Client Associate Salaries in Glen Allen, VA

Answering phones, filing, and preparing correspondence. Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and…

$63,000 - $83,000 a year

Conduct client appointment reminder calls, and check-in calls on follow up items. Answering calls to the office. Set up and maintain client management system.

$20 - $25 an hour

Answering phones, filing, and preparing correspondence. Ability to learn and master computer programs that house customer data.

$52,000 - $72,000 a year

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

$25 - $44 an hour

6 days ago

Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs including management fees, tax payments, distributions,…