49 client services associate jobs at 27 companies in Morrisville, NC
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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
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
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
1w
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Client Service Associate - Tamarac Reporting
Raleigh, North Carolina, United States
$49k-$61k/yr HybridFull Time
1+ YOE1+ years client-facing financial services experience, troubleshooting and issue management skills, strong communication, organizational skills, and proficiency with Tamarac Reporting and Microsoft Office.
Tamarac Reporting, Microsoft Office
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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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
3mo
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Client Service Associate - NR
Chapel Hill, North Carolina, United States
OnsiteFull Time
0+ YOEAdministrative knowledge; industry knowledge; time management; critical thinking; customer and interpersonal skills; communication skills.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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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.
4w
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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
2w
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IT Client Support Professional
Raleigh, North Carolina, United States
$57k-$62k/yr OnsiteFull Time
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.
Windows, Mac, Linux
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
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.
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
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
2mo
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Mergers & Acquisitions Associate
Raleigh, North Carolina, United States
OnsiteFull Time
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
1w
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Operations Associate (Part-Time) - North Hills
Raleigh, North Carolina, United States
OnsitePart Time
1+ YOE1+ year retail or client-centric operations experience; ability to lift up to 50 lbs, stand and move for entire shift, perform stockroom and visual tasks, and deliver strong customer service.
1mo
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Registered Branch Associate - Raleigh, NC
Raleigh, North Carolina, United States
OnsiteFull Time
Requires Series 7 and Series 66 (or ability to obtain), FINRA registrations within three months, state insurance licenses, high school diploma (bachelor's preferred), strong problem solving, regulatory knowledge, and client service skills; 3-5 years in securities/financial services preferred.
2mo
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Customer Service and Sales Associate
Morrisville, North Carolina, United States
OnsiteFull Time
0+ YOEGreeting and assisting clients, maintaining client accounts and payments, scheduling classes/appointments, managing retail sales, following up leads by phone/text, and working evenings/weekends; CPR and First Aid preferred; experience with Microsoft Suite.
Microsoft Suite
2mo
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Civil Law Associate Attorney/Raleigh NC
Raleigh, North Carolina, United States
OnsiteFull Time
JD from an accredited law school; NC bar in good standing; strong research, writing, and client service; ability to manage multiple cases with deadlines.
Legal Research Tools, Case Management Software, Document Drafting
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