25 client accounting services associate jobs at 8 companies in Erwin, NC
1mo
Save
Mark Applied
Hide
Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEProvide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
Save
Mark Applied
Hide
Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, proficiency with Microsoft Office, administrative and customer service skills, basic brokerage industry knowledge.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
4w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Registered Branch Associate - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
Requires Series 7 and Series 66 (or ability to obtain), FINRA registrations within three months, state insurance licenses, high school diploma (bachelor's preferred), strong problem solving, regulatory knowledge, and client service skills; 3-5 years in securities/financial services preferred.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
Explore Jobs