Director of Client Services & Custody Operations
Heritage Wealth Advisors LLC
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, strong problem-solving abilities, and excellent communication skills. This is a unique opportunity to work with a reputable firm committed to excellence. #J-18808-Ljbffr Heritage Wealth Advisors
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Director of Client Services & Custody Operations in Richmond, VA vacancy
$58.8k
...Manager, Claims Customer Service At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate... ...Washington DC, Vermont, West Virginia or Wisconsin. As an Operations team member, you'll play a crucial role in delivering world...OperationsWork at officeLocal areaRemote workGenworth
Richmond, VA3 days ago- RM Staffing B.V. is looking for a Technical Client Manager in Richmond, Virginia. This role involves managing technical relationships with clients, overseeing datacenter operations, and leading a team of technicians. The candidate should have 3+ years of experience in...Operations
RM Staffing B.V.
Richmond, VA1 day ago - ...Mechanicville Turpik [Department Manager / Front-End Supervisor] As an Assistant Manager Customer Service @ Food Lion, you'll: Support the management and duties of store operations to meet financial and sales goals; Build associate and customer relations and promote a...OperationsImmediate start
Food Lion
Richmond, VA4 days ago $55k - $75k
...needed, overnight travel to any state for operational coverage is a requirement of the role.... ...day-to-day outreach, sales and customer service efforts to meet and exceed performance targets... ..., knowledge, skills, abilities, client/property or company budgetary limitations...OperationsFull timeLocal areaNight shiftPratum
Richmond, VA5 days ago- ...Category/Area of Expertise: Retail Operations Job Requisition: 404358 Address: USA-VA-Mechanicsville-8319 Bell Creek Rd... ...RESPONSIBILITIES • Manage all Front End operations including Service Center, Self-Checkout and Food Lion To-Go , if applicable •...OperationsLocal areaFlexible hours
Food Lion
Mechanicsville, VA4 days ago - ...Company Overview Our client is a leading provider of Total Water Management Solutions, delivering comprehensive services across remediation contracting, dewatering, equipment rental/sales/manufacturing, and operations & maintenance. The company serves a diverse customer...OperationsFor contractorsLocal areaShift work
On Point Staffing Group
Richmond, VA3 days ago $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 hoursLRSolutions
Glen Allen, VA15 days ago$181.8k - $207.5k
...Director, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote)Capital One Ad Solutions is looking for a Director to... ...One ShoppingIntegrate Capital One Ad Solution's products and services with our merchant partnersLeverage data and analytical methodologies...Full timePart timeLocal areaRemote workCapital One
Richmond, VA2 days ago$85k
...our dynamic team as a contract security services Account Manager in Richmond, VA, where you... ...one of our key accounts. You’ll handle client issues, communicate with key contacts,... ...communications, instructional materials, and operating guidelines. ~ Demonstrate expertise...OperationsContract workWork experience placementWork at officeLocal areaGardaWorld
Richmond, VA1 day ago- ...Executive, you are the face of Cigna to the client. Your focus is on spending time with... ...increases in addition to new products and services to expand the relationship. You will be... ...in sales, marketing, underwriting, or operations is preferred. Financial acumen with the...OperationsImmediate startWork from home
- ...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, VA25 days ago - ...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...
Keiter Stephens Hurst Gary & Shreaves PC
Glen Allen, VA25 days ago - ...thinking, results-driven, and aligned with client business objectives. Senior Account... ...clients, ensuring exceptional client service and account management. Direct teams... ...visibility and business impact. Agency Operations Contribute to company growth...OperationsSummer holidayWork at officeRemote workFlexible hours3 days per week
Highwire
Richmond, VA4 days ago $50k - $65k
...happen. Our important work benefits our clients and partners as much as it does our people... ...for utilization. Upon achieving operational readiness, the Onboarding Manager adopts... ...all EA specifics and requirements, WWT services, WWT engagements, etc. Provide in-depth...OperationsFull timeContract workRemote workShift workWorld Wide Technology
Richmond, VA1 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...Remote jobHourly paySeasonal workFlexible hours$90 - $120 per hour
Ernst & Young Oman is hiring a Seasonal Tax Manager for their Private Client Services team. This role involves reviewing complex tax returns and planning for high-net-worth clients, with the opportunity to work remotely within the US. Candidates should have a CPA license...Remote jobHourly paySeasonal work- ...solutions, as well as personal risk services. An employee-owned company,... ...and have Captive Insurance operations in Grand Cayman and Vermont.... ...world-class service to our clients, primarily mid-market companies... ...including CFOs, CEOs and HR Directors Ability to advise/support...OperationsWork experience placementWork at officeFlexible hours
$140k - $162k
...Private Client Services Tax Experienced Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives...Private practiceWork at office- ...key part of our organization, you will manage client accounts, build strong relationships, and ensure outstanding service delivery to meet and exceed customer... ...with internal teams including accounting and operations to resolve client concerns and streamline processes...OperationsFor contractorsWork at office
City Wide Facility Solutions
Richmond, VA4 days ago - ...professionals for long‑term roles within the organization. This position provides foundational training in insurance operations, systems, workflows, and client service while supporting multiple departments through hands‑on, supervised work. The Associate will complete...OperationsTemporary workWork at officeLocal area
- ...Automatic Leasing Service is a family owned company since 1956, built on a simple idea: take care of people and deliver prompt, dependable... ...better support both customers and team membersPartner across operations, IT, and leadership to solve problems and support growthWho...OperationsWork at officeMonday to Friday
Automatic Leasing Service
Richmond, VA1 day ago - ...Customer Service Supervisor (CSS) The Customer Service Supervisor (CSS) will lead, direct and control all facets of front desk operations with an emphasis on member service and overall gym administration. CSS reports directly to the General Manager. Management/Leadership...OperationsHourly payShift work
Gold's Gym
Richmond, VA3 days ago - ...Account Manager Clearsite Industrial Services is a leader in hydrovac and vacuum excavation, providing safe dig solutions to the... ...their needs are met while upholding Clearsite's commitment to operational excellence. Key responsibilities include: Develop and execute...Operations
Clearsite Industrial
Richmond, VA4 days ago - ...Description What is the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth Management, you will... ...these roles, you will leverage your administrative and operational skills to support advisors in managing and growing their...OperationsFull timeWork at officeFlexible hours
- ...Job Title: Senior Director, Customer Marketing About Trellix ? Trellix is a global... ...the protection and resilience of their operations. Trellix, along with an extensive... ...candidates to pay fees, purchase products or services, or process payments of any kind as part...OperationsFlexible hours
Trellix
Richmond, VA3 days ago $49.8k - $56.9k
...Information Technology Senior Management Forum is seeking a Senior Operations Coordinator to fulfill customer servicing requests in a work-from-home arrangement. Located in Richmond, VA or Plano, TX, the role requires attention to detail and problem-solving skills. Candidates...OperationsRemote workWork from homeInformation Technology Senior Management Forum
Richmond, VA5 days ago$1,000 per month
...Our diverse workforce is key in delivering outstanding customer service and our commitment to our industry are main components of our... ...traveled, advising if a load is manageable. System Savvy Operator: Update active load information into the system for shipper and...OperationsContract workWork at officeNight shiftWeekend workAllen Lund Company, LLC
Richmond, VA1 day ago$150k - $175k
...) to lead and advance the technology strategy for our client, a dynamic professional services firm. In this executive role, you’ll serve as a key... ...technology within the legal industry. You’ll oversee IT operations, cybersecurity, and strategic initiatives while...OperationsFusco Personnel Inc
Richmond, VA1 day ago- ...Richmond, Virginia is seeking a Store Manager to support store operations. You'll be responsible for leading the Front End operations,... ...skills, understands store operations, and excels in customer service. This role requires a high school diploma and may require food...Operations
- ...Retail Operations Job Food Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 employees work in stores and distribution centers across the Southeast, Mid-Atlantic and Northeast regions...Operations
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director of Client Services & Custody Operations. Be the first to apply!
Related searches
- director of client services Richmond, VA
- manager customer service Richmond, VA
- director of customer service Richmond, VA
- contact centre manager Richmond, VA
- customer care manager Richmond, VA
- director client management Richmond, VA
- director shared services Richmond, VA
- information technology services manager Richmond, VA
- convention services manager Richmond, VA
- general services manager Richmond, VA