Top 24 Client services associate Jobs in Newport News Va

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
Client Service Associate (Unregistered)
Davenport & Company —Norfolk, VA
- $49,000 - $68,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Client Service Associate
Morgan Stanley —Newport News, VA
- $33,280 - $85,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
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
Registered Client Service Associate
Davenport & Company —Norfolk, VA
- $60,000 - $79,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Implementation Specialist I / Client Onboarding
ADP —Norfolk, VA
- $17.02 - $30.14 an hour
- Overtime
- Hybrid work
- Writing skills
- No experience needed
- Entry level
- Wellness program
- Disability insurance
Client Solutions Representative, Premium
CMA CGM —Norfolk, VA
- $62,000 a year
- Online Application
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Retirement plan
Client Support Specialist
ADP —Norfolk, VA
- $17.02 - $30.14 an hour
- Overtime
- Military
- Writing skills
- 3 years
- Wellness program
- Disability insurance
8d
Client Solutions Representative, PPS
CMA CGM —Norfolk, VA
- $62,000 a year
- Online Application
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Paid time off
Client Service Associate
Cerity Partners —Norfolk, VA
- Email
- Mid-level
- Office
- Finance
Client Support Coordinator – Enterprise Learning
ADP —Norfolk, VA
- $15.58 - $26.11 an hour
- Full-time
- Spanish
- Writing skills
- English
- Wellness program
- Disability insurance
11d
Client Relations Admin
Paradigm —Virginia Beach, VA
- $20 - $23 an hour
- Overtime
- Mid-level
- Administrative experience
- Organizational skills
- Paid holidays
- Health insurance
Quick Apply
Retail Sales & Customer Solutions Representative with Glo Fiber
Shentel —Hampton, VA
- $60,000 - $80,000 a year
- Online Application
- Communication skills
- Entry level
- Paid training
- Paid holidays
Quick Apply
Front Counter Sales & Customer Service Representative
Lancaster Farms, Inc. —Suffolk, VA
- From $16.16 an hour
- Overtime
- Pass drug screening
- US work authorization
- In-person
- Health insurance
- Paid time off
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
Employee Benefits Client Associate, Select
World Insurance Associates LLC —Virginia Beach, VA
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
- Dental insurance
- Retirement plan
Quick Apply
8d
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
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
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
- Retirement plan
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

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Client Service Associate (Unregistered)

Davenport & Company -
Virginia Beach, VA

Apply Now

Job Details

Full-time
$49,000 - $68,000 a year

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Customer communication

Full Job Description

CLIENT SERVICE ASSOCIATE (UNREGISTERED)

Location: Virginia Beach, VA

Hiring Range: $49,000 - $68,000

OVERVIEW:

Davenport is seeking a hard-working, detail oriented, and business-minded professional to join its Virginia Beach team. This full-time, non-exempt position will support a Financial Advisor in the office and serve as a back-up to other Client Service Associates as necessary. As a Client Service Associate, your primary responsibility is to serve the needs of Financial Advisors with regards to servicing customers and fostering a positive relationship between clients and the firm.

An ideal candidate will have a banking or financial services background, with excellent customer service and communication skills. At Davenport, we are proud of our commitment to service, with both internal and external clients.

RESPONSIBILITIES:

Responsibilities of this position include, but are not limited to:

Answering phones, filing, and preparing correspondence
Submitting client requests for checks, wires, transfers, and security registrations
Helping clients to understand their monthly statements and annual tax notices
Acquiring cost basis
Responding on a timely basis to operational notices
Assisting with all forms of account paperwork
Maintaining records and files as required by the Compliance department
Processing mailings and arranging seminars
Working with internal service departments including Operations, Financial Services, and Research, among others
Cooperating with co-workers to cover various needs as they arise in the sales area

QUALIFICATIONS:

College Degree preferred
Experience in financial services or banking strongly preferred
Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
Highly motivated with excellent communication and customer service skills
Proficiency in Microsoft Outlook, Word, and Excel
Ability to learn and master computer programs that house customer data
Basic bookkeeping skills and record keeping ability
Ability to understand and adhere to industry rules and regulations
Professional demeanor

SALARY & BENEFITS:

We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits. We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYER

Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Apply Now

Refine Your Search

client services associate jobs in newport news va

Client Service Associate (Unregistered)

Client Service Associate (Unregistered)

Client Service Associate

Senior Client Accounting and Advisory (CAAS) Associate

Registered Client Service Associate

Implementation Specialist I / Client Onboarding

Client Solutions Representative, Premium

Client Support Specialist

Client Solutions Representative, PPS

Client Service Associate

Client Support Coordinator – Enterprise Learning

Client Relations Admin

Retail Sales & Customer Solutions Representative with Glo Fiber

Front Counter Sales & Customer Service Representative

Registered Wealth Management Client Associate

Employee Benefits Client Associate, Select

Retail Client Merchandising Representative

Client Account Specialist Tier II

Tax Experienced Manager, Private Client & Family Office Services

Client Service Associate - Newport News, Virginia

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