34 client services associate jobs at 13 companies in Asheboro, NC
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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
1mo
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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
1w
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Senior Registered Client Associate
Chapel Hill, North Carolina, United States
OnsiteFull Time
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
3w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
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
2mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
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
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
1d
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Part Time Client Experience Associate - Hightower Signature Wealth
Greensboro, North Carolina, United States
OnsitePart Time, Temporary
Strong communication, organization, problem-solving, documentation, multitasking, time-management, and collaboration skills; ability to prioritize tasks and work independently.
2mo
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TRAVELING/BENCH DIR, DINING SERVICES I - WINSTON S
Winston-Salem, North Carolina, United States
FieldFull Time, Part Time
3+ YOEManage dining operations, lead associates, maintain client relations, oversee P&L and budgeting; BS in Hospitality/Culinary preferred; 3+ years foodservice experience; high-volume production and catering experience.
1w
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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/yr HybridFull Time
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.
2d
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Tax Associate
Charlotte or Winston-Salem
OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, high school diploma/GED, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
2d
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Tax Associate
Greensboro, North Carolina, United States
OnsiteSeasonal, Full Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Microsoft Copilot, ChatGPT
2mo
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Operations Associate - Full Time
Winston-Salem, North Carolina, United States
$18-$21/hr OnsiteFull Time
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 pounds, strong organization and communication, availability nights/weekends/holidays, punctual and reliable.
2w
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Operations Associate - Full Time
Winston-Salem, North Carolina, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1–2 years retail or client-facing experience, ability to lift up to 50 lbs, strong communication and organizational skills, punctual and available for nights/weekends/holidays.
4d
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Part Time (20 Hours) Associate Banker, Carraway Village Branch, Chapel Hill, NC
Chapel Hill, North Carolina, United States
OnsitePart Time
Requires client service or comparable experience and a high school diploma or GED. Cash handling experience and ability to learn banking products, resolve issues, and serve clients are preferred or required by role.
Chase Mobile App, Chase.com, ATMs
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
1w
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Ops & Support Supervisor
Greensboro, North Carolina, United States
OnsiteFull Time
Supervisory experience managing client support teams, strong written and verbal communication, customer service and problem-resolution skills, ability to coordinate multiple tasks, travel within agency, associate degree preferred, knowledge of word processing/spreadsheet/database applications.
1mo
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Income Maintenance Caseworker II
Burlington or Graham
$44k/yr OnsiteFull Time
1+ YOEHigh school diploma or associate degree path with 1+ year IMC experience (or equivalent). Must conduct client interviews, verify and document eligibility, maintain case records, and manage active caseloads.
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