1d
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Senior Registered Client Associate
Chapel Hill, North Carolina, United States
OnsiteFull Time
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
1mo
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEProvide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Client Services Associate
Morrisville, North Carolina, United States
$41k-$51k/yr HybridFull Time
2+ YOEHigh school diploma/GED, 2+ years customer-service experience, strong communication, data entry and computer skills, understanding of HIPAA and patient data privacy.
Microsoft Office
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors; hold FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Work From Home - Client Services Associate
Durham, North Carolina, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and on a team, high integrity and ethical conduct; client-facing financial services experience helpful.
Zoom
1w
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Senior Associate, Client Solutions- Network Solutions
United States or Canada or Chicago or Detroit or Atlanta or Raleigh or New York City or Philadelphia or Washington or Boston
$80k-$95k/yr RemoteFull Time
3+ YOEBachelor's degree and 3+ years creative agency account experience with pharmaceutical brands; ability to manage client relationships and own campaign execution; proficient with Jira, Monday.com, Ziflow and Microsoft tools; willing to travel ~10%
Jira, Monday.com, Ziflow
1mo
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, proficiency in Microsoft Office, knowledge of brokerage operations, strong communication, time management, critical thinking, and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, proficiency with Microsoft Office, administrative and customer service skills, basic brokerage industry knowledge.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment knowledge, client-service orientation, ability to learn new platforms, and at least a high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Associate, Client Management ( September Start)
Raleigh, North Carolina, United States
HybridFull Time
Bachelor's or equivalent experience preferred; strong verbal/written communication, organization, problem-solving; US work authorization required; willingness to complete 12-week training.
1mo
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Client Success Operations Associate
Raleigh, North Carolina, United States
HybridFull Time
3+ YOE3+ years syndicated lending experience preferred, customer success/startup background, strong problem solving and communication, CRM exposure, understanding of financial products, experience in customer-facing roles and process planning.
2w
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Registered Client Service Associate - Raleigh, NC
Raleigh, North Carolina, United States
$26-$43/hr OnsiteFull Time
3+ YOEActive Series 7 or Series 66 (or Series 63/65 combination) required; strong knowledge of financial products; excellent communication; highly organized; proficiency in Microsoft Office and CRM; bachelor’s preferred; 3+ years in financial services preferred.
Microsoft Office, CRM
2mo
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Associate Strategic Client Executive, Rx Solutions
Raleigh or Golden Valley or Troy or St. Louis Park
HybridFull Time
10+ YOEBachelor's degree or equivalent experience, 10+ years working directly in pharmacy (PBM, carrier, consultant, or manufacturer), strong account and relationship management, PBM contract knowledge, and legal U.S. work authorization.
5d
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IT Client Support Professional
Raleigh, North Carolina, United States
$57k-$62k/yr OnsiteFull Time
2+ YOEAssociate or bachelor degree in IT or related field plus 2 years IT experience (or equivalent); ability to support Windows, Mac, and Linux endpoints, classroom AV, deployments, asset management, and strong customer service.
Windows, Mac, Linux
1w
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Associate Manager, Experience
Brooklyn or Raleigh
$45k-$66k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ year event/experiential experience, strong written/oral communication, multitasking under pressure, budget management and client relationship skills.
1mo
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Associate
Raleigh or Atlanta or Framingham
HybridFull Time
3+ YOEMaster's in business administration required; 3+ years post-undergraduate experience; strong analytical, writing, communication, problem-solving, client-facing skills; advanced Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
3w
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Associate
Raleigh, North Carolina, United States
OnsiteContract
2+ YOECollege degree, minimum 2 years' experience, real estate broker license or willingness to attain, client-service mindset, team experience, strong communication and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint
3w
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Associate
Raleigh, North Carolina, United States
OnsiteContract
2+ YOECollege degree, minimum 2 years work experience, real estate broker license or willingness to attain, client-service mindset, team experience, strong communication and Microsoft Excel/PowerPoint skills.
Microsoft Excel, Microsoft PowerPoint
3w
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Associate Counsel
Raleigh, North Carolina, United States
HybridFull Time
3+ YOEJ.D. and bar admission required; 3+ years legal experience preferred; drafting and negotiating commercial contracts; client-facing; strong communication, legal analysis and business acumen.
2mo
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Banker Associate- Emerging Middle Market- Associate
Raleigh or Greensboro or Wilmington
OnsiteFull Time
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.