Seasonal Client Services Coordinator Sparks GroupSeasonal Client Services CoordinatorWinchester, VAJob Summary/Company : Sparks Group has partnered with a well-known CPA and Consulting firm in the Winchester area that is seeking a Client Services Coordinator for a 2-month contract opportunity Do you have at least 5 years of experience communicating with clients and handling administrative functions? Responsibilities : Manage the full cycle of tax document distribution, including coordinating the mailing of tax return organizers and engagement letters.
NewStaffing and Client Services Director Visiting AngelsStaffing and Client Services DirectorWaynesboro, VA$50,000–$60,000 / yearJOB DESCRIPTION: The Manager of Staffing is a dual role, requiring a strategic approach to matching caregivers to clients based on numerous factors, as well as mentoring Caregiver with their cases, and to some extent, lives. Maintain positive relationships with all clients and their families, prospective clients, caregivers, prospective employees, fellow team members and referral sources.
NewClient Solutions Representative, Premium CMA CGM (America) LLCClient Solutions Representative, PremiumNorfolk, VaBusiness-to-business sales or relationship management Proficiency with customer relationship management (CRM) software, logistics management systems, and other relevant technology platforms used in the logistics industry Experience in handling and resolving conflicts, both with customers and within teams, to maintain a positive working environment and customer satisfaction. With 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.
NewClient Solutions Representative, PPS CMA CGM (America) LLCClient Solutions Representative, PPSNorfolk, 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.
NewLitigation Associate JobotLitigation AssociateFairfax, 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.
Retail Customer Service Associate FedExRetail Customer Service AssociateSpringfield, Virginia$17–$19.98 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Client Advisor Hendrick Automotive Group CorporateClient AdvisorRichmond, VirginiaFull timeThe position also may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance.
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.
Senior Associate, Pursuits HITT ContractingSenior Associate, PursuitsFalls Church, VA$77,000–$112,000 / yearDemonstrated 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.
NewQuality Control Senior Associate HITT ContractingQuality Control Senior AssociateFalls Church, VA$77,000–$112,000 / yearExecute 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. Active certification with the Army Corps of Engineers- Construction Quality Management for Contractors or an inactive certification that needs to be refreshed within 3 months of hire.
Associate, Pursuits HITT ContractingAssociate, PursuitsFalls Church, VA$67,000–$87,000 / yearCollaborate 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.
Tax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementVirginia Beach, VAWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewTax Senior Associate, Private Equity KPMGTax Senior Associate, Private EquityVirginia Beach, VA$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamMcLean, VAResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewSenior Associate, Tax - Project Management KPMGSenior Associate, Tax - Project ManagementMcLean, VAResponsibilities: Support client engagement teams and other stakeholders in the initiation, planning, design, execution, monitoring, controlling and closure of complex engagements including but is not limited to monitoring project progress, managing changes to project scope, schedule, budget, tracking key performance indicators and creating reports and presentations to be delivered to relevant clients and/or stakeholders. Excellent organizational, presentation, communication, meeting facilitation skills, analytical ability, strong judgment skills, supervisory skills and the ability to work effectively with project team members, project sponsors, functional leads, senior management and clients.
NewTax Senior Associate - Renewable Energy KPMGTax Senior Associate - Renewable EnergyMcLean, VAAdvise clients on a broad range of renewable energy tax matters, including tax equity partnerships, transferable tax credits, project acquisitions and dispositions, partnership restructurings, and other transactions related to the Inflation Reduction Act. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Entry Level Sales Associate Lomenick AgencyEntry Level Sales AssociatePETERSBURG, VAAt the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Sales Associate, you play a pivotal role in helping families protect their assets and secure their futures.
NewQuality Control Associate HITT ContractingQuality Control AssociateFalls Church, VA$70,000–$100,000 / yearExecute four phases of control (Planning, Preparatory, Initial and Inspections) for each FOW with the subcontractors, vendors, and client(s) and perform all required meetings. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
NewRoute Sales Associate - SBE AramarkRoute Sales Associate - SBEHarrisonburg, VAEnsure products are loaded and unloaded in a safe manner, proper items and quantities of merchandise are delivered on their regularly scheduled day, merchandise is stocked, products are rotated, and all equipment is maintained and cleaned. Obtains customer information by engaging in ongoing conversations with key decision-makers firsthand and utilizes the obtained information to improve the customer product offerings and services.
Travel ICU Registered Nurse - $2,462 per week Prime StaffingTravel ICU Registered Nurse - $2,462 per weekMechanicsville, VALicensing/Certification Current RN license in state they are working or covered by compact (required) BLS Basic Life Support or ACLS Advanced Cardiac Life Support (preferred at hire, must obtain from approved source prior to direct patient care, ACLS required within 6 months of hire); PALS Pediatric Advanced Life Support (preferred at hire, required in lieu of BLS/ACLS for Pediatric Units, must obtain from approved source prior to direct patient care) TNCC Trauma Nursing Core Course (preferred) CCRN Critical Care Registered Nurse (preferred) PCCN Progressive Care Certified Nurse (preferred) RN-BC Registered Nurse - Board Certified (preferred) TCRN Trauma Certified Registered Nurse (preferred) National Institute of Health (NIH) Stroke Certification (preferred) Education Bachelor of Science Nursing (preferred) Work Experience 1 year of RN experience (required) 6 months RN experience in a Med/Surg, Critical Care, Stepdown, or Emergency Department Unit (preferred) Training EPIC Electronic Health Record (EHR) training (preferred) Critical Care Course (preferred) Skills Assigns patient care according to the nursing skill, knowledge, and scope of practice of staff. Minimum 2 years recent ICU experience required; 3 years strongly preferredMust have experience with ventilators, sedation, and titrating vasoactive drips/pressorsNeuro background preferredExperience with Impella, CRRT, and cardiac surgery patients preferredCopy of nursing diploma required for point-of-care testing accessCertifications Required: BLS, ACLS, NIHSSSchedule: 12-Hr Days, every other weekend/major holiday requiredInterview Process: ITO InterviewUnit Specific DetailsUnit: 24-Bed High-Acuity Intensive CarePatient Population:Sepsis, CVA, pneumonia, ARDS, respiratory failure, heart failure, renal failure, overdose, CIWA, and mixed critical care population (predominantly older adults).Skill
NewTravel NICU Registered Nurse - $2,599 per week Prime StaffingTravel NICU Registered Nurse - $2,599 per weekRichmond, VALicensing/CertificationCurrent RN License in the state in which they are working or covered by compact (required)BLS Basic Life Support or PALS Pediatric Advanced Life Support?(preferred at hire, must obtain from approved source prior to direct patient care, PALS required within 6 months of hire based on departmental requirements)RN-BC Pediatric Nursing Certification (preferred)CPN Certified Pediatric Nurse (preferred)EducationBachelor of Science Nursing (preferred)Work Experience1 year of RN experience (required)Recent Medical/Surgical, NICU, Pediatric, OB, ED or critical care experience (preferred)TrainingEPIC Electronic Health Record (EHR) training (preferred)LanguageNonePatient PopulationDemonstrates the knowledge and skills necessary to provide care appropriate to the age of the patients served on his or her assigned unit. 34-66%Additional Physical Requirements/HazardsManual dexterity (eye/hand coordination)Perform shift workManeuver weight of patientsHear alarms/telephoneReach above shoulderRepetitive arm/hand movementsFinger DexterityColor VisionAcuity - farAcuity - nearDepth perceptionUse of Latex productsExposure to toxic/caustic/chemicals/detergentsExposure to moving mechanical partsExposure to dust/fumesExposure to potential electrical shockExposure to x ray/electromagnetic energyExposure to high pitched noisesGaseous risk exposure ?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????SkillsAssigns patient care according to the nursing skill, knowledge, and scope of practice of staff.
Travel Postpartum Registered Nurse - $2,326 per week Prime StaffingTravel Postpartum Registered Nurse - $2,326 per weekMechanicsville, VAWorking ConditionsPeriods of high stress and fluctuating workloads may occurMay be exposed to physical altercations and verbal abuseMay be required to use physical restraintsMay be exposed to high noise levels and bright lightsMay be exposed to limited hazardous substances or body fluids.*May be exposed to human blood and other potentially infectious materials*May have periods of constant interruptions*Individuals in this position are required to exercise universal precautions use personal protective equipment and devices and learn the policies concerning infection controlPhysical RequirementsLifting/Carrying (0-50 lbs.): 34-66%Lifting/Carrying (50-100 lbs.): 34-66%Push/Pull (0-50 lbs.):34-66%Push/Pull (50-100 lbs.): 34-66%Stoop/Kneel: 1-33%Crawling: 1-33%Climbing: 1-33%Balance: 1-33%Bending: 1-33%Sitting: 34-66%Walking: 34-66%Standing: 34-66%Additional Physical Requirements/HazardsManual dexterity (eye/hand coordination)Perform shift workManeuver weight of patientsHear alarms/telephoneReach above shoulderRepetitive arm/hand movementsFinger DexterityColor VisionAcuity-farAcuity-nearDepth perceptionUse of Latex ProductsExposure to toxic/caustic/chemicals/detergentsExposure to moving mechanical partsExposure to dust/fumesExposure to potential electrical shockExposure to xray/electromagnetic energyExposure to high pitched noisesGaseous risk exposurePatient PopulationDemonstrates the knowledge and skills necessary to provide care appropriate to the age of the patients served on his or her assigned unitDemonstrates knowledge of the principles of growth and development of the life span and possesses the ability to assess data reflective of the patient's status and interprets the appropriate information needed to identify each patient's requirements relative to his or her age, specific needs and to provide the care needed as described in the departmental policies and procedures. Licensing/CertificationCurrent RN license in the state in which they are working or covered by compact (required)BLS Basic Life Support (preferred upon hire, must obtain from approved source prior to direct patient care; ACLS Advanced Cardiac Life Support acceptable in lieu of BLS)NRP Neonatal Resuscitation Program (preferred at hire, must obtain within 3 months of hire)Electronic Fetal Monitoring Certification-National Certification Corporation (preferred if interpreting fetal monitoring)Inpatient OB Certification-National Certification Corporation (preferred)Maternal Newborn Nursing Certification- National Certification Corporation (preferred)Neonatal Intensive Care Certification - National Certification Corporation (required for critical care transport NICU teams within 2 years of hire)Low Risk Neonatal Nursing Certification - National Certification Corporation (preferred)Care of the Extremely Low Birth Weight Neonate Certification - National Certification Corporation (preferred)EducationBachelor of Science in Nursing (preferred)Work Experience1 year of RN experience (required)Recent OB, ED or critical care experience (preferred)TrainingEpic Electronic Health Record (EHR) (preferred)SkillsAssigns patient care according to the nursing skill, knowledge and scope of practice of staff.
Travel PCU RN - $1,977 per week ARMStaffingTravel PCU RN - $1,977 per weekDanville, VAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Travel Labor & Delivery RN - $2,301 per week ARMStaffingTravel Labor & Delivery RN - $2,301 per weekRichlands, VAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewTravel Med Surg RN - $1,827 per week ARMStaffingTravel Med Surg RN - $1,827 per weekRichlands, VAAllied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel. We accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff.
Travel L&D RN - $2,079 per week ARMStaffingTravel L&D RN - $2,079 per weekRichmond, VAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Travel Interventional Radiology RN - $2,818 per week ARMStaffingTravel Interventional Radiology RN - $2,818 per weekRichmond, VAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Travel L&D RN - $2,336 per week ARMStaffingTravel L&D RN - $2,336 per weekRichmond, VAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewLicensed Clinical Psychologist (No Associates) - Remote Rula HealthLicensed Clinical Psychologist (No Associates) - RemoteGladstone, VARemoteBy taking care of all the new client marketing and administrative heavy-lifting, we allow providers at Rula to focus on what they do best; helping clients get better. About Rula Rula is a comprehensive behavioral health solution that works with a network of licensed clinicians to deliver high-quality care to individuals, couples, and families.
NewTravel Registered Respiratory Therapist - $1,953 per week ARMStaffingTravel Registered Respiratory Therapist - $1,953 per weekBlacksburg, VAWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Registered Client Service Associate Davenport & Co LLCRegistered Client Service AssociateFredericksburg, VA$67,000–$87,000 / yearAs a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location.
["Registered Client Service Associate","Registered Client Service Associate"] Morgan Stanley["Registered Client Service Associate","Registered Client Service Associate"]RichmondOur 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. ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Registered Client Service Associate Davenport & Co.Registered Client Service AssociateFredericksburg, VirginiaREGISTERED CLIENT SERVICE ASSOCIATE Location: Fredericksburg, VA Hiring Range: $67,000 – 87,000 OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Fredericksburg team. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.
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.
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 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, VAOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
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.
Brokerage Registered Client Service Associate - Richmond, VA Truist Financial CorpBrokerage Registered Client Service Associate - Richmond, VARichmond, VAGeneral 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.
Executive Client Service Associate Financial EnginesExecutive Client Service AssociateFairfax, VA$73,000–$102,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
NewExecutive Client Service Associate Edelman Financial EnginesExecutive Client Service AssociateFairfax, VirginiaRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Executive Client Service Associate Edelman Financial Engines LLCExecutive Client Service AssociateFairfax, VA$73,000–$102,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate (Unregistered) Davenport & Co LLCClient Service Associate (Unregistered)Virginia Beach, VA$49,000–$68,000 / yearAs a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location.
Client Service Associate Financial EnginesClient Service AssociateAlexandria, VARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate (Unregistered) Davenport & Co.Client Service Associate (Unregistered)Richmond, VirginiaCLIENT SERVICE ASSOCIATE (UNREGISTERED) Location: Richmond, VA Hiring Range: $52,000 - $72,000 OVERVIEW: Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Richmond team. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.
Financial Services Client Associate LD&B Insurance ServicesFinancial Services Client AssociateWaynesboro, Virginia$21.61–$25.69Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
Client Service Associate Cerity PartnersClient Service AssociateNorfolk, VirginiaThe Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateAlexandria, VARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Services Associate / Travel HB TravelsClient Services Associate / TravelRoanoke, VirginiaRemoteIn this role, you will be responsible for assisting clients with their travel needs, handling inquiries, and ensuring smooth booking processes from start to finish. We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support.