1mo
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Senior Client Associate
Charlotte, North Carolina, United States
HybridFull Time
1+ YOEHigh school diploma +1 year experience, proficiency in Microsoft Office, basic math, strong written/verbal communication and organizational skills; preferred associate's degree or professional certification and prior client relationship experience.
Microsoft Office, Document Management System (DMS)
1mo
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Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
SIE, Series 7 and Series 66 (or willing to obtain); proficiency with Microsoft Office; exceptional interpersonal, communication and organizational skills; professionalism and discretion when handling sensitive client information.
Microsoft Office
3mo
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOESupports Wealth Management Group; requires SIE/Series 7 with 66 preferred; 5 years in financial services; bachelor's or associate degree; experience with client relationship management systems.
Salentica, Microsoft Office, Schwab, First Clearing, custodian systems
1w
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Client Service Associate
Charlotte, North Carolina, United States
$16-$21/hr HybridPart Time
3+ YOE3+ years desired experience; strong organization, client communication, scheduling, invoicing, onboarding, and inventory coordination skills.
3mo
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEMinimum 3 years in client-facing financial services; strong relationship management; data/tech literacy; project management; excellent communication.
4w
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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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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Must hold FINRA SIE, Series 7 and Series 66 (63/65 accepted), demonstrate advanced industry knowledge, strong client-service skills, and comfort with technology; High School minimum; Bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Registered Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent, 3+ years relevant experience, Series 7 and state securities registration (S63/S66) required or ability to obtain within 150 days; client service experience, detail-oriented, strong analytical and computer skills.
22h
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PT Client Associate SouthPark Charlotte NC
Charlotte, North Carolina, United States
$15-$17/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience, proficiency with POS and Microsoft Applications, strong communication, ability to work weekends/evenings/holidays and non-traditional hours.
Microsoft Applications, POS
1w
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Client Service Associate
Charlotte, North Carolina, United States
$16-$21/hr HybridPart Time
3+ YOE3+ years customer service or administrative experience preferred; strong communication, scheduling, accounts receivable, onboarding, and inventory coordination skills.
4w
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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 in Microsoft Office, knowledge of brokerage operations, strong communication, time management, critical thinking, and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Senior Customs Client Support Associate
Charlotte, North Carolina, United States
$70k-$80k/yr OnsiteFull Time
5+ YOEMinimum 5 years in Customs Brokerage Operations; strong import process knowledge; CBP, FDA/EPA/CPSC knowledge; data analysis; Excel/PowerPoint; client-facing collaboration.
Microsoft Excel, Microsoft PowerPoint, Customs Navigator
4w
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Registered Client Service Associate
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma, Series 7 and 63 or 66, minimum 2 years investment industry experience, proficiency in Microsoft Office, administrative and customer service skills, strong communication and critical thinking.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Service Representative Rea Farms
Charlotte, North Carolina, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow through the hospital, maximizing team productivity, and ensuring clear communication with clients and associates.
1mo
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Brokerage Registered Client Service Associate - Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
Bachelor's degree or equivalent experience, securities industry or sales assistant experience, FINRA SIE/Series 7/Series 66 licenses, SalesForce and Microsoft Office proficiency, strong communication and time-management skills.
SalesForce, Microsoft Office
2w
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Associate, Global Client Group
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
1+ YOEBachelor's degree,1-3 years in financial services,proactive learner,strong quantitative and communication skills,Excel and Access proficiency,SIE/Series 7/63/66 required within 12 weeks.
Microsoft Excel, Microsoft Access
3w
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Associate Client Services Operations Analyst
Charlotte or New York City
HybridFull Time
Bachelor's or equivalent experience; hands-on experience with Freshservice, PSA tooling (OpenAir, SuiteProjects Pro, etc.), Jira, Salesforce, SharePoint; strong Excel and data skills; service mindset, attention to detail, and ability to manage SLAs.
Freshservice, OpenAir, Jira, Smartsheet, Intapp Time, Salesforce, DealCloud/OP4i, SharePoint, SuiteProjects Pro, Katana, Certinia, Tableau, Microsoft Excel
2w
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Senior Audit Associate (Client Service)
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor's in accounting or related field, 2+ years public accounting audit experience, CPA preferred/eligible, financial institution audit preferred, proficiency with Microsoft Office, Engagement, and Knowledge Coach.
Microsoft Office, Engagement, Knowledge Coach
1mo
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Sales Associate
Charlotte, North Carolina, United States
OnsitePart Time
Customer-focused retail associate with strong communication, selling skills, and flexibility to work nights, weekends, and holidays; maintains store presentation and builds client relationships.
1mo
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CAAS Senior Associate
Alpharetta or Atlanta or Charlotte or Huntsville or Plymouth
HybridFull Time
3+ YOEBachelor's in Accounting required; 3+ years public/outsourced/industry accounting experience; CPA preferred or in-progress; proficiency with QuickBooks Online and Microsoft Excel; knowledge of full‑cycle accounting and financial reporting.
QuickBooks Online, Microsoft Excel, Sage Intacct, Xero, NetSuite, Bill.com