12 client facing associate jobs at 9 companies in Matthews, NC
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Associate Client Advocate
Arlington or Glen Allen or Hunt Valley or Charlotte or Nashville or Philadelphia or New York City or Chicago or Los Angeles or Texas
$90k-$120k/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience preferred; knowledge of coverage forms, renewals, negotiation, project management, and strong communication; must obtain and maintain active P&C insurance broker license.
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience; strong coverage analysis, negotiation, relationship management, project management, and communication skills; must obtain and maintain active P&C broker license.
Dallas or Atlanta or Chicago or Orlando or Austin or Miami or Tampa or Houston or Charlotte
$155k-$264k/yrHybridFull Time
ProtivitiNYSE: RHI: Global consulting firm providing risk management and internal audit services.
8+ YOE3+ Mgmt8+ years in cybersecurity with 3+ years in client-facing or consulting roles; experience in AI/ML security, threat modeling, red teaming, governance; bachelor’s degree preferred; proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, OWASP Top 10 for LLMs, NIST AI RMF, MITRE ATLAS
1+ YOERequires 1+ year of financial services client-facing or operations experience, strong communication, organization, analytical, problem-solving, and prioritization skills. Bachelor's degree and SIE preferred.
Client Works, Dynamics, NICE, Microsoft Excel, Microsoft Word, Microsoft Office
Associate Analyst, Operations - Performance and Data Recon
Tempe or Fort Mill
$21-$35/hrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOERequires 1+ year in financial services with client-facing or operations experience, strong communication, organization, analytical, prioritization, and problem-solving skills; a finance or business bachelor's degree is preferred.
Client Works, Dynamics, NICE, Microsoft Excel, Microsoft Word, Microsoft Office
ECS: Provides geotechnical, environmental and construction materials engineering services.
5+ YOEBachelor's in civil/architecture/architectural engineering,5+ years related experience,project management and client-facing experience,knowledge of building systems and ASTM E2018,ability to lead projects and mentor junior staff.
JacobsNYSE: J: Global provider of professional engineering and technical services.
Bachelor's in engineering or architecture, experience managing multi-discipline design projects for federal/DoD clients, client-facing project management, proposal and fee development, and quality assurance.
New York City or Atlanta or Charlotte or Chicago or Denver or Washington or Boston or San Diego or San Francisco or Seattle
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
2+ YOEBachelor's degree and at least 2 years' experience; proficiency with Anaplan, financial modeling, data analysis, and data visualization; strong communication and client-facing skills.
StepStone GroupNASDAQ: STEP: Global investment firm specializing in private market asset management.
3+ YOE3+ years client-facing sales or business development experience, experience selling SaaS/data to institutional investors, strong private markets knowledge, enterprise sales skills, analytical and CRM (Salesforce) proficiency, bachelor degree required.
Chicago or New York City or Los Angeles or Charlotte
$70k-$120k/yrHybridFull Time
Ocorian: Global provider of fund, corporate, and fiduciary administration services.
1+ YOEBachelor's degree and 1–3 years of compliance experience required; knowledge of CFTC, NFA, SEC examinations, Microsoft Office, and client-facing communication preferred.
Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, MyComplianceOffice, Global Relay, Form ADV, Form 13, SEC, CFTC, NFA, Advisers Act
Specialized Tax Services - Energy Incentives & Credits Senior Associate
New York or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or San Jose or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$77k-$214k/yrHybridFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
2+ YOEBachelor's degree, minimum 2 years' experience, eligible to sit for CPA exam in state of employment; knowledge of energy tax credits, analytical and client-facing skills, mentoring experience.
Brightway Insurance: National property and casualty insurance distribution and franchise platform.
0+ YOEAbility to obtain a Personal Lines Insurance license within 60 days, bachelor’s/associate’s or equivalent, 0–3 years client-facing experience, strong communication, customer-service, organizational and CRM skills.