Displaying 1-10 of 145 results
Registered Client Associate
First Financial Group - Norfolk/Hampton Roads, Virginia
Accounting / Finance
Job Description The Registered Client Associate works under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. … (see more)
Registered Client Associate
First Financial Group - Norfolk/Hampton Roads, Virginia
Accounting / Finance
Job Description The Registered Client Associate works under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to provide pro-active support to financial advisors. Established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service. … (see more)
Client Relationship Manager-Registered Associate/Sales Assis
Keel Point, LLC - Alexandria, Virginia
Sales / Sales Management
Client Relationship Manager - Registered Associate/Sales Assistant POSITION DESCRIPTION Primary Responsibilities: The ideal candidate will be one who enjoys serving families in a dynamic, fast paced, and team oriented working environment. This person will serve as the primary contact between the branch office, and multiple custodial platforms and internal operations group Establish client accounts on various custodial platforms, service client accounts with custodial service team, and Maintain and organize client files and records to comply with the requirements of all FINRA and SEC … (see more)
Client Associate
UBS Financial Services - Richmond, Virginia
Accounting / Finance
**Your role:** Are you truly service oriented? Do you know how to take care of people? Were looking for someone like that who can provide operational and administrative support to financial advisors. Youll: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events and maintain marketing materials provide the team with a detailed … (see more)
Wealth Managent Client Relationship Consultant - Charlottesv
TIAA - Charlottesville/Harrisonburg, Virginia
Accounting / Finance
**Description:** COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. For more information about TIAA, visit … (see more)

Wealth Managent Client Relationship Consultant - Charlottesv
TIAA - Charlottesville/Harrisonburg, Virginia
Banking / Mortgage
**Description:** COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. For more information about TIAA, visit … (see more)
Wealth Managent Client Relationship Consultant - Charlottesv
TIAA - Charlottesville/Harrisonburg, Virginia
Insurance
**Description:** COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. For more information about TIAA, visit … (see more)
COMPUTER SPECIALIST (CLIENT SERVICES TECHNICIAN)
Navy Exchange Services (NEX) - Norfolk/Hampton Roads, Virginia
Aerospace
Title: COMPUTER SPECIALIST (CLIENT SERVICES TECHNICIAN)Location: United States-Virginia-Virginia BeachJob Number: 180000ERJob Summary: Serves as Client Services Technician with the responsibility for providing procurement, configuration, implementation, troubleshooting, and overall support for end user devices and other related equipment. Devices include computing and mobile devices of varying operating systems, peripherals, point-of-sale/service devices, etc.Incumbents of this position must be U.S. Citizens.Duties and Responsibilities:- Performs the full spectrum of end user computer … (see more)
COMPUTER SPECIALIST (CLIENT SERVICES TECHNICIAN)
Navy Exchange Services (NEX) - Norfolk/Hampton Roads, Virginia
Law Enforcement / Security
Title: COMPUTER SPECIALIST (CLIENT SERVICES TECHNICIAN)Location: United States-Virginia-Virginia BeachJob Number: 180000ERJob Summary: Serves as Client Services Technician with the responsibility for providing procurement, configuration, implementation, troubleshooting, and overall support for end user devices and other related equipment. Devices include computing and mobile devices of varying operating systems, peripherals, point-of-sale/service devices, etc.Incumbents of this position must be U.S. Citizens.Duties and Responsibilities:- Performs the full spectrum of end user computer … (see more)
COMPUTER SPECIALIST (CLIENT SERVICES TECHNICIAN)
Navy Exchange Services (NEX) - Norfolk/Hampton Roads, Virginia
Consumer Products
Title: COMPUTER SPECIALIST (CLIENT SERVICES TECHNICIAN)Location: United States-Virginia-Virginia BeachJob Number: 180000ERJob Summary: Serves as Client Services Technician with the responsibility for providing procurement, configuration, implementation, troubleshooting, and overall support for end user devices and other related equipment. Devices include computing and mobile devices of varying operating systems, peripherals, point-of-sale/service devices, etc.Incumbents of this position must be U.S. Citizens.Duties and Responsibilities:- Performs the full spectrum of end user computer … (see more)
Displaying 1-10 of 145 results

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