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
- ...Position Office Manager/Registered Client Service Associate Location Richmond, VA Job Id 343 # of Openings 1 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...SuggestedFull timeWork at officeLocal area
$80k - $120k
...Job Description Registered Client Service Associate Branch Office Manager ProspectBlue is partnering with a growing and highly respected wealth management firm in Richmond Virginia to... ...supervisory support within a fast-paced advisory environment. This is an...SuggestedFull timeWork 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
- ...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
$90.3k - $165.4k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...tax compliance and/or advisory services. Responsibilities... ...and client trust officers to gather required...SuggestedSummer holidayFlexible 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 -Richmond, VAApplylocations: Richmond, Virginia - United Statestime type:... ..., as well as the ability to organize, manage, and track multiple, detailed tasks and... ...to the financial advisors and branch office.* With a high level of organization and...Work experience placementWork at office
- ...Position Summary Client Service Associates help shape the future of service by modernizing the client... ...firm initiatives directed by local management Regularly seek opportunities to use firm... ...skills and knowledge of Microsoft Office products Exceptional writing, interpersonal...Work at officeLocal area
- ...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
$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- ...insurance solutions. With ten offices nationwide, the firm... ...Summary: Winged Keel Group’s Client Services department focuses on delivering... ..., premium invoicing, task management, and the preparation of client... ...Client Services Senior Associate will use his or her knowledge...Full timeWeekend workAfternoon shift
$108k - $175k
...About the job Tax Manager / Senior Manager - Private Client Services Pay: $108,000.00 - $175,000.00 per year... ..., growth-oriented CPA and advisory firm where you can work on sophisticated... ...hybrid schedule with several in-office days, especially at the start. For...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
$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...Hourly paySeasonal workRemote workFlexible hours- ...Tax Senior Manager - Private Client Services Job Category: Tax & Consulting Services Requisition Number: TAXSE001211 Posted: January 6, 2026 Full-Time Keiter Glen Allen, VA 23060, USA Description Tax Senior Manager - Private Client Services Due to...Full time
- ...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
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$112.7k - $206.5k
...A global professional services firm is hiring a FAAS Manager to address complex finance and controllership issues. This role involves consulting with clients, collaborating across service lines, and managing performance in a flexible work environment. Ideal candidates...Flexible hours- ...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 at office
$68k - $80k
...Office Manager D Logistics is a dynamic, entrepreneurial logistics company globally headquartered in France with our US headquarters... ...functional coordination efforts Minimum Qualifications ~ Associate degree or equivalent combination of education and relevant...Work at officeShift workDay shift- ...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...
- ...Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the...Full timeFlexible hours
$60k - $70k
...Genius Exteriors is looking for a Project Manager in Richmond, Virginia, to manage all... ...management experience and excellent customer service skills. Responsibilities include conducting... ...met, and maintaining relationships with clients and suppliers. The position offers a...$50k - $60k
Diakon Logistics, Inc. is seeking an Office Manager in Sandston, Virginia, to oversee daily operations, manage vendor relations, and support... ...three years of experience in administrative or customer service roles, preferably in logistics. The position offers a competitive...Work at office- ...Virginia Credit Union is seeking an Investment Consultant for the Wealth Management Team in the Richmond area. The role involves establishing... ...experience, along with strong communication and customer service skills. This position offers a comprehensive benefits package...
$48.4k - $86k
A financial services staffing agency is seeking a WFA Regional Supervisor 1 in Glen Allen, VA. This full-time role involves supporting branches with compliance monitoring and client transaction approvals. Successful candidates will have at least 1 year of experience in...Full timeWork at office- ...collaborates closely with Executive Leadership, Marketing, and Client Services, and plays a central role in refining and scaling our go-to-... ...that highlight MARKETview’s unique value in enrollment management. Lead and manage all stages of the business development process...Full timeLocal areaWork visaShift work
- ...Account Manager ICANotes was founded in 1999. We work with all clinical disciplines in both outpatient and inpatient settings to deliver... ...team while helping ICANotes continue to expand and enhance client success efforts. The scope of the position may grow over time,...Full timeTemporary workRemote workFlexible hours
- ...we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week... .... PRIMARY PURPOSE Support the management and duties of store operations to meet financial... ...all Front End operations including Service Center, Self-Checkout and Food Lion To-...Local areaFlexible hours
- ...Business Office Manager - Large Senior Living Community We are seeking a Business Office Manager... ...coupled with first class customer service and interpersonal skills is what makes... ...their HR duties Qualifications Minimum of Associates degree in business or accounting. Prefer...Work at officeLocal areaHome office
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