Fuquay-Varina • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fuquay-Varina • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fuquay-Varina • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Fuquay-Varina • 50 milesRemote · Hybrid · Onsite · Field · All Environments
58 client services associate jobs at 29 companies in Fuquay-Varina, NC
1mo
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Client Services Associate
Morrisville, North Carolina, United States
$41k-$51k/yr HybridFull Time
2+ YOEHigh school diploma/GED, 2+ years customer-service experience, strong communication, data entry and computer skills, understanding of HIPAA and patient data privacy.
Microsoft Office
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
2mo
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Client Experience Associate
Knightdale, North Carolina, United States
OnsiteFull Time
0+ YOECustomer service experience preferred; strong communication, problem-solving, detail orientation; proficient in MS Office and customer service software.
Microsoft Office, Customer service software
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
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
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
1mo
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Registered Wealth Management Client Associate
Raleigh, North Carolina, United States
OnsiteFull Time
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
2mo
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Client Success Operations Associate
Raleigh, North Carolina, United States
HybridFull Time
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.
1mo
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Registered Client Service Associate - Raleigh, NC
Raleigh, North Carolina, United States
$26-$43/hr OnsiteFull Time
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.
Microsoft Office, CRM
1mo
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(SOCIAL SERVICES) Community Social Services Technician (Part-Time)
Clinton, North Carolina, United States
$16/hr OnsitePart Time
2+ YOETwo years of related clerical/administrative or associate degree experience; strong office, customer service, recordkeeping, and communication skills; ability to work with clients and community partners. Bilingual and DSS experience preferred.
1mo
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Associate Manager / Manager, Project Services - Laboratories (Remote - East Coast)
Marietta or Boston or Philadelphia or Durham or Parsippany or Ithaca
$64k-$173k/yr RemoteFull Time
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)
3w
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Associate Manager / Manager, Project Services - Laboratories (Remote - East Coast)
Marietta or Boston or Durham or Ithaca or Parsippany or Philadelphia
$64k-$173k/yr RemoteFull Time
3+ YOEBachelor's in life sciences preferred,3+ years in regulated laboratory environments,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)
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.
4d
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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
4d
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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
1w
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Tax Associate
Fayetteville, North Carolina, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. No prior tax experience required.
Copilot, ChatGPT
2w
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Morning Sales Associate
Garner, North Carolina, United States
$12-$15/hr OnsitePart Time
Customer-service oriented, motivated to sell, able to multitask, greet clients, answer phones, schedule appointments, and uphold spa standards; training provided.
1w
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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
1mo
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Sales Associate & Customer Service Personnel
Holly Springs, North Carolina, United States
OnsitePart Time
0+ YOEProvide customer service and sales at a swim school: greet clients, enroll students, manage retail and accounts, follow up leads, perform social media posting, and work evenings/weekends; no experience necessary — training provided.
Microsoft Suite
4d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
2mo
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Wealth Operations Senior Associate
Phoenix or Raleigh
OnsiteFull Time
3+ YOE3+ years operations/back office/client service experience in financial services; familiarity with custodian paperwork and account onboarding; strong attention to detail, communication, CRM and Microsoft Office skills.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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