Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Office Manager & Client Services Associate - Wealth Advisory in Richmond, VA vacancy
  •  ...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... 
    Suggested
    Full time
    Work at office
    Local area

    Continuum Advantage

    Richmond, VA
    2 days ago
  • $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... 
    Suggested
    Full time
    Work at office

    Prospect Blue

    Richmond, VA
    11 days ago
  •  ...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,... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Royal Bank of Canada

    Richmond, VA
    more than 2 months ago
  •  ...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... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Richmond, VA
    6 days ago
  • $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... 
    Suggested
    Summer holiday
    Flexible hours

    EY

    Richmond, VA
    5 days ago
  •  ...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 office
    Flexible hours

    CSC Leasing

    Richmond, VA
    4 days ago
  • ## 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 placement
    Work at office

    Fwainvest

    Richmond, VA
    1 day ago
  •  ...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 office
    Local area

    Morgan Stanley

    Richmond, VA
    1 day ago
  •  ...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 pay
    Full time
    Local area

    Davenport & Company

    Richmond, VA
    2 days ago
  • $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 office
    Local area
    Remote work

    Caliber Recruiting Group

    Richmond, VA
    6 days ago
  •  ...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 time
    Weekend work
    Afternoon shift

    Winged Keel Group

    Richmond, VA
    a month ago
  • $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 time
    Private practice
    Work at office
    Remote work
    Relocation package
    Flexible hours

    Orion Placement

    Glen Allen, VA
    3 days ago
  •  ...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 area
    Flexible hours

    Keiter

    Glen Allen, VA
    1 day ago
  • $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 pay
    Seasonal work
    Remote work
    Flexible hours

    Ernst & Young Oman

    Richmond, VA
    2 days ago
  •  ...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

    Keiter

    Glen Allen, VA
    5 days ago
  •  ...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 placement
    Work at office

    Atlantic Union Bank

    Glen Allen, VA
    3 days ago
  •  ...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... 

    Chase

    Henrico, VA
    3 days ago
  • $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

    Ernst & Young Oman

    Richmond, VA
    2 days ago
  •  ...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

    Atlantic Union Bank

    Glen Allen, VA
    9 days ago
  • $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 office
    Shift work
    Day shift

    ID Logistics

    Henrico, VA
    6 days ago
  •  ...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... 

    Keiter Stephens Hurst Gary & Shreaves PC

    Glen Allen, VA
    5 days ago
  •  ...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 time
    Flexible hours

    Royal Bank of Canada

    Richmond, VA
    1 day ago
  • $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... 

    Home Genius Exteriors

    Richmond, VA
    1 day ago
  • $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

    Diakon Logistics, Inc.

    Sandston, VA
    3 days ago
  •  ...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... 

    Virginia Credit Union

    Richmond, VA
    1 day ago
  • $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 time
    Work at office

    North Star Staffing Solutions, Inc.

    Glen Allen, VA
    1 day ago
  •  ...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 time
    Local area
    Work visa
    Shift work

    MARKETview

    Richmond, VA
    1 day ago
  •  ...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 time
    Temporary work
    Remote work
    Flexible hours

    ICANotes LLC

    Richmond, VA
    5 days ago
  •  ...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 area
    Flexible hours

    Food Lion

    Mechanicsville, VA
    5 days ago
  •  ...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 office
    Local area
    Home office

    Clayton Oaks Living

    Richmond, VA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Office Manager & Client Services Associate - Wealth Advisory. Be the first to apply!