37 client associate jobs at 23 companies in Greensboro, 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
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors; manage client materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
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.
Strong customer service, organization, communication, attention to detail, teamwork, ethics, and Microsoft Office proficiency; Series 7, 63, and 65 or 66 preferred, or licensing within 12 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM
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.
BAYADA Home Health Care: Provides professional home health care and nursing services.
Bachelor's preferred (Associates minimum), knowledge of Medicare/OASIS and medical office/home care experience preferred, supervisory experience preferred, strong EMR and computer skills, excellent communication.
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.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
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.
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.
OT Growth Partners: Operates a network of Orangetheory Fitness studio locations.
Requires weekend and afternoon/evening availability, enthusiasm for fitness, excellent communication, teamwork, client follow-up, sales, and professional concern resolution.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 pounds, strong organization and communication, availability nights/weekends/holidays, punctual and reliable.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1–2 years retail or client-facing experience, ability to lift up to 50 lbs, strong communication and organizational skills, punctual and available for nights/weekends/holidays.
ECS: Provides geotechnical, environmental and construction materials engineering services.
8+ YOE8+ years experience with a professional engineering or geology license (or 12+ years with certifications). Bachelor’s degree preferred, expertise in construction materials testing, ASTM standards, technical leadership, mentoring, and client-facing skills.
Danville Family Vet: Full-service animal hospital providing veterinary care and boarding.
0+ YOEDVM/VMD with active or eligible state veterinary license. New graduates welcome. Strong medical, surgical, diagnostic, communication, and client-relationship skills; ability to lift up to 50 lbs and handle animals up to 130 lbs.
King Law Offices: Provides legal representation for family, criminal, and civil matters.
Juris Doctor and active North Carolina bar membership required; strong research, writing, client communication, and case-management skills; courtroom and litigation experience preferred.
Glow Brands: Operates tanning, fitness, and wellness retail franchises.
Provide customer service, meet sales goals, basic computer skills, multitask (cleaning and client engagement), stand for long periods, lift boxes, and follow company policies.
ECS Limited: Provides geotechnical, environmental, and facilities engineering consulting services.
8+ YOE8+ years experience with professional engineering or geology license (or 12 years with certifications), knowledge of CMT and ASTM standards, leadership, project oversight, business development, and client consulting skills.
Kind Behavioral Health: Providing Applied Behavior Analysis therapy for children with autism.
2+ YOEBCBA credentialed for at least 2 years, with strong clinical KPI knowledge and good standing across client service, cancellation, documentation, conversion, and RBT supervision metrics.