11 client accounting services associate jobs at 5 companies in Liberty, NC
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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
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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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
2d
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Collections/Client Relations Coordinator
Atlanta or Montgomery County or Charlotte or Chester County or Greensboro or Greenville or Miami or Philadelphia or Pittsburgh or Sarasota or Bucks County or West Palm Beach or Wilmington
OnsiteFull Time
5+ YOEAssociate degree or equivalent experience required; bachelor's preferred. Requires 5+ years of collections experience, advanced Microsoft Excel skills, strong organization, communication, customer service, and financial accuracy.
3E, ARCS 3G, Microsoft Excel
2w
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Tax Associate
Reidsville, North Carolina, United States
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or equivalent required; accounting or finance degree preferred.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
2w
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Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
2+ YOERequires 2+ years at a financial institution focused on high-net-worth client service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law preferred.
5d
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Portfolio Management Senior Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
2+ YOEMinimum 2 years with a financial institution serving high-net-worth clients in service and sales. Investment administration experience desired; bachelor's degree in business, finance, economics, or law desired.
2mo
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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
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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Customer Service and Sales Associate
Morrisville, North Carolina, United States
OnsiteFull Time
0+ YOEGreet and assist clients, manage accounts and retail sales, schedule classes/appointments, follow up leads, and use Microsoft Suite; evening and weekend availability required; no experience necessary—training provided.
Microsoft Suite