Top 24 Client services associate Jobs in Hampton, Va

Senior Client Accounting and Advisory (CAAS) Associate
Stewart & Company, CPA's —Virginia Beach, VA
- $65,000 - $80,000 a year
- Full-time
- Microsoft Outlook
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Client Accounting and Advisory (CAAS) Associate
Stewart & Company, CPA's —Virginia Beach, VA
- $55,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative/Call Center/Client Support
ADP —Norfolk, VA
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Military
- Writing skills
- 1 year
- Wellness program
- Disability insurance
Registered Client Service Associate
Morgan Stanley —Newport News, VA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.)
Towne Wealth Management —Suffolk, VA
- Microsoft Outlook
- Computer literacy
- Research
Client Service Associate
Cerity Partners —Norfolk, VA
- Email
- Mid-level
- Office
- Finance
Senior Client Accounting Associate
Brown Advisory —Norfolk, VA
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid parental leave
Client Associate (Hybrid)
Patriot Growth Insurance Services —Virginia Beach, VA
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Communication skills
- Paid parental leave
- Health savings account
Client Service Associate (Unregistered)
Davenport & Company —Virginia Beach, VA
- $49,000 - $68,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Profit sharing
- Health savings account
4d
Client Relations Admin
Paradigm —Virginia Beach, VA
- $20 - $23 an hour
- Overtime
- Mid-level
- Administrative experience
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Virginia Beach, VA
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Account Specialist Tier II
Paradigm Inc. —Virginia Beach, VA
- $52,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Retail Client Merchandising Representative
CRO-US —Virginia Beach, VA
- $20 an hour
- Part-time
- Customer service
- Merchandising
- Ability to lift 50 pounds
- Paid training
- Mileage reimbursement
Quick Apply
Tax Experienced Manager, Private Client & Family Office Services
BDO —Norfolk, VA
- $121,000 - $185,000 a year
- Full-time
- Microsoft Excel
- CPA
- Customer service
- Employee stock ownership plan
- Opportunities for advancement
Junior Client Associate
ORF Concepts —Suffolk, VA
- $800 - $1,100 a week
- Full-time
- In-person
- Reliable transportation
- Leadership
- Professional development assistance
- Opportunities for advancement
Quick Apply
3d
Client Service Associate - Newport News, Virginia
LPL Financial —Newport News, VA
- $23.52 - $39.17 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
- Paid time off
Quick Apply
Client Service Associate - Newport News, Virginia
LPL Financial —Newport News, VA
- $23.52 - $39.17 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Quick Apply
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

Discover related jobs

Based on your search for client services associate jobs.

Executive Assistant to Professional Financial Advisor
Teagle Insurance —Newport News, VA
Associate's or Bachelor's degree in Business, Finance, or a related field. Notary certification, or willingness to obtain one. Full-time, in-office position.
$20 - $25 an hour
Quick Apply
Controller
La Tienda Inc —Williamsburg, VA
Oversee the accounts payable process, ensuring timely and accurate processing of vendor invoices and payments. Work Arrangement:* On-site (5 days per week).
From $125,000 a year
Quick Apply
5d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
2d
Client Service Representative
The Joseph Group Capital Management —Columbus, OH
Gain technical knowledge in line with the components of the Certified Financial Planner (CFP®) designation (i.e., General Planning, Retirement, Investments,…
Up to $59,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in hampton, va

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near hampton, va

Client Services Associate jobs in Virginia Beach, VA

Registered Client Associate jobs in Virginia Beach, VA

Client Associate jobs in Virginia Beach, VA

Client Specialist jobs in Virginia Beach, VA

Republic Services jobs in Boise, ID

Client Services Associate jobs in Palo Alto, CA

Client Services Associate jobs in New Gloucester, ME

Client Services Associate jobs in Mckinney, TX

Social Services jobs in Jacksonville, FL

Client Success Manager jobs in Austin, TX

Client Services Associate jobs in New Brunswick, NJ

Client Services Associate jobs in Salt Lake City, UT

Client Services Associate jobs in Maumee, OH

Client Services Associate jobs in New Rochelle, NY

Associate Attorney jobs in Nashville, TN

Client Services Associate jobs in Spring, TX

Fulfillment Associate jobs in Raleigh, NC

Associate Attorney jobs in Connecticut

Financial Services jobs in Charlotte, NC

Client Services jobs in Rancho Cordova, CA

Senior Client Accounting and Advisory (CAAS) Associate

Stewart & Company, CPA's
Virginia Beach, VA

Quick Apply

Job Details

Full-time
$65,000 - $80,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
401(k) 4% Match
Work from home
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule

Qualifications

Improving financial compliance protocols
VLOOKUP function
Business financial process improvement
Accounting systems
Financial close processing
Power BI
Internal controls
Customer relationship building
Microsoft Outlook
CPA
Financial model construction
Presentation software
Bachelor's degree in finance
Coaching
Financial statement analysis
Zoom
Mid-level
Financial performance report preparation
3 years
Finance
Team development
Key Performance Indicators
Policy & process development
Compliance management
Professional development support
Bachelor's degree
Managing clients in a finance role
Task prioritization
GAAP
Project management experience in finance

Full Job Description

Firm Overview

For over 40 years, Stewart & Co. has served business owners and their leadership teams to plan for and build their operational & financial health. The Firm operates with an open- door policy and empowers the leaders in the firm to manage their departments. The Firm's practitioners are invested in helping our clients achieve their goals. Our practitioners care about our client’s businesses as if it were our own, building long-term partnerships between their teams and ours. Our team members provide a positive outlook with a multi-disciplined approach to empower small and mid-sized businesses to make informed decisions. All of this, while creating a family environment built on respect, reliability, and accountability. Balance work, life, and books with Stewart and Company.

Job Overview

This full-time position is a perfect opportunity for someone with public accounting experience who desires more in-depth, client advisory relationships with entrepreneurs, while guiding them with the advice, data and support they need to profitably grow their businesses. In addition, those who are considering Controller or CFO roles within private industry businesses could also be a great fit.

Key Success Factors:

The Senior CAAS Associate will foster a team-based environment leveraging prior experiences while delivering exceptional leadership, client service and overall value to team members and clients. The ideal candidate will have 3 or more years of public accounting experience, CPA designation or CPA candidate, and knowledge of US GAAP, cash basis and accrual basis financial reporting.

The key attributes that will make someone successful in this role include:

Ability to manage, coach, and motivate junior CAAS team members to grow
Assertive, collaborative, team player who inspires other team members to have desire to learn different clients and client industries
Mentors junior team members to develop a Controller skill set
Superior ability to guide team members to prioritize and focus in a dynamic, multi-tasking environment
Professional presentation and great communication skills as contact with clients will be extensive
Cultivates team member interest in personal/professional development and advancement
Models a dedication to lifelong learning, including staying abreast of best practices in financial management
Ability to analyze and interpret - not just report - financial information to add value to client businesses as a trusted adviser
Superior Excel skills (create tables, use formulas, pivot tables)

Daily Contributions:

Engage with our client’s owners/founders/leadership team members to gain an understanding of every aspect of the client’s company
This includes understanding their future vision for their companies to include helping them to benchmark their current state & develop strategic plans to achieve their desired future state
Seeks to understand all aspects of their business to build a solid foundation to providing holistic business solutions
Build and maintain consultative client relationships with cross-functional teams of the client's leadership group, based on an understanding of the clients’ business (i.e. has a desire to "walk in their shoes" and can understand their markets)
Develops the ability to communicate client specific or market specific data clearly and effectively to all levels of our client contacts including their CEOs, COOs, CFOs, etc., and other client contacts (including tax and other professional service partners)
Establishes internal controls, policies, and procedures relative to the client financial reporting process and risk environment
Meets with clients to review & discuss their month-end close, financial reporting packages and KPIs to include variation analyses while offering recommendations and/or helping identify the levers to improve growth, profitability and other objectives
Provide recommendations for best practices and streamlined accounting processes for financial reporting, compliance, and internal control adequacy and efficiencies
Prepare engagement proposals, drive accuracy, precision, and timeliness in all engagements

Desired Qualifications:

Bachelor’s Degree in Accounting or Finance; CPA license or CMA certification
Minimum 3 years of public and industry experience
Entrepreneurial mindset
Intellectual curiosity about changing dynamics on the public accounting profession
Proven record as a project manager and leader
Familiarity with the principles of corporate strategy and the ability to translate business ideas into forecasts and models
Demonstrated experience teaching team members how to manage and advise multiple clients
Practical knowledge of setting up accounting processes and policies within an organization and application of GAAP
Ability to thrive in a fast-paced and deadline driven environment
Technology driven and astute; highly proficient in MS Office (PowerBI, Outlook, Word, PowerPoint & Excel, including Pivot & VLOOKUP), QuickBooks Desktop and Online, with demonstrated ability to embrace new systems, processes, technology, and ideas
Excellent verbal and written communication skills with the ability to work and communicate effectively in a remote team/client organization using tools such as MS Teams and Zoom
Strong interpersonal skills and experience translating financial concepts to individuals at all levels, including finance and non-finance individuals
Empathetic, with the ability to see the big picture, and understand how things relate and affect one another within the clients’ books and their business
Demonstrated critical thinking skills; independent problem solver with good judgment and the ability to know when to escalate an issue to the partner on a client account
Must be an independent, resourceful self-starter, and desire to participate in a dynamic team environment with high ethical standards and Core Values that mirror those of our firm

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) 4% Match
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Health savings account
Paid time off
Parental leave
Professional development assistance
Vision insurance
Work from home

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in hampton, va

Senior Client Accounting and Advisory (CAAS) Associate

Client Accounting and Advisory (CAAS) Associate

Customer Service Representative/Call Center/Client Support

Registered Client Service Associate

Non-Registered Client Service Assistant - Towne Wealth Management (Raymond James Financial Services, Inc.)

Client Service Associate

Senior Client Accounting Associate

Client Associate (Hybrid)

Client Service Associate (Unregistered)

Client Relations Admin

Registered Wealth Management Client Associate

Client Account Specialist Tier II

Retail Client Merchandising Representative

Tax Experienced Manager, Private Client & Family Office Services

Junior Client Associate

Client Service Associate - Newport News, Virginia

Client Service Associate - Newport News, Virginia

Client Integration Specialist (Pharmacy Benefits)

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in hampton, va

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected