Client Services Associate Birks Financial Corp.Client Services AssociateHerndon, VA$55,000–$85,000 / yearFull timeThis role serves as the primary point of contact for administrative and service-related inquiries, supporting the Lead Advisor in managing client relationships, assisting with the new client pipeline, and ensuring timely, accurate execution of client requests. Our services have expanded organically over time as we find consistent patterns of what our clients need services for, and now principally covers investment management, retirement planning, estate planning, and tax planning.
NewPlaintiff Associate Attorney - Personal Injury JobotPlaintiff Associate Attorney - Personal InjuryHopewell, VA$90,000–$170,000 / yearThis is an opportunity to join a firm with a longstanding reputation for aggressively advocating on behalf of injured individuals and families, backed by strong brand recognition, consistent case flow, and the infrastructure to allow attorneys to focus on practicing law rather than generating files from scratch. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewLitigation Associate JobotLitigation AssociateLeesburg, VA$115,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Build your litigation career at a respected, growth‑oriented law firm where you’ll gain real courtroom experience, meaningful client interaction, and the support of a collegial, high‑performing team.
NewBankruptcy and Restructuring Associate (2-5 Yrs Exp) JobotBankruptcy and Restructuring Associate (2-5 Yrs Exp)Falls Church, VA$125,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our work spans both transactional and litigation matters, giving our attorneys the opportunity to support clients through complex disputes, business decisions, regulatory issues, and long-term planning.
Client Solutions Representative, Imports CMA CGM (America) LLCClient Solutions Representative, ImportsNorfolk, VaWith its subsidiary CEVA Logistics, a world leader in logistics, and its air freight division CMA CGM AIR CARGO, the CMA CGM Group is continually innovating to offer its customers a complete and increasingly efficient range of new shipping, land, air and logistics solutions. Present in 160 countries through its network of more than 400 offices and 750 warehouses, the Group employs more than 155,000 people worldwide, including 4,000 in Marseilles where its head office is located.
Associate Director, Digital Marketing - $110K-$120K - NoVA Beacon Hill Staffing Group, LLCAssociate Director, Digital Marketing - $110K-$120K - NoVAFalls Church, VA, Virginia$110,000–$120,000 / yearFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Supervisor, Client Solutions CMA CGM (America) LLCSupervisor, Client SolutionsNorfolk, Va$65,000–$72,000 / yearWith its subsidiary CEVA Logistics, a world leader in logistics, and its air freight division CMA CGM AIR CARGO, the CMA CGM Group is continually innovating to offer its customers a complete and increasingly efficient range of new shipping, land, air and logistics solutions. Present in 160 countries through its network of more than 400 offices and 750 warehouses, the Group employs more than 155,000 people worldwide, including 4,000 in Marseilles where its head office is located.
Associate National Account Manager Company ConfidentialAssociate National Account ManagerRichmond, VAFull timeBuild and maintain strong working relationships with 7-Eleven Field Operations Advisors (FOAs) and field leadership teams to support executional alignment and account objectives. The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance.
Financial Services Associate Kforce Inc.Financial Services AssociateAlexandria, VA$20–$22Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewQuality Control Senior Associate HITT ContractingQuality Control Senior AssociateFalls Church, VAli>Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings for mid-sized to more complex projects. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
NewAssociate Account Manager - Pharma & Personal Care Ecolab Inc.Associate Account Manager - Pharma & Personal CareRichmond, VA$93,800–$140,600 / yearEcolab Life Sciences serves pharmaceutical manufacturers, cosmetics products manufacturers, pharmacies, and analytical laboratories with cleaning, sanitizing, and disinfection programs and validation support. To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: - Undergo additional background screens and/or drug/alcohol testing for customer credentialing.
NewSenior Associate, Pursuits HITT ContractingSenior Associate, PursuitsFalls Church, VADemonstrated experience leading federal proposal development from capture through final submission, including strategy development, annotated outlines, color team review management, and oversight of complex proposal production, is a plus. Collaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared.
Associate, Sustainable Construction HITT ContractingAssociate, Sustainable ConstructionFalls Church, VACollaborate with internal project managers, external consultants, and subcontractors to ensure timely execution of certification requirements; communicate questions, missing information, and risks early so issues can be resolved proactively. The Associate will support project teams in executing LEED and other green building certifications, contribute to corporate sustainability initiatives, and prepare for the evolving requirements of LEED v5.
NewQuality Control Associate HITT ContractingQuality Control AssociateFalls Church, VAp style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. Execute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings.
NewAssociate, People Analytics HITT ContractingAssociate, People AnalyticsFalls Church, VAp style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. The role reports to the Manager, Performance Management within the Human Resources department and will partner closely with our HRIS, HR Business Partner, and Enterprise Business Solutions teams.
NewAssociate, Pursuits HITT ContractingAssociate, PursuitsFalls Church, VACollaborate with project teams to develop interview presentation strategy; lead the development of interview materials including presentations, interview books, and handouts; direct presentation rehearsals and ensure the presentation team is well-prepared. This entry to mid-level marketing coordinator/pursuits associate leads the development of responses to RFQ/RFPs, interview presentations, and award submissions.
NewAssociate, Chief of Staff HITT ContractingAssociate, Chief of StaffFalls Church, VAp style="text-align:left">Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. This position requires strong attention to detail, the ability to manage multiple workstreams, and a proactive approach to connecting work across departments to ensure alignment and progress.
Senior Associate, Subcontractor Relationships HITT ContractingSenior Associate, Subcontractor RelationshipsFalls Church, VABachelor’s degree required; preferred fields of study include Marketing, Accounting, Risk Management, Construction Management, Business Administration, Supply Chain Management, or related discipline. The Senior Associate, Subcontractor Relations is a key member of HITT’s Legal & Compliance team, responsible for supporting the onboarding, engagement, risk management, and strategic relationship development of HITT’s trade partners nationwide.
NewBenefits Administration Services Associate Conduent HR Services, LLCBenefits Administration Services AssociateChesapeake, VA$16–$16p>Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time.
NewBenefits Administration Services Associate II Conduent HR Services, LLCBenefits Administration Services Associate IIChesapeake, VA$16–$16p>Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time.
Registered Client Associate Wells Fargo BankRegistered Client AssociateRichmond, Virginiali>May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateRichmond, VACustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Branch Service Manager/Sr. Registered Client Associate Royal Bank of CanadaBranch Service Manager/Sr. Registered Client AssociateLancaster, OregonOnboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details.
Advisor Development Program Client Associate Bank of America CorpAdvisor Development Program Client AssociateVienna, VAp>• Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk investments, and banking products while receiving appropriate guidance and escalating issues as needed • Provides excellent Client Service to the banks clients through educating them on all of the banks service and banking offerings • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor FA requests • Assists with ensuring practices are in alignment with the banks policies and procedures to support operational excellence, protect the banks clients, and manage risk • Identifies, deepens, and maintains client relationships through emphasizing the banks offerings and promoting incorporation of banking into day-to-day practices while communicating outputs to the FAs • Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs. • Displays confidence working as a self-starter in a sales role • Builds strong client relationships through effective communication and collaboration • Displays a proactive mindset and effective time management • Demonstrates a results-driven growth mindset and prioritizes client interests • Identifies appropriate client solutions through application of learnings and new information • Exceptional interpersonal and relationship building skills • Effective communication skills, written and verbal • Proven ability to quickly build trust and credibility • Proven ability to assess needs of and recommend appropriate solutions • Proven ability to work both collaboratively on a team with key partners and independently • Proven ability to listen and probe for clarity and understanding • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking • Strong follow-through skills • Computer/technical literacy and proficiency in applications such as Microsoft Suite.
Client Associate Royal Bank of CanadaClient AssociateVienna, VA$44,000–$66,000 / yearCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Client Associate D.A. Davidson & Co.Client AssociateWinchester, VAp>Primary Qualifications: Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Winchester, VA branch.
Registered Client Service Associate (Virginia Beach, VA) Oppenheimer & Co. Inc.Registered Client Service Associate (Virginia Beach, VA)Virginia Beach, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Registered Client Service Associate (Richmond,VA) Oppenheimer & Co. Inc.Registered Client Service Associate (Richmond,VA)Richmond, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web) Capital OneSenior Associate, Product Management - Client & Associate Platforms (Mobile & Web)Richmond, Virginiap style="text-align:inherit"/>Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. Senior Associate, Product Management - Client & Associate Platforms (Mobile & Web)Product Management at Capital One is a booming, vibrant craft that requires reimagining the status quo.Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateManassas, VAJob Description Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests Maintain accurate and complete CRM records Execute equity, ETF, mutual fund, and fixed income trades as directed Assist with portfolio rebalancing Monitor cash balances and distributions Gather and organize client financial data Prepare and update financial plans using planning software Run retirement, cash flow, and scenario analyses Prepare client-ready reports and presentations Ensure all documentation meets firm and regulatory requirements Maintain organized client files and audit-ready documentation Assist with supervisory reviews and compliance requests Adhere to FINRA, SEC, and firm policies and procedures Perform other duties, as assigned Key Skills & Competencies Strong attention to detail and accuracy Excellent organizational and time-management skills Professional communication (written and verbal) Analytical mindset Client-first attitude with high integrity Experience with financial planning software Experience with portfolio management or rebalancing tools Experience executing trades in client accounts Proficiency in Microsoft Office and CRM systems Education/Previous Experience Bachelor's degree preferred 3+ years of experience in wealth management or advisory support Licenses/Certifications SIE, Series 7 & 63/65 or 66 Insurance license McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. Education Bachelor's Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateNewport News, VirginiaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).Part Time Seasonal Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Seasonal Client Associate - Tyson''''s CornerVAThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.Part Time Seasonal Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaIf you want to learn more about them visit: Core Values | Topgolf. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.Part Time Seasonal Client Associate - Tyson's Corner Callaway GolfPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaFor more information, please visit https://www.callawaygolf.com. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.Part Time Seasonal Client Associate - Tyson's Corner Jack WolfskinPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, Virginiap>The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ROLES AND RESPONSIBILITIES. Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service.Part Time Seasonal Client Associate - Tyson's Corner TravisMathewPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.Brokerage Registered Client Service Associate - Richmond, VA Truist Financial CorpBrokerage Registered Client Service Associate - Richmond, VARichmond, VAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.Client Experience Associate PNC BankClient Experience AssociateSpringfield, Virginiap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience.Client Associate II Atlantic Union Bankshares CorpClient Associate IIMiddleburg, VAThe Client Associate II provides administrative support to the Trust Advisors and/or the Wealth Relationship Managers within Wealth Management. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.Client Service Associate Raymond James Financial IncClient Service AssociateAlexandria, VAAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.Part Time Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaIf you want to learn more about them visit: Core Values | Topgolf. We're focused on helping people worldwide improve their golf game which leads to healthy, active and social lifestyles.Part Time Client Associate - Tyson's Corner Callaway GolfPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaFor more information, please visit https://www.callawaygolf.com. Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.Part Time Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Client Associate - Tyson''''s CornerVAp>ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Our Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game.Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateVienna, VAOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.Registered Client Service Associate (Richmond,VA) Oppenheimer Holdings IncRegistered Client Service Associate (Richmond,VA)Richmond, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.Registered Client Service Associate (Virginia Beach, VA) Oppenheimer Holdings IncRegistered Client Service Associate (Virginia Beach, VA)Virginia Beach, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAp>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.Senior Associate, Client Service NFP CorpSenior Associate, Client ServiceReston, VA$70,000–$80,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.NewSIE Client Service Associate - Newport News, Virginia LPL FinancialSIE Client Service Associate - Newport News, VirginiaNewport News, VirginiaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.Part Time Client Associate - Tyson's Corner Jack WolfskinPart Time Client Associate - Tyson's CornerTysons Corner, Virginiap/>ROLES AND RESPONSIBILITIES. Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service. Sharing the same values we focus on having a positive impact through improved product innovations, more sustainable solutions and business practices as well as advocacy programs.12345678910Similar Job SearchesClient Manager JobsClient Representative JobsClient Service Associate JobsClient Services Manager JobsDirector Of Client Services Jobs
Registered Client Service Associate Raymond James Financial IncRegistered Client Service AssociateManassas, VAJob Description Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests Maintain accurate and complete CRM records Execute equity, ETF, mutual fund, and fixed income trades as directed Assist with portfolio rebalancing Monitor cash balances and distributions Gather and organize client financial data Prepare and update financial plans using planning software Run retirement, cash flow, and scenario analyses Prepare client-ready reports and presentations Ensure all documentation meets firm and regulatory requirements Maintain organized client files and audit-ready documentation Assist with supervisory reviews and compliance requests Adhere to FINRA, SEC, and firm policies and procedures Perform other duties, as assigned Key Skills & Competencies Strong attention to detail and accuracy Excellent organizational and time-management skills Professional communication (written and verbal) Analytical mindset Client-first attitude with high integrity Experience with financial planning software Experience with portfolio management or rebalancing tools Experience executing trades in client accounts Proficiency in Microsoft Office and CRM systems Education/Previous Experience Bachelor's degree preferred 3+ years of experience in wealth management or advisory support Licenses/Certifications SIE, Series 7 & 63/65 or 66 Insurance license McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. Education Bachelor's Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateNewport News, VirginiaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Part Time Seasonal Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Seasonal Client Associate - Tyson''''s CornerVAThe Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
Part Time Seasonal Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaIf you want to learn more about them visit: Core Values | Topgolf. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.Part Time Seasonal Client Associate - Tyson's Corner Callaway GolfPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaFor more information, please visit https://www.callawaygolf.com. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.Part Time Seasonal Client Associate - Tyson's Corner Jack WolfskinPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, Virginiap>The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ROLES AND RESPONSIBILITIES. Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service.Part Time Seasonal Client Associate - Tyson's Corner TravisMathewPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.Brokerage Registered Client Service Associate - Richmond, VA Truist Financial CorpBrokerage Registered Client Service Associate - Richmond, VARichmond, VAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.Client Experience Associate PNC BankClient Experience AssociateSpringfield, Virginiap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience.Client Associate II Atlantic Union Bankshares CorpClient Associate IIMiddleburg, VAThe Client Associate II provides administrative support to the Trust Advisors and/or the Wealth Relationship Managers within Wealth Management. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.Client Service Associate Raymond James Financial IncClient Service AssociateAlexandria, VAAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.Part Time Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaIf you want to learn more about them visit: Core Values | Topgolf. We're focused on helping people worldwide improve their golf game which leads to healthy, active and social lifestyles.Part Time Client Associate - Tyson's Corner Callaway GolfPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaFor more information, please visit https://www.callawaygolf.com. Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.Part Time Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Client Associate - Tyson''''s CornerVAp>ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Our Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game.Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateVienna, VAOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.Registered Client Service Associate (Richmond,VA) Oppenheimer Holdings IncRegistered Client Service Associate (Richmond,VA)Richmond, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.Registered Client Service Associate (Virginia Beach, VA) Oppenheimer Holdings IncRegistered Client Service Associate (Virginia Beach, VA)Virginia Beach, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAp>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.Senior Associate, Client Service NFP CorpSenior Associate, Client ServiceReston, VA$70,000–$80,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.NewSIE Client Service Associate - Newport News, Virginia LPL FinancialSIE Client Service Associate - Newport News, VirginiaNewport News, VirginiaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.Part Time Client Associate - Tyson's Corner Jack WolfskinPart Time Client Associate - Tyson's CornerTysons Corner, Virginiap/>ROLES AND RESPONSIBILITIES. Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service. Sharing the same values we focus on having a positive impact through improved product innovations, more sustainable solutions and business practices as well as advocacy programs.12345678910Similar Job SearchesClient Manager JobsClient Representative JobsClient Service Associate JobsClient Services Manager JobsDirector Of Client Services Jobs
Part Time Seasonal Client Associate - Tyson's Corner Callaway GolfPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaFor more information, please visit https://www.callawaygolf.com. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Part Time Seasonal Client Associate - Tyson's Corner Jack WolfskinPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, Virginiap>The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. ROLES AND RESPONSIBILITIES. Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service.
Part Time Seasonal Client Associate - Tyson's Corner TravisMathewPart Time Seasonal Client Associate - Tyson's CornerTysons Corner, VirginiaInspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.
Brokerage Registered Client Service Associate - Richmond, VA Truist Financial CorpBrokerage Registered Client Service Associate - Richmond, VARichmond, VAp>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Experience Associate PNC BankClient Experience AssociateSpringfield, Virginiap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience.
Client Associate II Atlantic Union Bankshares CorpClient Associate IIMiddleburg, VAThe Client Associate II provides administrative support to the Trust Advisors and/or the Wealth Relationship Managers within Wealth Management. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
Client Service Associate Raymond James Financial IncClient Service AssociateAlexandria, VAAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors.
Part Time Client Associate - Tyson's Corner Toptracer TechnologiesPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaIf you want to learn more about them visit: Core Values | Topgolf. We're focused on helping people worldwide improve their golf game which leads to healthy, active and social lifestyles.
Part Time Client Associate - Tyson's Corner Callaway GolfPart Time Client Associate - Tyson's CornerTysons Corner, VirginiaFor more information, please visit https://www.callawaygolf.com. Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO.
Part Time Client Associate - Tyson''''s Corner Callaway Golf CoPart Time Client Associate - Tyson''''s CornerVAp>ABOUT THE BRAND: Callaway Golf Company is a premium golf equipment, gear and apparel company with a portfolio of global brands, including Callaway Golf, Odyssey, TravisMathew, and OGIO. Our Mission: To create demonstrably superior and pleasingly different products powered by innovative technology and premium craftsmanship enabling golfers of all abilities to play their best and find more joy in the game.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateVienna, VAOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Registered Client Service Associate (Richmond,VA) Oppenheimer Holdings IncRegistered Client Service Associate (Richmond,VA)Richmond, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Registered Client Service Associate (Virginia Beach, VA) Oppenheimer Holdings IncRegistered Client Service Associate (Virginia Beach, VA)Virginia Beach, VAWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Client Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA) Atlantic Union Bankshares CorpClient Service Associate - West Financial Services - Registered Investment Advisor (McLean, VA)McLean, VAp>The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and maintenance of client transactions and activity; and execution of client and WFS tasks such as asset transfers, preparation of reports and general support of portfolio and investment strategies. Account Administration: Works with the client to open and fund accounts, using electronic processes whenever possible; ensuring that all required documentation is received and processed without error.
Senior Associate, Client Service NFP CorpSenior Associate, Client ServiceReston, VA$70,000–$80,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
NewSIE Client Service Associate - Newport News, Virginia LPL FinancialSIE Client Service Associate - Newport News, VirginiaNewport News, VirginiaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Part Time Client Associate - Tyson's Corner Jack WolfskinPart Time Client Associate - Tyson's CornerTysons Corner, Virginiap/>ROLES AND RESPONSIBILITIES. Instill an approachable and efficient sales and service focus on the floor to achieve sales goals and deliver exceptional service. Sharing the same values we focus on having a positive impact through improved product innovations, more sustainable solutions and business practices as well as advocacy programs.