13 client associate jobs at 9 companies in Morganton, NC
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Brokerage Registered Client Service Associate
Gastonia, North Carolina, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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.
Brokerage Registered Client Service Associate - Morganton, NC
Morganton, North Carolina, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's degree or equivalent experience; securities industry or sales assistant experience; FINRA SIE, Series 7 and Series 66 licenses (or obtain within 365 days); strong telephone, communication, and Microsoft Office skills; Salesforce experience preferred.
C.A. Short Company: Provides cloud-based employee recognition and engagement platforms.
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.
King Law Offices: Provides legal representation for family, criminal, and civil matters.
Juris Doctor from an accredited law school; NC Bar license; strong research, writing, analytical and client-service skills; ability to manage multiple cases and deadlines; courtroom experience preferred but not required.
IndeVets: Tech-enabled provider of flexible veterinary staffing and medical services.
1+ YOEDVM/VMD required from AVMA-accredited program, active veterinarian license/DEA as applicable, 1+ year small animal clinical experience, confidence practicing independently, strong communication and client skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use digital banking tools, handle cash operations, and learn products; high school diploma/GED and client service experience required.
King Law Offices: Provides legal representation for family, criminal, and civil matters.
Juris Doctor from an accredited law school; licensed to practice in North Carolina; strong research, writing, and client-service skills; ability to manage multiple cases and deadlines.
King Law Offices: Provides legal representation for family, criminal, and civil matters.
JD licensed to practice in North Carolina; strong research, writing, and client service skills; ability to manage multiple cases and communicate effectively.
Automated Systems Design (ASD): Design and implementation of workplace technology and low-voltage systems
4+ YOE4+ years of Project Management experience; associate or bachelor’s degree preferred; PMP/RCDD/CTS preferred; low voltage licenses preferred; strong client-facing and communication skills.
CRM software, Microsoft Excel, Microsoft Project, Dashboard tools
Automated Systems Design (ASD): Design and implementation of workplace technology and low-voltage systems
Entry-level role coordinating clients and technicians, scheduling and closing support tickets, providing customer service, creating project estimates, and maintaining CRM updates; associate degree preferred.
RHA Health Services: Provides behavioral health and developmental disability support services.
1+ YOEAssociate degree in nursing, active RN licensure, ~1 year nursing experience preferred, valid driver\u0019s license, ability to assess and monitor clients in behavioral health/detox settings.
Desktop Support Specialist / Information Systems / PRN
Hickory, North Carolina, United States
OnsitePart Time
Catawba Valley Health System: Non-profit community health system providing comprehensive medical care services.
2+ YOEAssociate degree or HS+5yrs; obtain IT support certification within 12 months; 2 years supporting PCs/thin clients/printers; Windows and Microsoft Office 365 troubleshooting; customer service skills.