53 client services administrator jobs at 30 companies in Burlington, NC
3d
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Client Services Coordinator
Danville, Virginia, United States
$18-$20/hr OnsiteFull Time
2+ YOERequires 2+ years in customer service, administration, healthcare, behavioral health, or related work; Microsoft Office proficiency; strong communication, organization, problem-solving, and confidentiality skills.
Microsoft Office, EHR
1w
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Director, Client Services
Wayne or Durham
$106k-$295k/yr HybridFull Time
7+ YOERequires a bachelor's degree in accounting, finance, project management, business administration, or a health-related field; 7–10 years' relevant experience; management, pharmaceutical/CRO, clinical trial, project leadership, and regulatory knowledge.
Microsoft Office, Microsoft SharePoint, Visio
2w
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Client Services & Office Coordinator
Raleigh, North Carolina, United States
OnsiteFull Time
1+ YOE1-2 years customer service experience preferred; receptionist experience helpful; strong communication, organization, multitasking, and technological skills; knowledge of real estate industry helpful.
Front
1w
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Branch Office Administrator
Raleigh, North Carolina, United States
$23-$24/hr OnsiteFull Time
Provides client service, account administration, scheduling, correspondence, marketing support, and branch operations while learning financial services and using firm technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Office Administrator - Chapel Hill, NC
Chapel Hill, North Carolina, United States
$55k-$65k/yr OnsiteFull Time
1+ YOEAssociate's degree required, 1+ years experience, strong client service and administrative skills, proficiency with Google Workspace and CRM (Wealthbox), excellent communication and organization.
Wealthbox, Google Workspace
1mo
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Branch Office Administrator - Danville, VA
Danville, Virginia, United States
OnsiteFull Time
Provide administrative and client support for financial advisors including account processing, client service, scheduling, and use of MoneyGuide, Salesforce, and Microsoft Office. 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
3w
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Associate Trust Administrator
Farmington Hills or Raleigh
OnsiteFull Time
2+ YOEHigh school diploma required, bachelor’s preferred. 2+ years fiduciary administration or client service experience preferred. Knowledge of trust administration, estate and tax concepts. Strong client service, attention to detail, and communication skills.
1w
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Client Service Coordinator - 005029
Cary, North Carolina, United States
$15-$19/hr OnsitePart Time
Requires fluent English, strong communication, organization, multitasking, problem-solving, client service, mathematical, and administrative skills.
Optimum Wellness Plans, Microsoft Workday
6d
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Client Specialist
Raleigh, North Carolina, United States
HybridFull Time
0.5+ YOEBachelor’s degree in marketing, business administration, or related field plus 6 months’ sales, customer service, or administrative experience; Microsoft Office proficiency, communication skills, driver’s license, and travel required.
Microsoft Word, Microsoft Excel, Salesforce, Producer Toolkit
2mo
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Client Service Coordinator
Apex, North Carolina, United States
$15-$19/hr OnsiteFull Time
Provide professional client and pet intake, route flow through the hospital, handle administrative and financial tasks, promote wellness plans, educate clients, and support veterinary team productivity.
1w
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Client Service Coordinator - 005029
Cary, North Carolina, United States
$15-$19/hr OnsitePart Time
Requires fluent English, strong communication, multitasking, organization, problem-solving, client service, mathematical, and administrative skills in a veterinary hospital setting.
computer
1mo
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Client Support Liaison
Raleigh, North Carolina, United States
$26-$39/hr HybridFull Time
5+ YOE5+ years client service/administrative experience, high school diploma, strong communication and organizational skills, proficiency with Microsoft Excel and Office, and ability to learn firm software platforms.
Microsoft Office, Microsoft Excel, Suralink, TaxCaddy, SafeSend, CCH Axcess
3mo
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Client Service Associate - NR
Chapel Hill, North Carolina, United States
OnsiteFull Time
0+ YOEAdministrative knowledge; industry knowledge; time management; critical thinking; customer and interpersonal skills; communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2w
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Client Specialist
Chapel Hill, North Carolina, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, and strong communication and organizational skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
2w
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Client Service Representative / Veterinary Assistant
Raleigh, North Carolina, United States
$14-$16/hr OnsiteFull Time
Provides customer service and veterinary assistance across multiple hospital locations; skills include client communication, IV/urinary catheter placement, medication administration, blood draws, radiology, anesthesia, and patient monitoring.
1w
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Human Services Assistant III - CSA/IV-E Unit
Martinsville, Virginia, United States
$28k-$52k/yr OnsiteFull Time
Screens and interviews clients, assists with applications, coordinates services, maintains records, and prepares reports; high school diploma and related coursework or equivalent experience required.
1w
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Client Experience Operations Manager
United States or Chicago or Austin or Tampa or Philadelphia or Salt Lake City or Providence or Atlanta or Raleigh or Nashville or Columbus or Phoenix
RemoteFull Time
Salesforce Service Cloud administration and certification, Zoom Contact Center or similar CCaaS experience, service data model knowledge, AI service applications, integrations, documentation, and cross-functional collaboration skills.
Salesforce Service Cloud, Zoom Contact Center, AI, CRM, CCaaS
2w
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Non-Reg On-Caller - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
Provide client service, account support, administrative and operational assistance to financial advisors; strong analytical, attention to detail, communication, and digital tool skills.
MoneyGuide, Salesforce, Microsoft Office
2d
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Administrative Associate
Chapel Hill, North Carolina, United States
OnsiteFull Time
3+ YOERequires 3–5 years of administrative experience in professional services, strong client service and communication skills, organization, discretion, Microsoft 365 proficiency, and adaptability to new technologies.
Microsoft 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, CCH Workflow, CCH Axcess
2d
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Administrative Associate
Chapel Hill, North Carolina, United States
OnsiteFull Time
3+ YOERequires 3–5 years of administrative experience in professional services, strong client service, communication, organization, confidentiality, Microsoft 365 proficiency, independence, and adaptability to new technologies.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, CCH Workflow, CCH Axcess
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