Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Winston-Salem • 50 milesRemote · Hybrid · Onsite · Field · All Environments
41 client associate jobs at 23 companies in Winston-Salem, NC
2mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to financial advisors; manage client materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Support Associate, Business Insurance
Greensboro, North Carolina, United States
HybridFull Time
2+ YOEHigh school diploma, 2 years business insurance experience, property & casualty license or ability to obtain within 90 days, legal authorization to work in the U.S.
EPIC, Sagitta, ImageRight
1d
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Registered Private Client Associate - Greensboro, NC
Greensboro, North Carolina, United States
OnsiteFull Time
Strong customer service, organization, communication, attention to detail, teamwork, ethics, and Microsoft Office proficiency; Series 7, 63, and 65 or 66 preferred, or licensing within 12 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM
3d
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Part Time Client Experience Associate - Hightower Signature Wealth
Greensboro, North Carolina, United States
OnsitePart Time, Temporary
Strong communication, organization, problem-solving, documentation, multitasking, time-management, and collaboration skills; ability to prioritize tasks and work independently.
1w
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Client Relations Associate - Customer Service - Monday- Friday 9a-6p : Elkin, NC (NC, Elkin)
Elkin, North Carolina, United States
OnsiteFull Time
Prism Medical Products: Distributes home medical supplies for wound and ostomy care.
Handle inbound/outbound client inquiries, resolve issues, navigate operations software and Medicare/private insurance files, use Microsoft Outlook, maintain KPIs, and communicate across phone/email/text.
Microsoft Outlook, Medchat
1w
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Client Services Manager, Home Health
Thomasville, North Carolina, United States
OnsiteFull Time
Bachelor's preferred (Associates minimum), knowledge of Medicare/OASIS and medical office/home care experience preferred, supervisory experience preferred, strong EMR and computer skills, excellent communication.
Electronic Medical Record
3mo
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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.
4d
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
4d
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Tax Associate
Greensboro, North Carolina, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
2h
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Tax Senior Associate
High Point or Winston-Salem or Hickory or Lexington
HybridFull Time
3+ YOEBachelor's degree in accounting, finance, or related field; 3–5 years of public tax accounting experience; tax research, client service, Microsoft Office, and tax software proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Associate Financial Advisor
Reidsville, North Carolina, United States
$65k-$70k/yr OnsiteFull Time
0+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication and goal orientation; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
2w
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Construction Materials Associate Principal
Greensboro, North Carolina, United States
OnsiteFull Time
8+ YOE8+ years experience with a professional engineering or geology license (or 12+ years with certifications). Bachelor’s degree preferred, expertise in construction materials testing, ASTM standards, technical leadership, mentoring, and client-facing skills.
3mo
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Senior Associate, Family Office Services
Vancouver or Victoria or Langley or Surrey or Prince George or Kelowna
$135k-$165k/yr OnsiteFull Time
5+ YOECFP credential; 5-10+ years of financial planning experience with high net worth clients; proficient in MS Office and planning software; strong communication, analytical, and multitasking skills.
Financial planning software, Microsoft Office
2w
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Family Law Associate Attorney/Winston Salem
Winston-Salem, North Carolina, United States
OnsiteFull Time
Juris Doctor and active North Carolina bar membership required; strong research, writing, client communication, and case-management skills; courtroom and litigation experience preferred.
1d
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Associate ABA Clinic Director - Greensboro, NC
Greensboro, North Carolina, United States
OnsiteFull Time
2+ YOEBCBA credentialed for at least 2 years, with strong clinical KPI knowledge and good standing across client service, cancellation, documentation, conversion, and RBT supervision metrics.
Operational Dashboards
2w
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Associate Veterinarian - Harbor Point Animal Hospital
Mooresville, North Carolina, United States
$170k-$180k/yr OnsiteFull Time
US-licensed DVM required; strong communicator, collaborative, flexible, and able to balance advanced clinical care with client education.
2mo
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Utility Network GIS Consultant, Senior Associate
Houston or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or San Juan or Seattle or Spartanburg or Albany or Stamford or Atlanta or Toledo or Austin or Greensboro or Hartford or Grand Rapids or Indianapolis or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or New York or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland
$77k-$202k/yr OnsiteFull Time
5+ YOEBachelor's degree; 5 years of experience; travel up to 60%; GIS/ArcGIS focus; strong client and mentoring skills.
ArcGIS, GIS
1w
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Associate Financial Advisor - Lexington, NC
Lexington, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain sponsored Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
3w
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Veterinary Assistant
Mooresville, North Carolina, United States
$15-$19/hr OnsiteFull Time
Supports veterinarians and veterinary technicians while ensuring pet, client, and associate safety and continuity of quality veterinary care.
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