119 client associate jobs at 66 companies in Indian Trail, NC
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Senior Client Associate
Charlotte, North Carolina, United States
HybridFull Time
1+ YOEHigh school diploma +1 year experience, proficiency in Microsoft Office, basic math, strong written/verbal communication and organizational skills; preferred associate's degree or professional certification and prior client relationship experience.
Microsoft Office, Document Management System (DMS)
1mo
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEMinimum 3 years client-facing financial services experience; relationship management, project management, data/tech literacy, reporting and presentation skills; strong communication, negotiation, and strategic thinking.
1w
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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
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
1w
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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
2w
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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.
2w
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
FINRA SIE, Series 7 and Series 66 (63 or 65 accepted), industry knowledge of investment products, client service experience, strong communication, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel
3mo
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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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Veterinary Client Service Supervisor
Charlotte, North Carolina, United States
$22-$31/hr OnsiteFull Time
Supervise client services team, ensure staffing and training, handle client concerns, coach associates, and coordinate with clinical and management staff.
2d
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Work From Home - Client Services Associate
Rock Hill, South Carolina, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help others.
Zoom
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.
1w
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Client Relations Associate - Customer Service - Monday- Friday 9a-6p (SC, Rock Hill)
Rock Hill, South Carolina, United States
OnsiteFull Time
Prism Medical Products: Distributes home medical supplies for wound and ostomy care.
Handling high-volume inbound/outbound calls, resolving client issues, navigating operations and client-relations software, using Microsoft Outlook and Medchat, and working with Medicare/private insurance files.
Microsoft Outlook, Medchat
3w
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Associate Client Compensation Consultant
Fort Mill or Charlotte
$23-$38/hr OnsiteFull Time
3+ YOE3+ years operations or comparable experience; strong organizational, communication, and problem-solving skills; experience with case/queue management, Excel (pivot/vlookup); Oracle/ComRidge, Dynamics, Salesforce preferred; college degree preferred.
Oracle, ComRidge, Dynamics, Salesforce, Microsoft Excel
3w
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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
1mo
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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
2w
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Associate Director, Clinical Client Services
Charlotte or Denver or New York City
$160k-$190k/yr HybridFull Time
6+ YOEPharmD and active pharmacist license (or ability to obtain), 6+ years PBM/managed care experience, leadership experience, formulary/utilization/specialty pharmacy expertise, ability to translate clinical and claims data, travel up to 25%.
1w
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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.
1w
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Registered Clint Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma required, college preferred. Series 7 and Series 66 or Series 63+65 required. Strong client service, Microsoft Office, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3w
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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