1mo
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Client Service Coordinator - 005304
Fayetteville, North Carolina, United States
$15-$19/hr OnsiteFull Time
Customer service, communication, multi-tasking, English proficiency, basic administrative tasks, client service skills, and ability to manage finances.
3w
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
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
3w
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years clerical/industry experience, proficiency in Microsoft Office, knowledge of brokerage operations, strong communication, time management, critical thinking, and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
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Registered Client Service Associate
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years investment industry experience, Series 7 and 63 or 66 required, administrative and customer service skills, proficiency with Microsoft Office and spreadsheet applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Branch Office Administrator - Pinehurst, NC
Pinehurst, North Carolina, United States
OnsiteFull Time
Provide client service and account support for financial advisors; perform administrative and operational tasks; strong computer literacy with MoneyGuide, Salesforce, and Microsoft Office; analytical, detail-oriented, and collaborative.
MoneyGuide, Salesforce, Microsoft Office
3w
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Registered Client Service Associate
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma, Series 7 and 63 or 66, minimum 2 years investment industry experience, proficiency in Microsoft Office, administrative and customer service skills, strong communication and critical thinking.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Administrative Assistant- CFBC
Rockingham, North Carolina, United States
OnsiteFull Time
High school diploma required; healthcare office experience preferred; administrative support, scheduling, records, and client services.
2mo
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Block Advisors CSP
Fayetteville, North Carolina, United States
OnsiteFull Time
Customer service experience in fast-paced environments, ability to multi-task, strong organizational/time-management skills, and computer proficiency with Microsoft Office.
Microsoft Office