Top 243 Account specialist Jobs in Williamsburg, Va

Client Administration Associate
Skillcloud HCM —Williamsburg, VA
- $42,000 - $67,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Employee stock ownership plan
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Accounts Payable Specialist
James City County —Williamsburg, VA
- $55,910 - $87,242 a year
- Full-time
- Writing skills
- ERP systems
- Mid-level
PRN Registered Nurse - $60/hr
Commonwise Home Care —Williamsburg, VA
- $60 an hour
- PRN
- Hybrid work
- RN License
- 5 years
- Adults
- Relocation assistance
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Account Representative - State Farm Agent Team Member
Colin Owens - State Farm Agent —Williamsburg, VA
- $55,000 - $75,000 a year
- Full-time
- Sales
- Office
- Communication skills
- Profit sharing
- Health insurance
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Patient Account Specialist I
TIDEWATER PHYSICIANS MULTISPECIALTY GROUP P C —Newport News, VA
- From $15 an hour
- Full-time
- Ability to walk for extended periods
- Word processing
- Computer literacy
Electrical Division Sales/Project Manager
Cox-Powell Corporation —Williamsburg, VA
- $95,000 - $110,000 a year
- Full-time
- Mid-level
- Business development
- Mechanical knowledge
- Fuel card
- Health insurance
Quick Apply
6d
Territory Sales Representative
Kiwi Workwear —Virginia
- $30,000 - $40,000 a year
- Full-time
- Spanish
- Mid-level
- US work authorization
- Work from home
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1d
National Account Manager - Heavy Equipment (Forestry)
Liebherr USA Co. —Newport News, VA
- $150,000 a year
- Online Application
- Construction site
- 5 years
- Research
- Health insurance
- Dental insurance
Sales Manager in Training
Home Genius Exteriors —Williamsburg, VA
- $100,000 - $300,000 a year
- Weekends as needed
- Mid-level
- 3 years
- Travel
- Health insurance
- Dental insurance
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Sales Rep-On Premise
Breakthru Beverage Group —Williamsburg, VA
- $50,000 a year
- Full-time
- Bar
- Merchandising
- Mid-level
- Health insurance
- 401(k)
2d
Vice President or Senior Vice President of Client Administration
Skillcloud HCM —Williamsburg, VA
- $108,000 - $166,000 a year
- Full-time
- Office
- Business development
- Team management
- Employee stock ownership plan
Quick Apply
6d
Sales Manager in Training
Home Genius Exteriors —Yorktown, VA
- $100,000 - $300,000 a year
- Weekends as needed
- Mid-level
- 3 years
- Travel
- Health insurance
- Dental insurance
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Regional Sales Manager-Mid-Atlantic US Region
Fischer Connectors Inc —Virginia
- $130,000 - $140,000 a year
- Full-time
- Remote
- Background check
- 5 years
- Product management
Quick Apply
8d
Account Executive Hospice
Amedisys —Williamsburg, VA
- $80,000 - $85,000 a year
- Full-time
- Up to 50% travel
- Hospital
- Mid-level
- Mileage reimbursement
- Paid parental leave
12d
Field Reimbursement Manager
McKesson —Virginia
- $80,300 - $133,800 a year
- Clean driving record
- Computer literacy
- Research
Senior Sales Manager OEM/HM
Newport News Marriott at City Center —Newport News, VA
- $75,000 - $80,000 a year
- Weekends as needed
- Computer literacy
- Hotel
- High school diploma or GED
- Flexible schedule
Quick Apply
3d
Account Manager - Commercial Lines
Towne Insurance —Williamsburg, VA
- $60,000 - $75,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid training
Account Receivable Site Specialist
Hampton-Newport News Community Services Board —Hampton, VA
- From $37,799 a year
- Full-time
- Adults
- Research
- Mid-level
- Paid holidays
- Health insurance
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Client Services Specialist
Colonial River Investments —Newport News, VA
- $45,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
8h
Account Manager - State Farm Agent Team Member
Colin Owens - State Farm Agent —Williamsburg, VA
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Leadership
- Profit sharing
- Health insurance
Quick Apply

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Client Administration Associate

Skillcloud HCM -
Williamsburg, VA

Quick Apply

Job Details

Full-time
$42,000 - $67,000 a year

Benefits

Employee stock ownership plan

Qualifications

Confidential information handling

Full Job Description

TCV Trust & Wealth Management / Client Administration Associate

TCV Trust & Wealth Management (TCV), an independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Client Administration Associate to join their team in Williamsburg, VA.

The Client Administration Associate performs administrative functions related to the ongoing maintenance of trust accounts and provides support/back up to the client account manager.

Benefits of the job:

Pay in the range of $42,000 - $67,000, offer commensurate with experience.
Majority employee-owned, ESOP eligibility after one year of service.
Comprehensive benefit package and competitive salary.
Strong company culture that supports community and charitable organizations.

Requirements of the Client Administration Associate:

BS degree in business, finance or related field preferred.
2 years of trust administration, paralegal, financial services or accounting experience.
Knowledge of basic accounting/tax principals and common asset characteristics.
Strong verbal, written, and interpersonal skills.
Discretion in handling confidential information and sensitive data.
Concern for clients and their needs; ability to create close and supportive relationships.
Attention to detail and accuracy while meeting deadlines.
Office based, 8:30am-5:00pm.

Responsibilities:

Serve as the first point of contact for clients and prospects, answering and directing calls with professionalism and discretion.
Analyze wills; trust indentures, agency and custodial agreements, court orders or other legal documents. Uses internal checklist to extract required information and enter it in the trust accounting system.
Establish/maintain client account files. Initiate and prepare routine correspondence to customers, co-executors, guardians and others to address inquiries, requests, complaints or other matters related to the customer’s account.
Determine the various elements comprising an estate’s assets and allocate to appropriate categories for filing inventory with the court. Use state-mandated list and other instructions to prepare all documentation for presentation to Commissioner of Accounts.
Respond to telephone inquiries from customers. Make sound recommendations to client account manager related to release of information and/or funds.
Monitor daily cash balances of income and principal. Ensure the prompt payment of bills, remittances, taxes, etc. Track daily transactions. May execute the disposition of cash at the client account manager’s direction. May prepare cash flow analyses. May prepare and implement the annual budget for each account.

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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Refine Your Search

account specialist jobs in williamsburg, va

Client Administration Associate

Accounts Payable Specialist

PRN Registered Nurse - $60/hr

Account Representative - State Farm Agent Team Member

Patient Account Specialist I

Electrical Division Sales/Project Manager

Territory Sales Representative

National Account Manager - Heavy Equipment (Forestry)

Sales Manager in Training

Sales Rep-On Premise

Vice President or Senior Vice President of Client Administration

Sales Manager in Training

Regional Sales Manager-Mid-Atlantic US Region

Account Executive Hospice

Field Reimbursement Manager

Senior Sales Manager OEM/HM

Account Manager - Commercial Lines

Account Receivable Site Specialist

Client Services Specialist

Account Manager - State Farm Agent Team Member

I want to receive the latest job alert for account specialist in williamsburg, va

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