Client Service Associate

3 weeks ago


Richmond, United States Sparks Group Full time

Responsibilities:

  • Maintain and update client information with accuracy and attention to detail.
  • Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities.
  • Assist in the preparation of reports, presentations, and other materials for client meetings, contributing to effective communication and informed decision-making.
  • Meticulously collecting and verifying documentation for efficient account setup and service delivery.

Qualifications/Background Profile:

  • Minimum of 3-5 years of experience in client service, ideally within the finance sector.
  • Bachelor's degree in Finance or Accounting is preferred.
  • Exceptional communication, interpersonal, and multi-tasking skills, with the ability to manage multiple priorities effectively.
  • Desire to work with Clients to prepare a financial plan
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.



  • Richmond, United States Sparks Personnel Services, Inc. Full time

    Maintain and update client information with accuracy and attention to detail. Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities. Assist in the preparation of reports, presentations Client Service, Associate, Service, Retail, Staffing, Client


  • Richmond, United States Sparks Personnel Services, Inc. Full time

    Maintain and update client information with accuracy and attention to detail. Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities. Assist in the preparation of reports, presentations Client Service, Associate, Service, Retail, Staffing, Client


  • Richmond, United States Sparks Group Full time

    Responsibilities:Maintain and update client information with accuracy and attention to detail.Serve as a trusted advisor for clients, proactively educating them on account services, capabilities, and opportunities.Assist in the preparation of reports, presentations, and other materials for client meetings, contributing to effective communication and informed...

  • Client Associate

    2 weeks ago


    Richmond, United States UBS Full time

    Your role Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and...


  • Richmond, United States Banfield Pet Hospital Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes theproductivity of the veterinary medical team (in terms of numbers of clients and pets), ensures goodcommunication with associates and clients Client Service, Representative, Hospital, Skills, Client, Animal Care, Business Services

  • Client Associate

    3 weeks ago


    Richmond, Virginia, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...


  • Richmond, United States Geoff McDonald & Associates Full time

    Job DescriptionJob DescriptionWe are seeking a dedicated and customer-oriented Client Service Specialist to join our team. This role is essential in building and maintaining strong relationships with our clients, ensuring they receive the highest level of service and support. If you have a passion for client satisfaction and a knack for solving problems, we...


  • Richmond, United States FORVIS Full time

    Description & Requirements FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Associate ll serves as a trusted advisor and member of various client service teams. You must possess...


  • Richmond, United States A&H Management Full time

    WE ARE HIRING A SPIRITED VERIZON CUSTOMER SERVICE ASSOCIATE TO JOIN OUR TEAM! Are you excited to bolster your customer service and sales prowess and have fun while doing so? Look no further, because we are seeking new talent to join our customer service and sales team as a Verizon Customer Service Associate. We are looking for candidates who not only bring...


  • Richmond, United States A&H Management Full time

    Job DescriptionJob DescriptionWE ARE HIRING A SPIRITED VERIZON CUSTOMER SERVICE ASSOCIATE TO JOIN OUR TEAM! Are you excited to bolster your customer service and sales prowess and have fun while doing so? Look no further, because we are seeking new talent to join our customer service and sales team as a Verizon Customer Service Associate. We are looking for...


  • Richmond, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Richmond, Virginia, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Richmond, United States Clear Concepts Management Full time

    Job DescriptionJob DescriptionIf you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level Client Service Specialist at Clear Concepts Management. In this role, you'll have the chance to build a strong foundation of...


  • Richmond, United States WorkRocket Full time

    The primary responsibility of this role is to meet or exceed client expectations related to the fulfilment and support of WorkRockets unique Recruitment Process Outsourcing (RPO) services. The ideal candidate will have exceptional communication and organizational skills. The ability to understand and take appropriate actions based upon standard recruiting...


  • Richmond, United States WorkRocket Full time

    The primary responsibility of this role is to meet or exceed client expectations related to the fulfilment and support of WorkRocket’s unique Recruitment Process Outsourcing (RPO) services. The ideal candidate will have exceptional communication and organizational skills. The ability to understand and take appropriate actions based upon standard recruiting...


  • Richmond, United States WorkRocket Full time

    The primary responsibility of this role is to meet or exceed client expectations related to the fulfilment and support of WorkRocket’s unique Recruitment Process Outsourcing (RPO) services. The ideal candidate will have exceptional communication and organizational skills. The ability to understand and take appropriate actions based upon standard recruiting...


  • Richmond, United States WorkRocket Full time

    The primary responsibility of this role is to meet or exceed client expectations related to the fulfilment and support of WorkRocket’s unique Recruitment Process Outsourcing (RPO) services. The ideal candidate will have exceptional communication and organizational skills. The ability to understand and take appropriate actions based upon standard recruiting...


  • Richmond, Virginia, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Richmond, United States 5 Legal Full time

    Job DescriptionJob DescriptionA global and top 100 Am Law firm seeks an associate to join their Private Wealth Services Team in their Richmond office.The ideal candidate must have 1-4 years of law firm experience in sophisticated estate planning, trust and estate administration, and fiduciary dispute matters, as well as business and income tax issues....


  • Richmond, United States MARKETview Education Partners LLC Full time

    About the team: The MARKETview team is united by a common passion to improve higher education access and the performance of colleges and universities. This is the spirit that drives every client partner relationship, as we serve the mission of each with an unwavering commitment to their goals and success. We are looking for equally passionate team members...