115 client associate jobs at 58 companies in Chapel Hill, NC
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Senior Registered Client Associate
Chapel Hill, North Carolina, United States
OnsiteFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years brokerage/client services experience, Series 7 and 63 completed, FINRA registration required; Microsoft Word/Excel/Outlook/PowerPoint proficiency; strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Blue Valley Cabinets: Distributor of RTA cabinets and closets for building projects.
0+ YOECustomer service experience preferred; strong communication, problem-solving, detail orientation; proficient in MS Office and customer service software.
Foundation Medicine: Molecular profiling for personalized cancer treatment and research.
2+ YOEHigh school diploma/GED, 2+ years customer-service experience, strong communication, data entry and computer skills, understanding of HIPAA and patient data privacy.
Envestnet: Provides an integrated wealth management technology platform for advisors.
1+ YOE1+ years client-facing financial services experience, troubleshooting and issue management skills, strong communication, organizational skills, and proficiency with Tamarac Reporting and Microsoft Office.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yrRemoteFull Time
PhreesiaNYSE: PHR: SaaS platform for patient intake and clinical engagement.
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment knowledge, client-service orientation, ability to learn new platforms, and at least a high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEHigh school diploma, 2 years business insurance experience, property & casualty license or ability to obtain within 90 days, legal authorization to work in the U.S.
VisasQ/ColemanTokyo Stock Exchange: 4490: Connects organizations with global experts for primary research insights.
Bachelor's or equivalent experience preferred; strong verbal/written communication, organization, problem-solving; US work authorization required; willingness to complete 12-week training.
Versana: Provides a real-time digital platform for syndicated loan data.
3+ YOE3+ years syndicated lending experience preferred, customer success/startup background, strong problem solving and communication, CRM exposure, understanding of financial products, experience in customer-facing roles and process planning.
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.
Part Time Client Experience Associate - Hightower Signature Wealth
Greensboro, North Carolina, United States
OnsitePart Time, Temporary
Hightower: Provides independent wealth management and financial planning services.
Strong communication, organization, problem-solving, documentation, multitasking, time-management, and collaboration skills; ability to prioritize tasks and work independently.
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
7+ YOEBachelor's degree in life sciences or related discipline; 7–10 years of relevant experience, including establishing and managing a high-quality department or core team.
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
7+ YOEBachelor's degree in life sciences or related field and 7–10 years of relevant experience, including establishing and managing a high-quality department or core team.
North Carolina State University: Public research university offering undergraduate and graduate degree programs.
2+ YOEAssociate or bachelor degree in IT or related field plus 2 years IT experience (or equivalent); ability to support Windows, Mac, and Linux endpoints, classroom AV, deployments, asset management, and strong customer service.
Parexel: Provides clinical research and regulatory services for drug development.
3+ YOEJ.D. and bar admission required; 3+ years legal experience preferred; drafting and negotiating commercial contracts; client-facing; strong communication, legal analysis and business acumen.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
4+ YOE4+ years in a similar banking, venture, credit or treasury role. Demonstrated ability to build client relationships, drive new business, and collaborate across teams.
Research Triangle Park, North Carolina, United States
HybridFull Time
SciVida: A life sciences-focused management consulting firm.
Proven experience delivering strategy consulting to life sciences clients, project management and team leadership experience, strong life sciences knowledge; advanced degree(s) highly preferred.