22 client accounting services associate jobs at 8 companies in Apex, NC
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors; hold FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63/65 accepted), strong client service and investment product knowledge, proficiency with Microsoft Office and Salesforce, high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate - Raleigh, NC
Raleigh, North Carolina, United States
$26-$43/hr OnsiteFull Time
3+ YOEActive Series 7 or Series 66 (or Series 63/65 combination) required; strong knowledge of financial products; excellent communication; highly organized; proficiency in Microsoft Office and CRM; bachelor’s preferred; 3+ years in financial services preferred.
Microsoft Office, CRM
2mo
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Wealth Operations Senior Associate
Phoenix or Raleigh
OnsiteFull Time
3+ YOE3+ years operations/back office/client service experience in financial services; familiarity with custodian paperwork and account onboarding; strong attention to detail, communication, CRM and Microsoft Office skills.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
5d
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Tax Associate
Fayetteville, North Carolina, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1mo
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Sales Associate & Customer Service Personnel
Holly Springs, North Carolina, United States
OnsitePart Time
0+ YOEProvide customer service and sales at a swim school: greet clients, enroll students, manage retail and accounts, follow up leads, perform social media posting, and work evenings/weekends; no experience necessary — training provided.
Microsoft Suite
3w
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Associate Trust Administrator
Farmington Hills or Raleigh
OnsiteFull Time
2+ YOEHigh school diploma required, bachelor’s preferred. 2+ years fiduciary administration or client service experience preferred. Knowledge of trust administration, estate and tax concepts. Strong client service, attention to detail, and communication skills.
2mo
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Customer Service and Sales Associate
Morrisville, North Carolina, United States
OnsiteFull Time
0+ YOEGreeting and assisting clients, maintaining client accounts and payments, scheduling classes/appointments, managing retail sales, following up leads by phone/text, and working evenings/weekends; CPR and First Aid preferred; experience with Microsoft Suite.
Microsoft Suite
2mo
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U.S. Private Bank - Private Banker - Associate
Raleigh, North Carolina, United States
OnsiteFull Time
3+ YOEThree+ years in private banking or financial services; Bachelor's degree; Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days; proven sales and client-focus.
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