Top 237 Client advisor 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
Entry Level Accountant
Everfore CPAs & Advisors, PC —Norfolk, VA
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Client Relations Representative
Grayling Associates, Inc. —Chesapeake, VA
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Call Center Sales-PT Weekend Shifts- Paid Training | Weekly Pay
Life Protect 24/7 —Norfolk, VA
- $18 - $20 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Typing
- Paid training
- Health savings account
Quick Apply
Director, Compensation
Leidos —Virginia
- $139,100 - $251,450 a year
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
2d
Wealth Management Trainee (VA)
Bankers Life —Chesapeake, VA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Client Success Representative (Remote)
Demand.com —Virginia Beach, VA
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Admissions Representative - CIV
ECPI University LLC —Norfolk, VA
- $21.25 - $26.50 an hour
- University
- Bachelor's degree
- Computer skills
Quick Apply
MyLife Advisor II
ADP —Norfolk, VA
- $18.56 - $34.66 an hour
- Full-time
- Military
- Writing skills
- Research
- Wellness program
- Disability insurance
5d
Senior Client Advisor
CHOICE FINANCIAL GROUP LLC —Virginia Beach, VA
- $75,000 - $90,000 a year
- Full-time
- 5 years
- Office
- High school diploma or GED
Quick Apply
Beauty Advisor - Part Time
Sephora —Virginia Beach, VA
- $18.00 - $20.50 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
9d
Part-Time Beauty Advisor - Sephora
KOHLS —Virginia Beach, VA
- $13.70 - $17.80 an hour
- Part-time
- Communication skills
- Entry level
- Disability insurance
- Dental insurance
Client Service Associate
Cerity Partners —Norfolk, VA
- Email
- Mid-level
- Office
- Finance
Senior HR Business Partner
BAE Systems Inc. —Chesapeake, VA
- $107,952 - $183,518 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
- Health savings account
- Paid holidays
Human Performance Advisor
Battelle —Norfolk, VA
- Full-time
- Hybrid work
- Physical & Rehabilitation Medicine
- Office
- Senior level
- Wellness program
- Health insurance
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
Retail Cosmetics Sales Associate - Prestige Beauty, Lynnhaven Mall - Part Time
Macy’s —Virginia Beach, VA
- $15.00 - $22.08 an hour
- Part-time
- Merchandising
- English
- 1 year
- Store discount
- Paid holidays
8d
Admissions Representative
ECPI University LLC —Newport News, VA
- $21.25 - $26.50 an hour
- University
- Bachelor's degree
- Computer skills
Quick Apply
9d
Brand Standards, Guest Experience, & Food Safety Advisor
Ecolab Inc. —Norfolk, VA
- $46,300 - $69,300 a year
- Overtime
- Spanish
- Hospital
- ServSafe
- Paid training
- Paid parental leave
Beauty Advisor - Part Time
Belk —Suffolk, VA
- Part-time
- Cosmetology License
- Windows
- Computer skills
4d

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client advisor jobs near norfolk, va

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

client advisor jobs in norfolk, va

Client Administrative Manager

Entry Level Accountant

Client Relations Representative

Call Center Sales-PT Weekend Shifts- Paid Training | Weekly Pay

Director, Compensation

Wealth Management Trainee (VA)

Client Success Representative (Remote)

Admissions Representative - CIV

MyLife Advisor II

Senior Client Advisor

Beauty Advisor - Part Time

Part-Time Beauty Advisor - Sephora

Client Service Associate

Senior HR Business Partner

Human Performance Advisor

Client Service Associate (Unregistered)

Retail Cosmetics Sales Associate - Prestige Beauty, Lynnhaven Mall - Part Time

Admissions Representative

Brand Standards, Guest Experience, & Food Safety Advisor

Beauty Advisor - Part Time

I want to receive the latest job alert for client advisor in norfolk, va

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