Client Associate - Virginia Beach

About Core Assurance Partners, A Division of Patriot Growth Insurance Services: Launched in 2017 in Virginia Beach, Virginia, Core Assurance delivers decades of global industry experience through innovation and collaboration. We are a client-centric insurance, surety, and risk ma ...

About Core Assurance Partners, A Division of Patriot Growth Insurance Services: Launched in 2017 in Virginia Beach, Virginia, Core Assurance delivers decades of global industry experience through innovation and collaboration. We are a client-centric insurance, surety, and risk ma ...

The Client Associate will coordinate between the producer, client, · and insurance companies to provide high-quality service · and maintain positive client relationships. · ...

This is a full-time role for a Client Services Associate located in Virginia Beach, VA. The position involves handling client interactions, delivering exceptional customer service, and providing support for financial advisors. · Addressing client inquiries · ...

We are seeking a Client Services Associate for a full-time role at our Virginia Beach location.The successful candidate will support various client service needs and provide exceptional customer service. · ...

We are seeking a Client Services Associate for a full-time role at our Virginia Beach location. The successful candidate will support various client service needs and provide exceptional customer service. · Proficiency in Client Services and Customer Service to effectively addres ...

The Client Associate II provides administrative support to the Trust Advisors and/or the Client Advisors within Wealth Management. · Position Accountabilities · Serve as primary contact for clients. · Handles or refers client questions and complaints to the appropriate advisor. · ...

Oppenheimer & Co. Inc.'s Private Client Division is seeking a Registered Client Service Associate for their Virginia Beach branch office. · The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth managem ...

Who We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities b ...

This role provides support to lead service and/or client advisors by following established workflows and procedures on routine work. · ...

Wealth and Investment Management is seeking a Client Associate as part of Wells Fargo Advisors. · ...

We are seeking a Client Service Associate to provide exceptional service and support to our clients while assisting with marketing and outreach initiatives. · Serve as the main point of contact for client inquiries and support · Assist with executing marketing campaigns and outre ...

We are seeking a motivated and enthusiastic Entry-Level Client Associate to join our growing team. This role is perfect for individuals eager to gain hands-on experience in event marketing, client relationship management, and experiential campaigns. · You'll support clients, assi ...

We are a premier event marketing firm dedicated to delivering impactful brand experiences that drive client success. Focused on creativity and client satisfaction our campaigns leave a lasting impression and elevate brand visibility. · Act as the primary point of contact for clie ...

The Registered Client Service Associate role supports Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. The candidate should be able to operate independently as well as a member of a small team. · ...

We are seeking a detail-oriented and enthusiastic Client Relations Associate to support client relationships and ensure the successful execution of event marketing campaigns. · ...

We are a leading event marketing agency committed to delivering unforgettable brand experiences that drive engagement and business growth. Our team thrives on creativity, innovation, and exceptional client service, consistently producing results that exceed expectations. · We're ...

The Client Service Associate - Operations provides operational support to our Wealth Managers and/or Principals, providing services for 100 to 200 clients.  The Client Associate is a key member of the service team for each client and serves as the liaison that facilitates the rel ...

The Client Service Associate - Operations provides operational support to our Wealth Managers and/or Principals, providing services for 100 to 200 clients.  The Client Associate is a key member of the service team for each client and serves as the liaison that facilitates the rel ...

The Associate, Client Service is an integral part of APC's institutional business development team. · Gather and organize data used across the product suite. · Prepare monthly and quarterly reporting for institutional portfolios. · ...