Client Account Support Specialist

1 week ago


Charlottesville, Virginia, United States Stifel Financial Full time
Position Overview

The Client Services Associate plays a crucial role in supporting Financial Advisors in the management of client accounts and documentation. This position involves a range of administrative responsibilities that are essential for maintaining high-quality client service.

Key Responsibilities
  • Assist Financial Advisors with the setup and ongoing management of client accounts.
  • Maintain accurate client records and ensure compliance with regulatory requirements.
  • Perform various administrative tasks, including document preparation and data entry.
  • Provide exceptional support to clients, addressing inquiries and resolving issues as they arise.
Qualifications

The ideal candidate will possess strong organizational skills, attention to detail, and the ability to work collaboratively in a fast-paced environment. A background in financial services or a related field is preferred.



  • Charlottesville, Virginia, United States Stifel Financial Full time

    Position OverviewThe Client Services Associate plays a crucial role in supporting Financial Advisors in the management of client accounts and documentation. This position involves a variety of administrative tasks that are essential for maintaining high-quality client service.Key ResponsibilitiesAssist Financial Advisors with the establishment and upkeep of...


  • Charlottesville, Virginia, United States vacle Full time

    We are seeking a dedicated and proficient Customer Service Representative to join our team at Vacle. In this role, you will be responsible for delivering outstanding support to our clients, acting as a vital link between our organization and the customers we serve. Your primary objective will be to address customer inquiries and resolve issues promptly,...


  • Charlottesville, Virginia, United States Stifel Financial Full time

    Position OverviewThe Client Relations Specialist plays a crucial role in supporting Financial Advisors by managing the establishment and upkeep of client accounts and documentation.Key ResponsibilitiesAssist Financial Advisors in the opening and maintenance of client accounts.Perform a variety of administrative tasks, including but not limited to, document...


  • Charlottesville, Virginia, United States vacle Full time

    We are seeking a dedicated and proficient Customer Service Representative to join our call center team at vacle. In this role, you will be responsible for delivering exceptional support to our clients, acting as a vital link between our organization and the customers we serve. Your primary objective will be to address customer inquiries and resolve issues...


  • Charlottesville, Virginia, United States Hantzmon Wiebel LLP Full time

    Job OverviewAbout UsAt Hantzmon Wiebel LLP, we are dedicated to delivering exceptional solutions and value through our professional services to businesses, individuals, and nonprofit organizations within our community.Our Commitment: We strive to leverage our status as the leading independent accounting and professional services firm in Central Virginia to...

  • Nurse Specialist

    1 week ago


    Charlottesville, Virginia, United States HealthEcareers - Client Full time

    Job Title: Nurse SpecialistJob Summary:We are seeking a skilled Nurse Specialist to join our team at HealthEcareers - Client. As a Nurse Specialist, you will be responsible for providing high-quality patient care and contributing to the development of our healthcare team.Key Responsibilities:Provide direct patient care, including assessment, planning,...


  • Charlottesville, Virginia, United States HealthEcareers - Client Full time

    Position OverviewSign-on Bonus and Relocation Assistance AvailableShift: Full-Time / Days / 36 HoursHealthEcareers - Client is in search of skilled Registered Nurses to become part of our esteemed interdisciplinary team within a large Academic University Medical Center.About the RoleAs a member of our renowned team, you will collaborate with nationally...


  • Charlottesville, Virginia, United States WorldStrides Educational Travel & Experiences Full time

    Organizational Excellence: Maintain a structured approach to managing tasks by utilizing an Excel Group Sheet to monitor the scheduling and completion of all necessary activities for each group. Proactive Communication: Regularly update, track, and inform Account Managers about forthcoming responsibilities through the Excel Group Sheet. Key Responsibilities:...


  • Charlottesville, Virginia, United States WorldStrides Full time

    WorldStrides Career OpportunityAbout Us: WorldStrides stands as a premier provider of educational travel experiences across the globe. Since our inception in 1967, we have been dedicated to offering a diverse array of experiential learning opportunities in over 100 countries, positively influencing the lives of hundreds of thousands of students each year....


  • Charlottesville, Virginia, United States Hantzmon Wiebel Full time

    About UsHantzmon Wiebel is a professional services firm dedicated to providing solutions and creating value for businesses, individuals, and nonprofits in our community.Our PurposeWe exist to utilize our expertise and entrepreneurial spirit to make a positive difference for our clients and community.Our VisionWe are committed to being the preeminent...

  • Travel Nurse RN

    3 days ago


    Charlottesville, Virginia, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Oncology SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - Oncology Specialist to join their team. As a Travel Nurse RN - Oncology Specialist, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.Job Summary:Provide direct patient care to oncology patients...


  • Charlottesville, Virginia, United States The Wyant Group Full time

    Become a Vital Part of The Wyant GroupAre you driven by a desire to assist others and foster meaningful relationships? The Wyant Group is seeking an individual who embodies these qualities to enhance our customer service efforts.Key ResponsibilitiesDeliver courteous and precise customer support, addressing inquiries related to insurance, policy...


  • Charlottesville, Virginia, United States HealthEcareers - Client Full time

    Position OverviewSign-on bonus and relocation assistance availableShift: Full-Time / Days / 36 HoursHealthEcareers - Client is in search of seasoned Registered Nurses to become integral members of our distinguished interdisciplinary team within a leading Academic University Medical Center.As part of our esteemed team, you will collaborate with nationally...


  • Charlottesville, Virginia, United States HealthEcareers - Client Full time

    Job DetailsJob Title: Travel Nurse RN Oncology SpecialistJob Type: Travel NursingSpecialty: OncologyDiscipline: Registered Nurse (RN)Shift: 12 hours, daysHours per Week: 48Duration: 13 weeksEmployment Type: TravelAbout the JobHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Specialist to join their team. As a travel nurse, you will have...


  • Charlottesville, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryThis role is responsible for providing exceptional customer service and laboratory-related communication to healthcare providers who utilize the UVA Medical Laboratories.Key ResponsibilitiesCommunicate Patient Results: Clearly and accurately convey patient results to laboratory clients, ensuring seamless communication and understanding.Client...


  • Charlottesville, Virginia, United States Monfalcone & Garris, PC Full time

    Job OverviewWe are in search of a Tax Support Specialist to enhance our operational team during the tax season. This role is pivotal as you will be the initial point of contact for numerous clients, performing essential clerical and administrative tasks that contribute to the overall success and expansion of our firm. We value candidates who possess a...


  • Charlottesville, Virginia, United States HealthEcareers - Client Full time

    Nursing Professional Development Specialist Job SummaryWe are seeking a highly skilled Nursing Professional Development Specialist to join our team at HealthEcareers - Client. As a key member of our healthcare team, you will be responsible for designing, implementing, and evaluating learning programs to enhance the skills and knowledge of our nursing...


  • Charlottesville, Virginia, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Specialist to join their team. As a travel nurse, you will have the opportunity to work in a variety of settings and gain valuable experience in oncology care.Job ResponsibilitiesProvide high-quality patient care in an oncology settingCollaborate with healthcare teams to develop...


  • Charlottesville, Virginia, United States Desktop & Depot Support Full time

    Desktop Support Role at Desktop & Depot SupportOverview:Desktop & Depot Support is seeking motivated professionals for the Desktop Support position in Charlottesville. This role involves collaborating with a prestigious client and entails the following responsibilities:Providing technical assistance for workstation software issuesManaging PC Installations,...


  • Charlottesville, Virginia, United States Desktop & Depot Support Full time

    Desktop Support Role at Desktop & Depot SupportOverview:Desktop & Depot Support is seeking motivated individuals for the position of Desktop Support in Charlottesville. This role involves collaboration with our valued clients and encompasses a variety of responsibilities, including:Providing technical assistance for workstation software issuesExecuting PC...