The Client Associate is a professional who provides support to the Financial Services Division. The ... Cultivate professional relationships with clients by providing high-quality client experience.
The Client Associate is a professional who provides support to the Financial Services Division. The ... Cultivate professional relationships with clients by providing high-quality client experience.
Description The Client Associate is a professional who provides support to the Financial Services ... Cultivate professional relationships with clients by providing high-quality client experience.
Description The Client Associate is a professional who provides support to the Financial Services ... Cultivate professional relationships with clients by providing high-quality client experience.
Client Associate (Registered Client Associate preferred)
Waynesboro, VA ยท On-site
$21.61 - $40.04/hr
The Client Associate provides operational assistance through account processing and monitoring ... Cultivate professional relationships with clients by providing high-quality client experience.
Client Associate (Registered Client Associate preferred)
Waynesboro, VA ยท On-site
$21.61 - $40.04/hr
The Client Associate provides operational assistance through account processing and monitoring ... Cultivate professional relationships with clients by providing high-quality client experience.
Client Associate (Registered Client Associate preferred)
Waynesboro, VA ยท On-site
$21.61 - $40.04/hr
The Client Associate provides operational assistance through account processing and monitoring ... Cultivate professional relationships with clients by providing high-quality client experience.
Client Associate (Registered Client Associate preferred)
Waynesboro, VA ยท On-site
$21.61 - $40.04/hr
The Client Associate provides operational assistance through account processing and monitoring ... Cultivate professional relationships with clients by providing high-quality client experience.
Registered Client Associate preferred The Client Associate is a professional who provides support ... Cultivate professional relationships with clients by providing high-quality client experience.
Registered Client Associate preferred The Client Associate is a professional who provides support ... Cultivate professional relationships with clients by providing high-quality client experience.
Financial Services Client Associate
Waynesboro, VA ยท On-site
$21.61 - $25.69/hr
Registered Client Associate preferred The Client Associate is a professional who provides support ... Cultivate professional relationships with clients by providing high-quality client experience.
Quick apply
Financial Services Client Associate
Waynesboro, VA ยท On-site
$21.61 - $25.69/hr
Registered Client Associate preferred The Client Associate is a professional who provides support ... Cultivate professional relationships with clients by providing high-quality client experience.
Wealth Management Client Associate
Charlottesville, VA ยท On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
Charlottesville, VA ยท On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
Charlottesville, VA ยท On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Wealth Management Client Associate
Charlottesville, VA ยท On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Waynesboro, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Waynesboro, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Scottsville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Scottsville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Waynesboro, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Waynesboro, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Staunton, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Staunton, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Tax Associate
Charlottesville, VA ยท On-site
$14.45 - $18/hr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...
Relationship Banker - Charlottesville, Virginia Area
Charlottesville, VA ยท On-site
$25 - $26.77/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker - Charlottesville, Virginia Area
Charlottesville, VA ยท On-site
$25 - $26.77/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker - Charlottesville, Virginia Area
Charlottesville, VA ยท On-site
$25 - $26.77/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Relationship Banker - Charlottesville, Virginia Area
Charlottesville, VA ยท On-site
$25 - $26.77/hr
Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...
Build and maintain strong client relationships while providing practical, strategic legal advice tailored to clients' long-term objectives. Qualifications * J.D. from an ABA-accredited law school ...
Quick apply
Build and maintain strong client relationships while providing practical, strategic legal advice tailored to clients' long-term objectives. Qualifications * J.D. from an ABA-accredited law school ...
... client relationships. Our mission at Malloy Auto Group is to build a long-term relationship with ... Automotive Sales Associate Benefits: * Competitive compensation based on experience * Health ...
Quick apply
... client relationships. Our mission at Malloy Auto Group is to build a long-term relationship with ... Automotive Sales Associate Benefits: * Competitive compensation based on experience * Health ...
Client Relationship Associate information
See Waynesboro, VA salary details
$24.1K - $27.7K
0% of jobs
$27.7K - $31.4K
2% of jobs
$31.4K - $35.1K
7% of jobs
$38.5K is the 25th percentile. Wages below this are outliers.
$35.1K - $38.7K
17% of jobs
The median wage is $41.9K / yr.
$38.7K - $42.4K
27% of jobs
$42.4K - $46.1K
18% of jobs
$47.2K is the 75th percentile. Wages above this are outliers.
$46.1K - $49.8K
12% of jobs
$49.8K - $53.4K
6% of jobs
$53.4K - $57.1K
5% of jobs
$57.1K - $60.8K
3% of jobs
$60.8K - $64.5K
2% of jobs
$24.1K
$45.3K
$64.5K
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Client Associate (Registered Client Associate preferred)
Waynesboro, VA โข On-site
Full-time
Re-posted 11 days ago
Job description
The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.
Essential Duties & Responsibilities
- Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
- Collaborate with the marketing department to develop division specific materials.
- Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards.
- Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms.
- Cultivate professional relationships with clients by providing high-quality client experience.
- Demonstrate regular and reliable attendance.
- Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
- Other duties as assigned by management.
Education, Requirements, Qualifications & Skills
- High school diploma or equivalent required. Additional college courses and/or office environment experience preferred.
- Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same.
- Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons.
- Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.
- Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
- Must be a self-starter and capable of completing tasks with little or no supervision.
- Knowledge of insurance regulations and compliance requirements.
- Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.
Physical Requirements
- Must be physically able to work a minimum of 38 hours per week in the office.
- Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software.
- Must possess the ability to hear, see, and speak.
- Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
- Occasionally required to lift and carry up to 20 pounds.
- Perform with a high-energy level and ability to handle stress-related situations daily.
- Must have a valid state issued driver’s license and have the ability to operate a vehicle.
- Must be able to drive and travel unaccompanied in diverse weather conditions.