35 client associate jobs at 17 companies in Elizabeth City, NC
2d
Save
Mark Applied
Hide
2d
Client Associate
Virginia Beach, Virginia, United States
$67k-$101k/yrHybridFull Time
Patriot Growth Insurance Services: National insurance brokerage firm providing diverse insurance and risk management solutions.
5+ YOERequires 5+ years of insurance experience, active Virginia property and casualty license, high school diploma or equivalent, commercial insurance servicing knowledge, communication, organization, and Microsoft Office proficiency.
Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred.
Experience in financial services or banking preferred; strong organization, communication, customer service, Microsoft Outlook/Word/Excel proficiency, ability to manage account paperwork and adhere to industry regulations.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted); advanced investment product knowledge; strong client service, communication, and tech adaptability; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted in lieu of 66). High school diploma/GED. Client service experience, strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow through the veterinary hospital, supports team productivity, communicates with clients and associates, and delivers welcoming, efficient service.
3+ YOESeries 7 and 63/65 (or 66) registration within six months, 3+ years sales assistant/CSA experience in brokerage, strong MS Office proficiency, confidentiality, organization, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Paradigm: Provides secure printed and digital academic diplomas and credentials.
1+ YOE1-3 years in customer service or administrative work; associate or bachelor’s degree preferred; CRM experience a plus; MS Dynamics 365 preferred.
Cooper Hurley Injury Lawyers: Personal injury law firm handling accident and injury claims.
Licensed in Virginia State Bar, J.D. graduate, strong legal writing/research, organized, client-focused, comfortable with Microsoft Office and Filevine; litigation and pre-litigation case management experience.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; complete the H&R Block Income Tax Course, interact with clients, explain tax information, solve problems, use digital tools, and have a high school diploma or GED.
Morgan StanleyNYSE: MS: Provides global financial services including investment banking and wealth management.
Bachelor's degree in a related field or equivalent experience, strong communication and networking skills, client-listening ability, background check, assessments, and unrestricted US work authorization.
Securities Industry Essentials (SIE), Series 7, Series 66
American Income LifeNYSE: GL: Provides life and supplemental health insurance for working families.
Strong communication, customer service, organization, adaptability, and self-motivation; must be 18+, legally authorized and located in the U.S., with a computer, internet, webcam, microphone, and workspace.
StretchLabNYSE: XPOF: Assisted stretching services to improve mobility and wellness.
No experience required; training provided. Requires strong people skills, client communication, organization, reliability, basic computer skills, and evening or weekend availability.
Part Time (20 Hours) Associate Banker, Harbour View Suffolk Branch, Suffolk, VA
Suffolk, Virginia, United States
$20-$25/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open and service accounts, handle cash devices, use digital banking tools; high school diploma or GED required; client service experience preferred.
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Durham or Austin or Bethlehem or Boston or Carlsbad or Chesapeake or Falls Church or Greenwich or Marietta or Milwaukee or New Providence or New York or Northborough or Parsippany or Providence or Richmond or Rockville or Rosemont or San Francisco or San Mateo or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and healthcare data analytics services.
7+ YOE5+ MgmtMaster's in epidemiology/biostatistics with 7+ years evidence synthesis experience (PhD preferred), 5+ years client-facing experience, strong SLR and ITC/NMA expertise, Bayesian meta-analysis, and proficiency with PowerPoint, Excel, and Word.
Dataprise: Provides managed IT, cybersecurity, and cloud infrastructure services.
Onsite technical experience installing and configuring network and endpoint hardware, familiarity with ticketing systems, associate's degree or technical certification, and professional client communication.
Goldbelt: Provides professional services and government contracting for federal agencies.
2+ YOEAssociate degree in nursing required, 2 years RN case management experience within last 3 years, must hold RN licensure in client state when servicing out-of-state clients, possess one of several case management certifications, and be able to travel.