Top 18 Client services associate Jobs in Virginia Beach, Va

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
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
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
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
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 Service Associate
Cerity Partners —Norfolk, VA
- Email
- Mid-level
- Office
- Finance
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
Senior Client Accounting Associate
Brown Advisory —Norfolk, VA
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid parental leave
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 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
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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
- Opportunities for advancement

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Client Accounting and Advisory (CAAS) Associate

Stewart & Company, CPA's
Virginia Beach, VA

Quick Apply

Job Details

Full-time
$55,000 - $60,000 a year

Benefits

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

Qualifications

Finance advising
Growing experience
Accounting systems
Financial close processing
Operational analysis
Preparation of internal financial performance reports
Internal controls
Bachelor's degree in finance
Spreadsheets
Zoom
Client relationship development
Microsoft Office
Finance
Key Performance Indicators
Bachelor's degree
Video conferencing software
GAAP
Financial workflow efficiency improvements
QuickBooks Online
Financial concepts
Accounting firm experience
QuickBooks
Collaborative technology platforms
Microsoft Teams
Relationship management
Financial needs assessment
Closing the books
Variance analysis reporting
Video conferences (communication methods)
Data collection

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, entry-level position is an excellent opportunity for someone beginning their career in public accounting who is interested in building strong client relationships and gaining hands-on experience supporting entrepreneurs and growing businesses. The Associate will work closely with senior team members to deliver accurate financial information, learn best practices in client advisory services, and develop a strong foundation in accounting, financial reporting, and business operations.

This role is ideal for a motivated individual who enjoys learning, problem-solving, and collaborating with a team to help clients understand their financial data and make informed decisions.

Key Success Factors

The CAAS Associate will contribute to a collaborative, team-based environment and support the delivery of high-quality client service. The ideal candidate is detail-oriented, eager to learn, and interested in developing technical accounting and advisory skills. A foundational understanding of U.S. GAAP, cash basis, and accrual basis accounting is preferred.

Key attributes for success include:

Strong willingness to learn and take direction from senior team members
Positive, collaborative team player with a strong work ethic
Ability to manage multiple tasks and priorities in a deadline-driven environment
Professional demeanor with strong written and verbal communication skills
Curiosity and desire to understand how businesses operate
Commitment to continuous learning and professional development
Ability to analyze financial information and ask thoughtful questions to better understand client needs
Solid Excel skills (creating tables, basic formulas, and introductory pivot tables)

Daily Contributions

Support senior team members in serving client owners, founders, and leadership teams
Learn client businesses by assisting with financial data collection, organization, and analysis
Participate in month-end close processes, including preparation and review of financial reports
Assist with the preparation of financial reporting packages and key performance indicators (KPIs)
Help perform variance analyses and document findings for senior team review
Support the establishment and documentation of accounting processes, internal controls, and procedures
Assist in identifying opportunities for improved accounting processes and efficiencies
Communicate with internal team members and, as appropriate, client contacts under supervision
Help ensure accuracy, timeliness, and organization across client engagements

Desired Qualifications

Bachelor’s Degree in Accounting or Finance (or in progress)
0–2 years of public accounting or relevant internship experience
CPA or CMA candidate preferred but not required
Strong interest in public accounting and client advisory services
Basic understanding of accounting principles and financial reporting
Proficiency in MS Office, particularly Excel; exposure to QuickBooks Desktop or Online is a plus
Comfortable learning and using new technology and accounting systems
Strong organizational and time management skills
Ability to work effectively in a remote team environment using tools such as MS Teams and Zoom
Strong interpersonal skills with the ability to communicate financial concepts clearly
Detail-oriented, dependable, and ethical with a strong sense of responsibility
Self-motivated individual who thrives in a collaborative, team-focused environment

Job Type: Full-time

Pay: $55,000.00 - $60,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in virginia beach, va

Client Accounting and Advisory (CAAS) Associate

Client Service Associate (Unregistered)

Customer Service Representative/Call Center/Client Support

Client Associate (Hybrid)

Registered Wealth Management Client Associate

Client Service Associate

Senior Client Accounting and Advisory (CAAS) Associate

Senior Client Accounting Associate

Client Relations Admin

Retail Client Merchandising Representative

Client Account Specialist Tier II

Tax Experienced Manager, Private Client & Family Office Services

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