1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Client Service Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
High school diploma required (college preferred). Strong Microsoft Office and computer skills, client service experience preferred. Willingness to obtain Series 7/66 or Series 63/65. Strong communication, writing, organization, and teamwork skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
Save
Mark Applied
Hide
Client Service Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
High school diploma required (college preferred). Strong Microsoft Office skills, client service, writing and organizational skills. Industry experience is a plus. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 exams.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
17h
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yr OnsiteFull Time
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.