36 client services associate jobs at 29 companies in Durham, NC
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Client Services Associate
Morrisville, North Carolina, United States
$41k-$51k/yrHybridFull Time
Foundation Medicine: Molecular profiling for personalized cancer treatment and research.
2+ YOEHigh school diploma/GED, 2+ years customer-service experience, strong communication, data entry and computer skills, understanding of HIPAA and patient data privacy.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and on a team, high integrity and ethical conduct; client-facing financial services experience helpful.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
Blue Valley Cabinets: Distributor of RTA cabinets and closets for building projects.
0+ YOECustomer service experience preferred; strong communication, problem-solving, detail orientation; proficient in MS Office and customer service software.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted), advanced investment knowledge, client-service orientation, ability to learn new platforms, and at least a high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors; hold FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Versana: Provides a real-time digital platform for syndicated loan data.
3+ YOE3+ years syndicated lending experience preferred, customer success/startup background, strong problem solving and communication, CRM exposure, understanding of financial products, experience in customer-facing roles and process planning.
3+ YOEActive Series 7 or Series 66 (or Series 63/65 combination) required; strong knowledge of financial products; excellent communication; highly organized; proficiency in Microsoft Office and CRM; bachelor’s preferred; 3+ years in financial services preferred.
North Carolina State University: Public research university offering undergraduate and graduate degree programs.
2+ YOEAssociate or bachelor degree in IT or related field plus 2 years IT experience (or equivalent); ability to support Windows, Mac, and Linux endpoints, classroom AV, deployments, asset management, and strong customer service.
Marietta or Boston or Philadelphia or Durham or Parsippany or Ithaca
$64k-$173k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
3+ YOE2+ MgmtBachelor's in life sciences preferred; 3+ years in regulated laboratory environment; 2+ years managing projects; proficiency with Microsoft Office and LTMS; strong client management and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Lab Trial Management Systems (LTMS)
Avison Young: Provides commercial real estate brokerage and advisory services.
2+ YOECollege degree, minimum 2 years' experience, real estate broker license or willingness to attain, client-service mindset, team experience, strong communication and Microsoft Office skills.
Avison Young: Global commercial real estate brokerage and advisory services firm.
2+ YOECollege degree, minimum 2 years work experience, real estate broker license or willingness to attain, client-service mindset, team experience, strong communication and Microsoft Excel/PowerPoint skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Deliver attentive client service, open accounts, handle transactions, learn products and technology, and build trusted client relationships; high school diploma/GED and client service experience preferred.
Hand & Stone Massage and Facial Spa: Provider of professional massage, facial, and skincare services.
Customer-service oriented, motivated to sell, able to multitask, greet clients, answer phones, schedule appointments, and uphold spa standards; training provided.
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
CAPTRUST: Provides investment advisory and retirement plan consulting services.
2+ YOEBachelor's or equivalent experience,2+ years in business development/marketing/client service in investment advisory,basic financial analysis and valuation,proficiency with Microsoft Excel and PowerPoint,Microsoft Dynamics and PowerBI.
Microsoft Excel, Microsoft PowerPoint, Microsoft Dynamics, PowerBI, Microsoft Office
Glow Brands: Operates tanning, fitness, and wellness retail franchises.
Provide customer service, meet sales goals, basic computer skills, multitask (cleaning and client engagement), stand for long periods, lift boxes, and follow company policies.
Danville Family Vet: Full-service animal hospital providing veterinary care and boarding.
0+ YOEDVM/VMD with active or eligible state veterinary license. New graduates welcome. Strong medical, surgical, diagnostic, communication, and client-relationship skills; ability to lift up to 50 lbs and handle animals up to 130 lbs.