Client Relationship Associate
2 weeks ago
Are you a detail-oriented administrative professional looking for a pivotal role in a thriving financial advisory practice? If you're eager to be the right-hand support to a dynamic team and play a crucial part in client satisfaction, this opportunity is for you
The Richmond Group USA (TRG) is seeking a Are you a detail-oriented administrative professional looking for a pivotal role in a thriving financial advisory practice? If you're eager to be the right-hand support to a dynamic team and play a crucial part in client satisfaction, this opportunity is for you
The Richmond Group USA (TRG) is seeking a Client Relationship Associate to join a close-knit team, where you'll take charge of office administration and client communication.
In this role, you will:
- Learn from top advisors and start spotting financial planning needs and solutions.
- Prep for client meetings and get everything ready.
- Be in the room for client meetings, taking notes and keeping track of next steps.
- Follow up with clients to keep things moving smoothly.
We are looking for someone with:
- A bachelors degree, preferably in business administration.
- 5+ years of experience in a professional office setting.
- A proven track record of exceptional organizational skills, professionalism, discretion, and confidentiality.
- Proficiency in MS Office and QuickBooks. Advanced MS Excel skills.
- Excellent written and oral communication skills.
This is your chance to grow within a supportive team and make a meaningful impact on client success
If you are interested in this or future opportunities in your area, please send a Word-Formatted resume to krissy@richgroupusa.com. We'll reach out to you when opportunities match your geography and experience. All inquiries are confidential, and your information will not be shared without your approval.
All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.
-
Client Relationship Associate
3 weeks ago
Richmond, United States The Richmond Group USA Full timeAre you a detail-oriented administrative professional looking for a pivotal role in a thriving financial advisory practice? If you're eager to be the right-hand support to a dynamic team and play a crucial part in client satisfaction, this opportunity is for you!The Richmond Group USA (TRG) is seeking a Are you a detail-oriented administrative professional...
-
Client Relationship Associate
1 week ago
richmond, United States The Richmond Group USA Full timeAre you a detail-oriented administrative professional looking for a pivotal role in a thriving financial advisory practice? If you're eager to be the right-hand support to a dynamic team and play a crucial part in client satisfaction, this opportunity is for you!The Richmond Group USA (TRG) is seeking a Are you a detail-oriented administrative professional...
-
Client Relationship Associate
1 week ago
richmond, United States The Richmond Group USA Full timeAre you a detail-oriented administrative professional looking for a pivotal role in a thriving financial advisory practice? If you're eager to be the right-hand support to a dynamic team and play a crucial part in client satisfaction, this opportunity is for you!The Richmond Group USA (TRG) is seeking a Are you a detail-oriented administrative professional...
-
Client Relationship Specialist
1 week ago
Richmond, Indiana, United States U.S. Bank National Association Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at U.S. Bank National Association. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients, helping them achieve their financial goals, and driving business growth.Key...
-
Client Relationship Manager
2 days ago
Richmond, United States ARK Solutions, Inc. Full timeARK Solutions, Inc., is seeking a Client Relationship Manager to support their Sales Team. ARK Solutions, Inc. (www.ARKSolutionsinc.com) is a staffing services provider specializing in IT & Legal Staffing. Our clients include some of the Fortune 500 companies, State, Local and Federal Government. Since 2003 ARK Solutions has been nurturing quality...
-
Client Relationship Manager
2 days ago
Richmond, United States ARK Solutions, Inc. Full timeARK Solutions, Inc., is seeking a Client Relationship Manager to support their Sales Team. ARK Solutions, Inc. () is a staffing services provider specializing in IT & Legal Staffing. Our clients include some of the Fortune 500 companies, State, Local and Federal Government. Since 2003 ARK Solutions has been nurturing quality relationships with its clients...
-
Client Relationship Manager
2 weeks ago
Richmond, Virginia, United States Insight Global Full timeJob OverviewRELOCATION PROVIDEDPosition SummaryInsight Global is seeking a Client Relationship Manager to support one of our premier real estate partners. In this role, you will be an integral part of a vibrant team that acts as a strategic digital marketing ally to the residential real estate sector. Through compelling virtual sales presentations, you will...
-
Client Relationship Manager
2 weeks ago
Richmond, Virginia, United States Sun Life Financial Full timeFINANCIAL SERVICES ADVISORJob Overview:At Sun Life Financial, we are looking for dedicated individuals who are passionate about helping others achieve their financial goals. As a Financial Services Advisor, you will have the opportunity to build meaningful relationships and provide tailored financial advice to clients at various life stages.Key...
-
Client Relationship Specialist
2 weeks ago
Richmond, Virginia, United States Truist Financial Corporation Full timeRole Overview:As a vital member of our team, you will ensure the prompt and accurate execution of client transactions while meticulously maintaining financial records and managing all assigned funds. Key Responsibilities:Deliver exceptional service quality by identifying and addressing the financial requirements of our clients. Your role will encompass:...
-
Client Relationship Manager
2 weeks ago
Richmond Heights, Virginia, United States CruiTek, LLC Full timeClient Relationship ManagerDay ShiftOnsiteContract to HireJoin a Leading CompanyUnlimited Growth OpportunitiesPaid Certifications upon Permanent HireRole Overview:The Client Relationship Manager is pivotal in nurturing and managing the Managed Services customer relationship. This role involves facilitating interactions between key clients and the Managed...
-
Client Relationship Specialist
7 days ago
Richmond Heights, Virginia, United States Allianz Partners Full timeJob SummaryWe are seeking a highly skilled Strategic Partnership Manager to join our team at Allianz Partners. As a key member of our partnership team, you will be responsible for managing and retaining new and existing strategic partners.Key ResponsibilitiesManage day-to-day business needs of partners, including monthly reporting, program implementation,...
-
Client Relationship Manager
1 week ago
Richmond, Virginia, United States Atlantic Union Bank Full timeRole Overview:As a key member of our team, you will cultivate and sustain robust client relationships, emphasizing the development of new business opportunities that enhance service fees and deposit growth.Client Engagement:Your primary responsibility will be to evaluate client requirements and propose tailored engagement strategies that align with their...
-
Client Relationship Manager
3 weeks ago
Richmond, United States Ernest Full timeErnest is currently in search of a B2B Outside Sales Rep (Client Relationship Manager) for our division located in Richmond, VA. This is a full time position that offers a competitive base salary, plus commission, along with benefits.For over 75 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the...
-
Richmond, Virginia, United States NY LIFE Full timeJob OverviewAt New York Life, our commitment is to deliver financial stability and assurance through our comprehensive range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in all our dealings with clients, partners, and colleagues. With a foundation built on confidence and humility, we are dedicated to serving as...
-
Client Relations Associate
3 weeks ago
Richmond, United States MGN Foundation Full time $35,000 - $50,000Job DescriptionJob DescriptionWe are seeking an Entry Level Client Relations Associate to act as the face of client brands at in person marketing campaigns. We create tailored marketing campaigns for some of the largest nonprofit organizations in the nation. We have an immediate need of a professional with excellent customer service skills to maintain...
-
Client Relations Associate
2 weeks ago
Richmond, United States MGN Foundation Full time $35,000 - $50,000Job DescriptionJob DescriptionWe are seeking an Entry Level Client Relations Associate to act as the face of client brands at in person marketing campaigns. We create tailored marketing campaigns for some of the largest nonprofit organizations in the nation. We have an immediate need of a professional with excellent customer service skills to maintain...
-
Registered Client Associate
2 months ago
Richmond, Virginia, United States Wells Fargo Full timeAbout this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at .In this role, you will: Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via...
-
Richmond, Virginia, United States NY LIFE Full timeJob OverviewAt New York Life, our commitment is to ensure financial stability and tranquility through our diverse range of insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation built on confidence and humility, we act as responsible stewards for...
-
Tax Senior Associate II
5 days ago
Richmond, Virginia, United States Forvis Mazars, LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Associate II to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries.Key ResponsibilitiesProvide Tax Compliance and Advisory Services: Offer...
-
Tax Senior Associate ll | Private Client
2 weeks ago
Richmond, United States Forvis Mazars, LLP Full timeGeneral informationNameTax - Senior Associate ll - Private ClientPosting TitleTax Senior Associate ll | Private ClientRef #2232280Date PublishedThursday, April 11, 2024CityRichmondStateVirginiaCountryUnited StatesJob CategoryTaxOfficeRichmond VA (Forvis)Advertised LocationUS-VA-Norfolk, US-VA-RichmondWorking timeFull TimeDescription & RequirementsForvis...