Office Manager & Client Services Associate - Wealth Advisory
Continuum Advantage
Continuum Advantage is seeking a full-time Office Manager/Registered Client Service Associate in Richmond, VA, to support financial advisors and deliver exceptional client service. This critical role includes managing office operations, ensuring accurate client records, and assisting with client onboarding. The ideal candidate should have a Bachelor’s degree, 3-5 years of relevant experience, and proficiency in Microsoft Office. We offer a competitive salary, bonuses, and comprehensive benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr Continuum Advantage
$55k - $70k
...financial planning firm in Richmond, Virginia is seeking a Client Service Associate to support advisors and ensure outstanding client experiences... ...range of $55,000-$70,000 and benefits including 401(k) and health insurance. #J-18808-Ljbffr Bluespring Wealth Partners, LLCSuggested- ...Registered Client Service Associate Registered Client Service Associates provide... ...Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...other duties directed by local management Administrative Support... ...Assisting with general in-office support functions such as copying...SuggestedWork at officeLocal area
- ...planning firm is seeking a Client Services Associate in Richmond, Virginia. This... .... Responsibilities include managing client inquiries, processing... ...proficiency in Microsoft Office. Offering competitive salary... ...reimbursement opportunities. #J-18808-Ljbffr Bluespring Wealth PartnersSuggestedWork at office
$55k - $70k
...bout Us Curo Private Wealth/Fiduciary Edge... ...planning and investment management firm with offices in Richmond, Virginia... ..., Maryland, serving clients across the United States... ...deliver world-class service to each and every... ...The Client Service Associate is a key point of contact...SuggestedWork at office- ...Description What is the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will embrace our core values and... ...and accurately transmitted to the Complex main office and Minneapolis following all required branch,...SuggestedFull timeWork at officeFlexible hours
- ...Client Services Associate The Client Services Associate plays a critical support role in CSC's client... .... By partnering closely with Account Management and Procurement teams, this position... .... Proficiency in Microsoft Office Suite, including Excel. Communication...Work at officeFlexible hours
- ...Client Service Associate Location: Richmond, VA Department: Retail Sales Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Retail Sales team. This full-time, hourly position will either: support a dedicated team of...Hourly payFull timeLocal area
- ...Sage Wealth Advisors located in Richmond Virginia a growing wealth advisory firm is seeking a full-time detail-oriented and client-focused Office Manager/Registered Client Service Associate to support our financial advisors and deliver exceptional service to our...Full timeWork at officeLocal area
- Registered Client Service Associates help shape the future of service by modernizing the client experience... ...firm initiatives directed by local management Regularly seek opportunities to use... ...skills and knowledge of Microsoft Office products Team player with the ability...Work at officeLocal area
- ...insurance solutions. With ten offices nationwide, the firm... ...Summary Winged Keel Group’s Client Services department focuses on delivering... ...reporting, premium invoicing, task management, and the preparation of... ...successful Client Services Senior Associate will use his or her...Weekend workAfternoon shift
$125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle... ...development needs and recruit/ onboard Associates and Senior Associates; mentor and... ...and/or consultative or business advisory experience preferred. CPA...Work at office- Location RVA Wealth Management, Glen Allen, VA Type Full-time, in-office Position Summary This role sits... ...the center of the firm’s client experience and daily... ...operations, blending client service, administrative... ...medical plans Parental Leave #J-18808-Ljbffr RFG AdvisoryFull timeTemporary workWork at office
- LHH is seeking a Client Services Associate in Richmond, VA. This direct hire role is ideal for candidates with administrative experience and finance... ...include preparing correspondence, supporting account management, and monitoring client communication. Skills required are...Full time
$136k - $165k
Tax Experienced Manager, Private Client Services Job Description Job Summary... ...families, family offices, C‑Suite executives,... ...Responsibilities: Supervises associates and senior... ...assurance, tax and advisory services for a diverse... ...to grow their wealth over time as their shares...Private practiceWork at office- Morgan-Stanley is seeking a Registered Client Service Associate in Richmond, Virginia. This role involves delivering exceptional client support and assisting Financial Advisors with client account management. The successful candidate will be detail-oriented with strong...
- A well-established CPA and advisory firm in Glen Allen, Virginia is seeking a Manager/Senior Manager to oversee complex tax engagements for high net worth clients. This role offers a hybrid work arrangement and a strong focus on building client relationships and mentoring...
$130k - $170k
...top rated locally based CPA and advisory services firm (CAAS) looking for a talented Tax Manager to join their growing firm in... ...well as supervision of junior tax associates in a high paced environment,... ...accounting environment, CPA type office, or local accounting and...Work at officeLocal areaRemote work$108k - $175k
...High Net Worth Tax Manager Pay: $108,000.00 - $175,0... ...growth-oriented CPA and advisory firm where you can work... ...matters and build deeper client relationships. Step... ...growing private client services practice. Enjoy... ...schedule with several in-office days, especially at the...Full timePrivate practiceWork at officeRemote workRelocation packageFlexible hours- ...State and Local Tax specialist to lead their SALT practice. The role emphasizes strong technical skills, relationship building with clients, and the ability to work in a collaborative environment. Applicants should have a CPA License and extensive experience in public...Local areaFlexible hours
$130k - $180k
As an Accounting Advisory Manager, you will: Support the performance... ...in discussions with clients, and assist with... ...for expanded services Developing outside relationships... ...with Microsoft Office products including... ...developing less experienced associates What you can expect...Work experience placementWork at officeLocal area- ...Job Description Job Description Tax Manager - High Net Worth Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing in private client...
- ...Job Description Job Description Tax Senior Manager - Private Client Services Due to recent growth in our Private Client Services group, Keiter is seeking a dynamic and client service-oriented individual to join our practice as a Tax Senior Manager specializing...
- Client Support Associate, Employee Health & Benefits Award-winning, inclusive, Top... ...possibilities. With offices across North America, we combine the personalized service model of a local consultant... ...the guidance of the Client Manager, Strategic, and/or Consultant...Permanent employmentWork experience placementWork at officeLocal areaFlexible hoursNight shift
- Senior Office Services Site ManagerSkip to main content#Senior Office Services Site Manager page is loaded## Senior Office Services Site ManagerApplyremote type: Onsitelocations... ..., and valuable insights, empowering our clients to excel in what they do best.# The Senior Client...Work at office
- Heritage Wealth Advisors seeks a Director of Operations to lead client account servicing and custody operations. This senior leadership role is pivotal in optimizing workflows and ensuring exceptional client experiences. The ideal candidate has over 10 years of experience...
- ...Registered Client Assistant III--Wealth Management This position is responsible for acting as a liaison between... ..., Financial Advisors, and back-office operations. Individual performs a variety... ...client experience. Maintain and service client needs for both brokerage and...Work experience placementWork at office
$49.54k - $74.32k
...Registered Client Assistant II (Hybrid--Richmond, VA) Wealth Management This position is responsible for acting as a liaison... ..., Financial Advisors, and back-office operations. Individual performs... ...client experience. Maintain and service client needs for both brokerage...Work experience placementWork at office$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services in Richmond, Virginia. This remote role involves reviewing complex individual tax returns and partnership tax compliance for high-net-worth clients. Candidates must hold a valid CPA...Remote jobHourly paySeasonal workFlexible hours$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within... ..., families, family offices, C‑Suite executives, athletes... ...Job Summary A Tax‑Experienced Manager, Private Client Services is... ...Responsibilities Supervises associates and senior associates on all...Work at office$90 - $120 per hour
EY is hiring a Seasonal Tax Manager for their Private Client Services team in Richmond, Virginia. This role involves handling complex tax planning and compliance for privately held companies and high-net-worth individuals. Responsibilities include reviewing tax returns...Remote jobHourly paySeasonal work
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