64 client services associate jobs at 36 companies in Albemarle, NC
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Senior Client Associate
Charlotte, North Carolina, United States
HybridFull Time
1+ YOEHigh school diploma +1 year experience, proficiency in Microsoft Office, basic math, strong written/verbal communication and organizational skills; preferred associate's degree or professional certification and prior client relationship experience.
Microsoft Office, Document Management System (DMS)
6d
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
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Associate Client Services Operations Analyst
Charlotte or New York City
HybridFull Time
Bachelor's or equivalent experience; hands-on experience with Freshservice, PSA tooling (OpenAir, SuiteProjects Pro, etc.), Jira, Salesforce, SharePoint; strong Excel and data skills; service mindset, attention to detail, and ability to manage SLAs.
Freshservice, OpenAir, Jira, Smartsheet, Intapp Time, Salesforce, DealCloud/OP4i, SharePoint, SuiteProjects Pro, Katana, Certinia, Tableau, Microsoft Excel
1d
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Client Services Manager, Home Health
Thomasville, North Carolina, United States
OnsiteFull Time
Bachelor's preferred (Associates minimum), knowledge of Medicare/OASIS and medical office/home care experience preferred, supervisory experience preferred, strong EMR and computer skills, excellent communication.
Electronic Medical Record
6d
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Client Service Associate
Charlotte, North Carolina, United States
OnsitePart Time
Provide client support in a financial services environment; high school diploma required, college preferred; willingness to obtain Series 7 and Series 66/63+65; strong Microsoft Office and communication skills.
Microsoft Office
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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
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEMinimum 3 years client-facing financial services experience; relationship management, project management, data/tech literacy, reporting and presentation skills; strong communication, negotiation, and strategic thinking.
2w
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Client Service Associate
Charlotte, North Carolina, United States
$16-$21/hr HybridPart Time
3+ YOE3+ years customer service or administrative experience preferred; strong communication, scheduling, accounts receivable, onboarding, and inventory coordination skills.
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Registered Private Wealth Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
Must hold FINRA SIE, Series 7 and Series 66 (63/65 accepted), demonstrate advanced industry knowledge, strong client-service skills, and comfort with technology; High School minimum; Bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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PT Client Associate SouthPark Charlotte NC
Charlotte, North Carolina, United States
$15-$17/hr OnsitePart Time
1+ YOEMinimum 1 year client-services experience, proficiency with POS and Microsoft Applications, strong communication, ability to work weekends/evenings/holidays and non-traditional hours.
Microsoft Applications, POS
2w
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Registered Wealth Management Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEHolds FINRA SIE, Series 7 and Series 66 (63/65 accepted), 1+ year relevant experience, strong client-service orientation, industry knowledge, and proficiency with office and CRM tools.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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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 with Microsoft Office, administrative and customer service skills, basic brokerage industry knowledge.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Veterinary Client Service Supervisor
Charlotte, North Carolina, United States
$22-$31/hr OnsiteFull Time
Supervise client services team, ensure staffing and training, handle client concerns, coach associates, and coordinate with clinical and management staff.
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Client Service Representative Rea Farms
Charlotte, North Carolina, United States
$15-$19/hr OnsitePart Time
Coordinating client and pet flow through the hospital, maximizing team productivity, and ensuring clear communication with clients and associates.
1mo
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Brokerage Registered Client Service Associate - Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
Bachelor's degree or equivalent experience, securities industry or sales assistant experience, FINRA SIE/Series 7/Series 66 licenses, SalesForce and Microsoft Office proficiency, strong communication and time-management skills.
SalesForce, Microsoft Office
1w
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Ultra High Net Worth Client Case Representative, Senior Associate
Charlotte, North Carolina, United States
$84k-$92k/yr HybridFull Time
3+ YOE3+ years financial services experience, undergraduate degree or equivalent, active SIE and Series 7 and Series 66 (or obtain within 90 days), client service and consultative skills.
3w
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Support Services Coordinator
Fort Lauderdale or Atlanta or Charlotte or Columbus or Newark or Orlando or Phoenix
OnsiteFull Time
2+ YOE2+ years customer service experience, ticket triage/management experience preferred, associate degree in computer-related field preferred, strong communication, typing 50 WPM, and ability to coordinate clients and vendors.
Microsoft Teams
3w
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Associate, Global Client Group
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
1+ YOEBachelor's degree,1-3 years in financial services,proactive learner,strong quantitative and communication skills,Excel and Access proficiency,SIE/Series 7/63/66 required within 12 weeks.
Microsoft Excel, Microsoft Access
6d
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Registered Clint Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma required, college preferred. Series 7 and Series 66 or Series 63+65 required. Strong client service, Microsoft Office, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3w
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Associate Analyst, Client Compensation
Fort Mill or Charlotte or Tempe
$21-$35/hr OnsiteFull Time
1+ YOE1+ year operational experience in financial services; strong analytical, quantitative, communication, and time-management skills; ability to work independently and with stakeholders.
Oracle, ComRidge, Varicent, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Dynamics
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