representative
Richmond, Virginia, United States
RemoteFull Time, Part Time
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.
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
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.
Senior Project Manager/Client Manager in Virginia Beach, Virginia, United States
Virginia Beach, Virginia, United States
HybridFull Time
Tetra TechNASDAQ: TTEK: Provides global consulting and engineering services for water and environment.
10+ YOEBS in Civil or Environmental Engineering, PE in VA (or ability to obtain within 6 months), 10+ years water/wastewater experience, project management and client relationship skills, ability to mentor junior staff and support business development.
Project Support Specialist - Construction Management
Richmond, Virginia, United States
OnsiteFull Time
Dewberry: Professional firm providing engineering, architecture, and environmental consulting services.
6+ YOE6+ years managing document control for large construction projects, strong document management, logistics, cost capture, and client communication skills; proficiency with SharePoint, Power BI, Procore, and construction software.
Microsoft SharePoint, Microsoft Power BI, Procore, Microsoft Office, Adobe, Bluebeam, FieldWire, GoCanvas, PlanGrid
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
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.
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
3+ YOEBachelor's degree or military experience,5+ years supporting business clients,3+ years risk/process and project management experience,experience in financial services risk,GRC familiarity,CRM or PMP preferred.
Lean Six Sigma, Agile, Governance, Risk, and Compliance (GRC) software
City of Norfolk: Providing municipal services and public safety to Norfolk residents.
2+ YOEBachelor's in human services, minimum 2 years human services experience, experience with street outreach preferred, ability to develop service plans, link clients to housing and supports; valid driver’s license may be required.
Taxing Authority Consulting Services: Law firm specializing in government delinquent tax collection services.
1+ YOEProvide administrative support for legal department: court/summons processing, calendar management, document preparation, filing, client communication; 1+ year admin experience; high school diploma/GED; proficiency with Microsoft Office.
Serve as first point of contact, manage calls, schedule appointments, maintain client records, perform data entry, and provide excellent customer service; proficiency with Microsoft Outlook/Word/Excel and basic bookkeeping.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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: Financial services firm providing wealth management and investment advice.
Provide administrative support to financial advisors, deliver client service, manage account tasks, and use MoneyGuide, Salesforce, and Microsoft Office; training provided.
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.
SEV Laser: Provider of specialized laser hair removal and medical aesthetics.
Manage scheduling and front desk operations, greet clients, support sales and retail promotion, proficiency with booking systems (Zenoti preferred), strong communication and multitasking, weekend availability.
Perform and supervise electrical engineering for building projects (power distribution); coordinate multi-discipline teams; lead staff, QA/QC, construction support, and client communication.
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.