2mo
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Private Client Advisor
Philadelphia or Washington or Richmond
$55k-$102k/yr HybridFull Time
2+ YOE2+ years personal lines insurance with High Net Worth clients; Property & Casualty license; strong client service; ability to travel.
Property & Casualty License
1w
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Client Operations Specialist
Richmond, Virginia, United States
$45k-$55k/yr HybridFull Time
Supporting complex client accounts by coordinating operations, timelines, financial workflows, and client deliverables; strong organization, proofreading, budgeting and stakeholder coordination skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, AI tools
5d
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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
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.
6d
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Client Relations Consultant
Glen Allen, Virginia, United States
$45k-$80k/yr OnsiteFull Time
Advising clients on mortgage, realty, and insurance products; strong communication, time management, and organizational skills; Bachelor's preferred; must obtain NMLS license prior to start.
1w
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Client Relations Specialist
Henrico, Virginia, United States
$52k-$55k/yr OnsiteFull Time
2+ YOEBachelor's degree and 2+ years client relations or marketing experience; strong communication, event coordination, content production, Microsoft Office and Adobe Creative Suite proficiency; discretion with confidential information.
Microsoft Office Suite, Adobe Creative Suite, InDesign, After Effects, Mailchimp
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.
2d
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Client Service Representative
Richmond, Virginia, United States
$15-$16/hr OnsiteFull Time
Provide friendly client service, answer phones, schedule appointments, process payments, enter data, communicate with clinical team, and support pet owners; computer proficiency and strong interpersonal skills required.
1w
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Virtual Client Onboarding Representative
Richmond, Virginia, United States
RemoteFull Time
High-school or college preferred; strong client-facing communication, organized, able to work from home; sales/appointment-setting experience a plus.
CRM
2w
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Senior Client Advocate - Real Estate
Charlotte or Glen Allen or Potomac or Arlington or Hunt Valley or Atlanta
$200k-$275k/yr OnsiteFull Time
10+ YOE10+ years commercial P&C insurance client-facing experience (real estate preferred); knowledge of renewal process, coverage forms, analytics, negotiation, project leadership, and proficiency in Microsoft Word/PowerPoint/Excel; P&C license required.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1w
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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
3mo
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Registered Client Service Associate
Newport News, Virginia, United States
OnsiteFull Time
High school diploma required (college preferred), industry knowledge, Series 7 and Series 66 or Series 63+65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, strong client service and organizational abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
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Client Service Associate (Unregistered)
Richmond, Virginia, United States
$52k-$72k/yr OnsiteFull Time
Support financial advisors with client servicing; obtain SIE, Series 7, and Series 63 within 2 years; college preferred; financial services experience preferred; proficiency with Microsoft Outlook, Word, Excel; strong organization and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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.
3mo
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Client Services Senior Associate
Richmond, Virginia, United States
OnsiteFull Time
3+ YOE2+ Mgmt3-5 years client service in insurance; 2-4 years leadership; bachelor's degree; licenses a plus; strong communication and Excel skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word
3mo
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Emergency Client Service Coordinator - Weekends
Henrico, Virginia, United States
$18-$26/hr OnsiteMultiple Commitments Available
2+ YOEMinimum 2 years ER/urgent/specialty veterinary client service experience; knowledge of veterinary workflows and terminology; ability to handle emergent situations; collaborative team player.
6d
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Client Executive, Federal Government
Marlborough or Glen Allen or Auburn or Troy
$160k-$180k/yr FieldFull Time
3+ YOE3–10 years sales/account management experience supporting Federal/DoD customers, bachelor’s or equivalent, knowledge of government procurement, reliable transportation, strong communication and negotiation skills.
Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Dynamics
1mo
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Client Services Representative
Richmond or United States
$17-$34/hr OnsiteFull Time
High school diploma/GED, strong verbal and written communication, problem-solving, self-discipline; entry-level role with preferred 3 years customer service, call center and metrics-driven experience, and a four-year degree.
3d
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Client Success Coordinator
Henrico, Virginia, United States
$55k-$65k/yr OnsiteFull Time
2+ YOE2+ years in customer success/support or related roles, strong organization, communication, and attention to detail; experience with ticketing/CRM/workflow tools and Microsoft Office preferred.
Microsoft Office
2w
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Client Service Associate
Richmond, Virginia, United States
$22-$26/hr OnsiteFull Time
Bachelor's or equivalent experience in business/finance, customer service experience, proficiency with Microsoft Office, Salesforce; strong attention to detail and communication skills.
Microsoft Office Suite, Salesforce, Workday