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.
9h
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
Microsoft Office
1w
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Senior Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEHigh School Diploma and 1 year related experience required; Bachelor’s preferred. Proficiency in Microsoft Office, basic math, and Life & Health License (or obtained within 90 days).
Microsoft Office, Document Management System (DMS)
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.
1d
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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.
2mo
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Brokerage Registered Client Service Associate
Gastonia, North Carolina, United States
OnsiteFull Time
Bachelor's degree; securities industry experience; FINRA SIE, Series 7 and 66 licenses (or able to obtain); strong client service and communication; knowledge of markets and brokerage accounts.
SalesForce, Microsoft Office, Trading platforms
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
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.
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
2w
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Copy of Client Account Representative II
Shelby, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years client service or business office experience; high school diploma or GED required; associate degree preferred; strong written and verbal communication, Microsoft Office proficiency, multitasking, organization, and customer-service skills.
Microsoft Office
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
1d
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Ultra High Net Worth Client Case Representative, Senior Associate
Charlotte, North Carolina, United States
$84k-$92k/yr HybridFull Time
3+ YOE3+ years financial services experience, undergraduate degree or equivalent, active SIE and Series 7 and Series 66 (or obtain within 90 days), client service and consultative skills.
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