544 client experience jobs at 216 companies in Asheboro, NC

2d
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Part Time Client Experience Associate - Hightower Signature Wealth
Greensboro, North Carolina, United States
OnsitePart Time, Temporary
Hightower
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.
3w
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Client Program Specialist
Concord, North Carolina, United States
$47k-$57k/yr OnsiteFull Time
The Imagine Group
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.
Microsoft Office, Microsoft Excel
1w
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Senior Registered Client Associate
Chapel Hill, North Carolina, United States
OnsiteFull Time
Wells Fargo
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
1mo
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
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
2w
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Client Specialist
Chapel Hill, North Carolina, United States
OnsiteFull Time
Baird
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
1mo
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Client Service Representative
Chapel Hill, North Carolina, United States
OnsiteFull Time
Mars Veterinary Health
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.
2mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
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
3w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
Bank of America
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
3w
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Representative, Rx Client Reporting
Grand Prairie or Winston-Salem
OnsiteFull Time
Inmar Intelligence
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
2mo
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Client Support & Benefits Representative
Greensboro, North Carolina, United States
RemoteFull Time, Part Time
Allen Agency
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.
CRM
2w
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Personal Brand and Experience Coordinator
Greensboro, North Carolina, United States
OnsiteFull Time
Atlantic Bay Mortgage Group
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
2w
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Wealth Client Specialist
Greensboro, North Carolina, United States
OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
0+ YOEBachelor's degree (or HS/GED with 4 years experience) in sales/customer service/operations; preferred banking or wealth management experience.
1w
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Client Service Representative
Asheboro, North Carolina, United States
OnsitePart Time
United Veterinary Care
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
1w
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Client Service Representative
Asheboro, North Carolina, United States
OnsitePart Time
United Veterinary Care
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.
Microsoft Excel, fax machine, copy machine, postage meter, credit card terminal, check terminal
1mo
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Work From Home - Client Benefits Advisor
Concord, North Carolina, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Seeking competitive, self-motivated advisors who can guide and educate interested clients remotely; coachable and comfortable with video interviews.
Zoom
2mo
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Client Service Representative
Chapel Hill, North Carolina, United States
OnsiteFull Time
VCA Animal Hospitals
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Experience in customer service, strong communication, able to schedule appointments, explain services, and handle payments.
6d
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Client Service Representative
Pinehurst, North Carolina, United States
$16-$20/hr OnsiteFull Time
Legacy Veterinary Group of the Carolinas
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.
Medical Records
6d
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Client Service Representative
High Point, North Carolina, United States
$20/hr OnsiteFull Time
Paychex
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
1mo
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Client Service Coordinator
Greensboro, North Carolina, United States
$15-$19/hr OnsiteFull Time
Banfield Pet Hospital
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
3w
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Client Service Specialist - Personal Lines Insurance
Greensboro, North Carolina, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOEBachelor's or equivalent, 5 years insurance experience, appropriate insurance license(s), strong client relations and communication, Microsoft Office proficiency, occasional travel overnight.
Microsoft Office