Top 403 Branch operations Jobs in Norfolk Va

Client Administrative Manager
Steward Partners Global Advisory LLC —Chesapeake, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Service Representative
Langley Federal Credit Union —Virginia Beach, VA
- $17.64 - $21.78 an hour
- Full-time
- Mid-level
- Office
- Mentoring
- Paid holidays
- Loan repayment program
Quick Apply
Branch Manager
Virginia Educators Credit Union —Newport News, VA
- $55,100 a year
- Full-time
- Microsoft Word
- Management
- Sales
- Disability insurance
- Health insurance
Quick Apply
Sales Management Trainee
Enterprise Mobility —Norfolk, VA
- $20.81 an hour
- Overtime
- Military
- Business development
- Driver's License
- Profit sharing
- Health insurance
Sales Management Trainee
Enterprise Mobility —Virginia Beach, VA
- $20.81 an hour
- Overtime
- Military
- Business development
- Driver's License
- Profit sharing
- Health insurance
Part Time (30 Hour) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA
JPMorganChase —Suffolk, VA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Part Time (20 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA
JPMorganChase —Virginia Beach, VA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
3d
Part Time (20 Hours) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA
JPMorganChase —Suffolk, VA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Part Time (20 Hours) Associate Banker, Portsmouth Victory Branch, Portsmouth, VA
JPMorganChase —Portsmouth, VA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
ProSales Associate (Entry Level)
Herc Rentals —Chesapeake, VA
- $28.85 an hour
- Full-time
- Driver's License
- Travel
- Associate's degree
- Paid parental leave
- Health savings account
12d
Universal Banker - Part Time 20 Hrs - Janaf
Truist Bank —Norfolk, VA
- $22 - $25 an hour
- Extended hours
- Computer literacy
- English
- Office
- AD&D insurance
- Paid holidays
Branch Operations Coordinator
Merit Restorations —Chesapeake, VA
- $70,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Residential
- AD&D insurance
- Disability insurance
Quick Apply
Teller (Sandbridge)
Atlantic Union Bank —Virginia Beach, VA
- $15.78 - $23.63 an hour
- Computer literacy
- Writing skills
- Office
- Profit sharing
Teller (Volvo)
Atlantic Union Bank —Chesapeake, VA
- Computer literacy
- Writing skills
- Office
- Profit sharing
12d
Transportation Security Officer
US Transportation Security Administration —Norfolk, VA
- $41,341 - $57,689 a year
- Overtime
- Background check
- 18 years or older
- Ability to walk for extended periods
- Travel reimbursement
- Paid holidays
Personal Banker
PNC Financial Services Group —Norfolk, VA
- $41,250 - $68,750 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
5d
Universal Banker II - The Chesapeake Area
Truist Bank —Norfolk, VA
- $45,760 - $51,750 a year
- Extended hours
- Computer literacy
- English
- Mid-level
- AD&D insurance
- Paid holidays
Part Time Teller
PNC Financial Services Group —Virginia Beach, VA
- $14.42 - $24.04 an hour
- Part-time
- No experience needed
- Office
- No degree
- Wellness program
- Health savings account
OPERATIONS RESEARCH ANALYST
US Military Sealift Command —Naval Base, VA
- $51,210 - $140,426 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
4d
Universal Banker (Deep Creek)
Atlantic Union Bank —Chesapeake, VA
- $41,208 - $61,771 a year
- Computer literacy
- Writing skills
- Office
- Profit sharing

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Client Administrative Manager

Steward Partners Global Advisory LLC -
Chesapeake, VA

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Location:

This position can be based in Chesapeake, VA

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

branch operations jobs in norfolk va

Client Administrative Manager

Financial Service Representative

Branch Manager

Sales Management Trainee

Sales Management Trainee

Part Time (30 Hour) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA

Part Time (20 Hours) Associate Banker, Hickman Place Branch, Virginia Beach, VA

Part Time (20 Hours) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA

Part Time (20 Hours) Associate Banker, Portsmouth Victory Branch, Portsmouth, VA

ProSales Associate (Entry Level)

Universal Banker - Part Time 20 Hrs - Janaf

Branch Operations Coordinator

Teller (Sandbridge)

Teller (Volvo)

Transportation Security Officer

Personal Banker

Universal Banker II - The Chesapeake Area

Part Time Teller

OPERATIONS RESEARCH ANALYST

Universal Banker (Deep Creek)

I want to receive the latest job alert for branch operations in norfolk va

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