Jobs near James City: 4,693
RS
Relevance Score ranked on: CLIENT
Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen
Assists Financial Advisors Ensure that each customer receives outstanding client experience. Maintain and service client needs for both brokerage and direct accounts Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service. Establish...
Search Terms: Registered, Wealth, Management, Assistant, Client
72.9
6.1mi
Updated: May 20
Client Services Representative II- Premier Priority Card
Richmond
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a cult...
Search Terms: Client Service, Representative, Financial, Solutions Advisor, Retail
71.1
0mi
Updated: June 27
Client Service Representative (Scott's Addition)
Richmond
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Busine...
Search Terms: Client Service, Representative, Service, Business, Retail
69.5
0mi
Updated: June 26
Client Manager EHB
Richmond
Client Manager, Employee Health & Benefits. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about wha...
Search Terms: Manager, Benefits, Client Service, Business Services, Health
69.4
0mi
Updated: June 16
Client Service Specialist
Glen Allen
Prepare Excel spreadsheets and assemble additional administrative and compliance requirements for presentation to clients for new and renewing business. Submit applications, client changes, and new product enrollment forms to the carriers on behalf of clients and follow up to ensure process completio...
Search Terms: Client Service, Specialist, Service, Microsoft, Skills
63.7
6.1mi
Updated: May 19
Client Service Representative (Genito)
Midlothian
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, products, policies and procedures. Open new Busine...
Search Terms: Client Service, Representative, Service, Business, Retail
63.5
12mi
Updated: June 24
Retail Mortgage Loan Originator
Richmond
Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILI...
Search Terms: Mortgage, Retail, Loan Originator, Banking, Client
60.6
0mi
Updated: June 06
Economic Empowerment - ReR - AmeriCorps
Richmond
Assess client needs and goals through a full intake assessment. Registering and assessing clients for the Employment Navigation services. Help clients establish a plan for goal-attainment based on the intake. Work directly with clients through the 6-session program curriculum or match clients with tr...
Search Terms: Power, High School, Project Management, Business Services, Client
60.3
0mi
Updated: May 30
Economic Empowerment - AmeriCorps
Richmond
Deliver vocational training workshops to prepare clients entering the U.S. workforce, covering topics including, but not limited to, U.S. work culture and expectations, digital literacy skills, work documentation and new hire paperwork, resume writing, and interview preparation. - Assess the efficacy...
Search Terms: Power, High School, Business Services, Client
60.2
0mi
Updated: May 29
Income & Benefits Specialist
Richmond
Responsible for income and benefits services provided to clients, linkage to benefits and other community resources, follow-up of services, and monitoring progress Conducts initial screenings to determine eligibility, schedules appointments, and provides assistance to clients to complete benefits enr...
Search Terms: Benefits Specialist, Benefits, Specialist, Administrative, Client
60.2
0mi
Updated: May 28
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