544 client experience jobs at 216 companies in Asheboro, NC
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Part Time Client Experience Associate - Hightower Signature Wealth
Greensboro, North Carolina, United States
OnsitePart Time, Temporary
Hightower: Provides independent wealth management and financial planning services.
Strong communication, organization, problem-solving, documentation, multitasking, time-management, and collaboration skills; ability to prioritize tasks and work independently.
The Imagine Group: Provides end-to-end visual communications, print, and marketing solutions.
Order processing and client program support experience; attention to detail in specifications, billing, inventory, and reporting; strong communication and multitasking; Microsoft Office/Excel proficiency.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
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
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; active SIE, Series 7 and Series 66 (or Series 63 and 65); proficiency with Microsoft Word, Excel, PowerPoint; strong communication, organizational and compliance knowledge.
CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide client-facing customer service, schedule and confirm appointments, process payments, make outbound follow-ups, manage medical records, and maintain hospital cleanliness.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
Inmar Intelligence: Provides data-driven technology solutions for retail and healthcare operations.
1+ YOE1-3 years related experience in retail/manufacturer supply chain or data processing; proficient with Microsoft Office, Google products, and Salesforce; strong communication and client-facing skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google products, Salesforce
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or willing to obtain an insurance license, strong communication, self-motivation, basic CRM/computer skills, and ability to generate leads and manage client relationships.
Atlantic Bay Mortgage Group: Provides residential mortgage lending and home financing solutions.
1+ YOE1-2 years mortgage industry experience preferred; proficiency with Microsoft Office and CRM; strong communication, social media, event coordination, organization, and client-relationship skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM
United Veterinary Care: Providing comprehensive medical and surgical care for pets nationwide.
1+ YOERequires 1+ year veterinary or medical practice experience, 2+ years customer service experience, computer proficiency, basic math, communication, time management, problem-solving, and multitasking.
Microsoft Word, Microsoft Excel, fax machine, copy machine, postage meter, credit card terminal, check terminal
United Veterinary Care: Operates a national network of emergency and specialty animal hospitals.
1+ YOERequires 1+ year veterinary or medical practice experience, 2+ years customer service experience, computer proficiency, basic math, communication, time management, problem-solving, and multitasking skills.
Legacy Veterinary Group of the Carolinas: Privately owned network of veterinary hospitals in North Carolina.
1+ YOERequires 1–2 years of veterinary hospital experience, strong customer service and communication skills, phone and appointment management, computer and organizational skills, and emotional composure.
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
Customer service for Paychex products through phone, email, and chat; call center experience is preferred, with strong organization, prioritization, data entry, and documentation skills.
Human Resources Information System (HRIS), Salesforce, Flex, Core Advanced, ORS
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOEHigh-school level education preferred; 1 year related experience required. Strong customer service, communication, multitasking, organizational, mathematical and computer skills (Microsoft Word/Excel/Access/Outlook). Ability to handle pets and lift up to 50 lbs.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook