Financial Client Services Associate: Advisor Support
Davenport & Company LLC
Davenport & Company LLC in Fredericksburg is looking for a Client Service Associate to support Financial Advisors and help foster a positive client relationship. The successful candidate will handle tasks such as answering calls, submitting requests, and assisting clients with account paperwork. Candidates should have a college degree, preferably experience in financial services, strong organizational skills, and proficiency in Microsoft Office. This full-time role offers a competitive salary and benefits including a 401(k) contribution. #J-18808-Ljbffr Davenport & Company LLC
$13.5 - $16 per hour
...a welcoming, customer service-oriented environment with... ...relationships with clients, then look no further... ...as a Client Service Associate and be the friendly face... ...providing essential support. In this role, you will... ...seeking to improve its financial products, promotions,...SuggestedHourly payLocal areaFlexible hours$67k - $87k
...REGISTERED CLIENT SERVICE ASSOCIATE Location: Fredericksburg, VA Hiring Range: $67,000 - 87,000 OVERVIEW: Davenport... ...Fredericksburg team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client...SuggestedFull timeWork at officeLocal area$67k - $87k
...Our client, a respected wealth management firm in Fredericksburg, Virginia is seeking a Registered Client Services Associate to support daily operations and client service activities. This is... ...first impressions. Support a financial advisor team (2 advisors). Maintain and...SuggestedWork at office$13.5 - $16 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service... ...experiences and providing essential support. In this role, you will actively engage... ...is always seeking to improve its financial products, promotions, and partnerships...SuggestedHourly payLocal areaFlexible hours- ...develop world‑class, client‑relevant... ...to putting client service first in all they... ...we do meaningful financial planning with people... ...Financial Planning Associate, you’ll serve as a... ...seasoned team of wealth advisors. You will be charged... ...department supports our financial advisors...SuggestedTemporary workWork at officeRemote workFlexible hours
$67k - $87k
Position Job Title: Registered Client Service Associate Location: Fredericksburg, VA Job Id: 394 Hiring Range: $67,000 - $87,000... ...working, detail oriented, business‑minded professional to support a Financial Advisor and act as a back‑up to other Client Service...Casual work$54k - $76k
CLIENT SERVICE ASSOCIATE (UNREGISTERED) Location: Fredericksburg, VA Hiring Range: $54,000 - $76,000 Overview Davenport is seeking... ...Fredericksburg team. This full‑time, non‑exempt position will support a Financial Advisor in the office and serve as a back‑up to other Client...Full timeWork at officeLocal area- ...Walker - State Farm Agent in Fredericksburg, VA invites you to join as an Agent Team Member. Build customer relationships, educate clients about auto, home, and life insurance, and help promote State Farm products while gaining hands-on agency experience. This role offers...Immediate start
- ...Health Partners is seeking an Inpatient Financial Counseling Specialist for its onsite role... ...least a High School diploma and customer service experience. Ensemble offers comprehensive benefits, bonus incentives, and a supportive culture focused on employee growth and development...
- ...Government Solutions, LLC (Ansible) is currently recruiting Medical Support Assistants (MSA) to support the Veterans Administration... ...candidates. Ansible Government Solutions, LLC (Ansible) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) providing Federal...Work at officeShift workWeekend work
- ...customer relationships and enhance the overall experience. This role involves proactive sales, identifying financial opportunities, and delivering excellent service through effective communication and problem-solving. Preferred candidates will possess strong customer...Full time
- Tamika Walker - State Farm Agent is seeking an Insurance and Financial Services professional to join the team as a State Farm Agent Team... ...aligning customer needs with agency offerings. You will assist clients with retirement planning, investment management, and insurance...
- Atlantic Union Bank in Fredericksburg, Virginia seeks candidates for a customer service position focused on delivering a prime customer experience while processing transactions and supporting branch sales goals. The ideal candidate should have a high school diploma,...
$16.38 - $25.62 per hour
As a Financial Services Representative II, you'll be responsible for building and maintaining strong... ...high-quality referrals to branch associates, internal partners, and external vendor... ...within defined authority limits and supporting branch management in operational tasks...Hourly pay- ...a law firm that seeks a Leveraged Finance Associate in Fredericksburg, VA. The firm offers a dynamic practice representing financial institutions, private equity sponsors, borrowers... ...and mezzanine debt issuances. Counsel clients on distressed credit situations and...
- ...Overview Bankers Life Financial Advisors help clients live more and worry less through... ...these licenses with our support High level of self-motivation... ...competitive roles, client services, or client-facing roles... ...details Seniority level: Associate Employment type: Full-time...Full timeWork at officeFlexible hours
- ...Sierra Central Credit Union in Long Branch, Virginia, is seeking a Full-Time Financial Services Associate I-IV. In this role, you will provide exceptional customer service while working with banking transactions and promoting our products. The successful candidate will...Full time
- Davenport & Company LLC is seeking a Registered Client Service Associate to join its Fredericksburg team. This role supports Financial Advisors while ensuring excellent service to clients. The ideal candidate will have a degree, experience in financial services, and necessary...
- ...401(k) matching Competitive salary Opportunity for advancement Paid time off Training & development Role Description: As a Financial Services Representative - State Farm Agent Team Member with Anne Reeves - State Farm Agent, you will successfully market the financial...
- ...of subordinate staff and evaluate performance; Resolve complex problems to ensure patient services are met; Plan and direct the MSA's activities and generate reports supporting performance measures for senior management; Monitor and assign work, provide input on performance...
- Annereeves in Fredericksburg, Virginia is seeking a Financial Services Representative for their State Farm Agent Team. The representative will effectively market financial products and provide consultative financial advice to customers, addressing their everyday risks...
$45.38k - $75.63k
...fosters a collaborative and supportive culture where... ...of proactive sales and service activities. Manages the... ...improve the customer's financial wellbeing. Collaborates... ...ultimately elevating client loyalty. Delivers a full... ...all of the risks associated with their business objectives...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Merrill Wealth Management is seeking an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA... ...begin licensing and build lifelong client relationships. You will learn... ...basics and advisory processes while supporting the delivery of BoA’s banking and investment...Traineeship
- A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. This role involves building... ...and providing investment solutions while supporting a diverse culture. Candidates should have at least...
- ...position. Candidates will work closely with clients, providing personalized insurance... ...mentorship. Bankers Life offers generous support and resources to facilitate career growth... ...meaningful relationships in the insurance and financial sectors. Apply today to begin a...Traineeship
- BCG Attorney Search is seeking a Leveraged Finance Associate for a Fredericksburg, VA position. The role involves representing lenders and... ...senior partners to deliver comprehensive counsel while contributing to client relationships. #J-18808-Ljbffr BCG Attorney Search
- ...Fredericksburg, VA is seeking candidates for their Financial Advisor Development Program. As a wealth management trainee, you will engage with clients to provide personalized financial... ...emphasizes easy access to licensing support and a bonus upon exam completion. The role...Traineeship
$16.38 - $25.62 per hour
Carter Bank is seeking a Financial Services Representative II in Fredericksburg, Virginia. In this role, you will build and maintain strong customer relationships and assist them with their financial goals. You'll proactively engage customers, handle transactions, and...Hourly pay- A financial services company in Fredericksburg, Virginia is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building a client base, presenting financial solutions, and developing team leadership. The ideal candidate...
- Carter Bankshares is seeking a Financial Services Representative II in Fredericksburg, Virginia... ...strong customer relationships and helping clients achieve their financial goals through... .... Join us to enhance your skills in a supportive environment. #J-18808-Ljbffr Carter...
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