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 Fargo
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
2mo
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Client Experience Associate
Knightdale, North Carolina, United States
OnsiteFull Time
Blue Valley Cabinets
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.
Microsoft Office, Customer service software
1mo
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Client Services Associate
Morrisville, North Carolina, United States
$41k-$51k/yr HybridFull Time
Foundation Medicine
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.
Microsoft Office
1w
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Client Service Associate - Tamarac Reporting
Raleigh, North Carolina, United States
$49k-$61k/yr HybridFull Time
Envestnet
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.
Tamarac Reporting, Microsoft Office
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
Bank of America
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
2w
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Senior Associate, Client Solutions- Network Solutions
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yr RemoteFull Time
Phreesia
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%
Jira, Monday.com, Ziflow
3mo
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Client Service Associate - NR
Chapel Hill, North Carolina, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
0+ YOEAdministrative knowledge; industry knowledge; time management; critical thinking; customer and interpersonal skills; communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
Bank of America
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
4w
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Client Support Associate, Business Insurance
Greensboro, North Carolina, United States
HybridFull Time
Marsh McLennan
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.
EPIC, Sagitta, ImageRight
2w
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Associate, Client Management ( September Start)
Raleigh, North Carolina, United States
HybridFull Time
VisasQ/Coleman
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.
1mo
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Client Success Operations Associate
Raleigh, North Carolina, United States
HybridFull Time
Versana
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.
4w
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Registered Client Service Associate - Raleigh, NC
Raleigh, North Carolina, United States
$26-$43/hr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
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
1d
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Part Time Client Experience Associate - Hightower Signature Wealth
Greensboro, North Carolina, United States
OnsitePart Time, Temporary
Hightower
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.
6d
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Client Relationship Associate Director, Connected Devices PM (Clinical Research)
Durham or Indianapolis or Lexington
$90k-$251k/yr OnsiteFull Time
IQVIA
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.
Microsoft Excel, Microsoft Word
6d
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Client Relationship Associate Director, Connected Devices PM (Clinical Research)
Durham or Indianapolis or Lexington
$90k-$251k/yr RemoteFull Time
IQVIA
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.
Microsoft Excel, Microsoft Word
1w
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IT Client Support Professional
Raleigh, North Carolina, United States
$57k-$62k/yr OnsiteFull Time
North Carolina State University
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.
Windows, Mac, Linux
1mo
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Associate
Raleigh or Atlanta or Framingham
HybridFull Time
ScottMadden
ScottMadden: Provides management consulting services for energy and utility organizations.
3+ YOEMaster's in business administration required; 3+ years post-undergraduate experience; strong analytical, writing, communication, problem-solving, client-facing skills; advanced Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
1mo
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Associate Counsel
Raleigh, North Carolina, United States
HybridFull Time
Parexel
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.
3mo
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Banker Associate- Emerging Middle Market- Associate
Raleigh or Greensboro or Wilmington
OnsiteFull Time
JPMorgan Chase
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.
1mo
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Associate Principal
Research Triangle Park, North Carolina, United States
HybridFull Time
SciVida
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.