ZipRecruiter

Log In

1

Client Account Support Analyst Jobs in Virginia (NOW HIRING)

Skillcloud HCM

Client Administration Associate

Roanoke, VA · On-site

$42K - $67K/yr

Strong company culture that supports community and charitable organizations. Requirements of the ... May prepare cash flow analyses. May prepare and implement the annual budget for each account. TCV ...

West 4th Strategy

Application Support Analyst

Hampton, VA · On-site

$140K - $165K/yr

Application Support Analyst ROLE We need an experienced Application Support Analyst to support the ... S. citizenship is required CLIENT * US Air Force (USAF), Defense Property Accountability System ...

nLeague

Technical Support Analyst

Colonial Heights, VA · On-site

$25 - $30/hr

Technical Support Analyst Client: VSU Location: 2430 Pine Forest Dr, Colonial Heights, VA 23834 ... Basic experience with Active Directory or Azure AD (password resets, unlocking accounts, group ...

The Women's Center

Client Support Specialist

Vienna, VA · On-site

$22 - $23/hr

... a part-time Client Support Specialist. The position schedule is 20-25 hours per week, Monday ... Answer client account questions. * Verify client insurance benefits. * Collect co-pays and ...

Tecolote Research

Data Support Analyst

Arlington, VA · On-site

$60K - $85K/yr

We are seeking an experienced data professional to support account management, data access, data ... Provide user support to DoD Analysts searching and exporting data into analysis-ready formats

Info Origin Inc.

Technical Support Analyst

Richmond, VA · On-site

... and account setup. * Support application testing, release activities, and quality assurance ... Collaborate with business analysts and development teams to resolve recurring issues. * Ensure ...

New

next page

Showing results 1-20

All JobsClient Account Support Analyst JobsClient Account Support Analyst Jobs in Virginia

Client Account Support Analyst information

How does a Client Account Support Analyst typically collaborate with other departments to resolve client issues?

Client Account Support Analysts frequently work cross-functionally with teams such as sales, technical support, and finance to resolve client inquiries effectively. They often act as the liaison between the client and internal departments, ensuring that client needs are communicated clearly and issues are addressed promptly. This collaboration might involve joining regular meetings, using ticketing systems to track progress, and following up with different teams to provide clients with timely updates. Strong communication and organizational skills are essential for success in this aspect of the role.

What are the key skills and qualifications needed to thrive as a Client Account Support Analyst, and why are they important?

To thrive as a Client Account Support Analyst, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field, often supported by a relevant degree or equivalent experience. Familiarity with CRM systems, data management tools like Excel, and ticketing platforms is typically required. Outstanding communication, problem-solving, and customer service skills help you build trust and efficiently address client concerns. These competencies are vital for ensuring client satisfaction, accurate account management, and maintaining strong business relationships.

What does a Client Account Support Analyst do?

A Client Account Support Analyst is responsible for assisting clients with account-related inquiries, troubleshooting issues, and ensuring a high level of customer satisfaction. They serve as a liaison between the client and various departments within the company to resolve problems efficiently. Their duties often include managing account data, processing requests, providing product or service information, and supporting clients through phone, email, or chat. Strong communication and problem-solving skills are essential for this role. Additionally, they may help identify opportunities to improve client experience and streamline account management processes.
What are popular job titles related to Client Account Support Analyst jobs in Virginia? For Client Account Support Analyst jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Client Account Support Analyst jobs in Virginia look for? The top searched job categories for Client Account Support Analyst jobs in Virginia are:
Client Account Support Analyst jobs near you

Client Administration Associate

Skillcloud HCM

Richmond, VA • On-site

$42K - $67K/yr

Full-time

Posted 15 days ago

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 Richmond, 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:
  • 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.
  • Provide backup reception support by answering and directing incoming client calls with professionalism and discretion.

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.
apply for this job

Apply