Finance-Savvy Client Services Associate
LHH
LHH is seeking a Client Services Associate in Richmond, VA. This direct hire role is ideal for candidates with administrative experience and finance industry knowledge. Responsibilities include preparing correspondence, supporting account management, and monitoring client communication. Skills required are multitasking and organizational expertise. The position offers full-time hours and a benefits package including medical and 401K. Join a growing team in a dynamic environment. #J-18808-Ljbffr LHH
- 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...Suggested
- 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...SuggestedFull timeWork at office
- POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...SuggestedWork at officeLocal area
$55k - $70k
A financial planning firm in Richmond, Virginia is seeking a Client Service Associate to support advisors and ensure outstanding client experiences. The successful candidate will handle client communications, process accounts, and maintain organized records. This role...Suggested- Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of...SuggestedWork at officeLocal area
- ...Insurance portfolios. Position Summary Winged Keel Group’s Client Services department focuses on delivering best in class service to our... ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client service...Weekend workAfternoon shift
$55k - $70k
...Virginia and Rockville, Maryland, serving clients across the United States. We are women-... ...team works hard to deliver world-class service to each and every client. Lead with Purpose... ...with Impact. The Client Service Associate is a key point of contact for clients and...Work at office- Position Office Manager/Registered Client Service Associate Location Richmond, VA Job Id 343 # of Openings 1 Sage Wealth Advisors, located... ...Qualifications Bachelor’s degree or equivalent experience in finance, business, or a related field 3‑5 years of experience in...Full timeWork at officeLocal area
- 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 inclusive culture, becoming a trusted resource to clients, advisors, and the branch team. In these roles, you will...Full timeWork at officeFlexible hours
- A leading financial planning firm is seeking a Client Services Associate in Richmond, Virginia. This entry-level position focuses on delivering exceptional client experiences through proficient communication and operational support. Responsibilities include managing client...Work at office
- ...Administrator. This position provides essential support to clients and ensures a positive experience through effective... ...including medical coverage and a 401(k) plan. Ideal candidates possess strong client service skills and are tech-savvy. #J-18808-Ljbffr Edward JonesFull timeWork at office
- ...Client Investment Associate LHH Recruitment Solutions is searching for an Investment Associate, for a permanent position, on the Southside of... ...account transactions, money movement requests, and general service needs Maintain organized client files and ensure data...Permanent employmentWork at office
$142.6k - $261.5k
...working world. The opportunity EY's Oracle Services practice is a national consulting practice... ...and Cloud ERP technologies, we provide clients with leading practices, methodologies, and scalable solutions to enable Finance transformation and digital innovation. Our...Summer holidayRemote workFlexible hours- ...Facility Solutions is currently seeking an Account Manager Associate to join our team. As a key part of our organization, you will manage client accounts, build strong relationships, and ensure outstanding service delivery to meet and exceed customer expectations. Key...For contractorsWork at office
- ...newly created role of Manager, Accounting Services , reporting directly to the Director of... ...locations in the US and Canada in Finance, Procurement, Business Operations, and accounting... ..., and Transportation. We help our clients deliver vital services more efficiently...Full timeContract workPart timeWork experience placementWork at officeLocal areaFlexible hours
- City Wide Facility Solutions is seeking an Account Manager Associate in Richmond, Virginia. You will manage client accounts, ensure service delivery, and collaborate with internal teams. The ideal candidate has 1-3 years of experience in account management or sales. Proficiency...Work at office
$142.6k - $261.5k
...world. The opportunity EY's Oracle Services practice is a national consulting... ...lifecycle initiatives. We also provide our clients with experience in leading practices, methods... ...and communicate effectively with finance and technology senior and middle management...Summer holidayRemote workFlexible hours$108k - $175k
...work on sophisticated high net worth tax matters and build deeper client relationships. Step into a visible role with strong client... ..., and room to make an impact in a growing private client services practice. Enjoy meaningful work with affluent individuals, trusts...Full timePrivate practiceWork at officeRemote workRelocation packageFlexible hours$90k - $110k
...Tax Services Manager Comp: $90,000-$110,000 plus 15% discretionary yearly bonus Location... ...and preparation services for wealth clients on behalf of HUB Investment Partners, a... ...Licensing: Bachelor's degree, Accounting or Finance CPA or EA preferred Active PTIN...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...
- Winged Keel Group in Richmond, Virginia, is seeking a Client Services Senior Associate to ensure exceptional service for ultra-high-net-worth clients. The role involves managing a small team, preparing detailed insurance portfolio reviews, and maintaining client communication...
- ...health & benefits, retirement, and private client insurance solutions to organizations and... ...America, we combine the personalized service model of a local consultant with the global... ...You will also mentor our Client Service Associates by developing their policy-checking...Permanent employmentLocal areaFlexible hours
- A leading financial services company in Richmond, Virginia, is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal skills, a client-first mindset, and...
- A financial services firm is seeking a motivated Financial Planning Analyst / Associate Financial Advisor in Richmond, Virginia. This role involves blending financial planning analysis and client service, ideal for those early in their wealth management career. You will...Full time
$136k - $165k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within our firm. We serve... ...Responsibilities Supervises associates and senior associates on all projects.... ...degree, required; major in Accounting, Finance, Economics, or Statistics, preferred....Work 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
Tax Experienced Manager, Private Client Services Job Description Job Summary: Private Client... ...Supervisory Responsibilities: Supervises associates and senior associates on all projects... ...degree, required; major in Accounting, Finance, Economics, or Statistics, preferred Master...Private practiceWork 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- A leading financial services firm is seeking a Tax Experienced Manager for Private Client Services, responsible for providing comprehensive tax compliance and consulting... ...includes managing engagements, supervising associates, and conducting advanced tax research....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance-Savvy Client Services Associate. Be the first to apply!
- jde finance consultant Richmond, VA
- financial advisor Richmond, VA
- financial planner cfp Richmond, VA
- financial planner Richmond, VA
- senior financial advisor Richmond, VA
- financial planning assistant Richmond, VA
- financial advisor associate Richmond, VA
- financial counselor Richmond, VA
- financial planning associate Richmond, VA
- finance associate Richmond, VA


