37 client services associate jobs at 24 companies in Spring Lake, 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.
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
Envestnet: Provides an integrated wealth management technology platform for advisors.
1+ YOE1+ year client-facing financial services experience; strong troubleshooting, communication, and organizational skills; bachelor’s preferred; proficiency with MS Office and trading platforms.
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
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
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
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.
(SOCIAL SERVICES) Community Social Services Technician (Part-Time)
Clinton, North Carolina, United States
$16/hrOnsitePart Time
Sampson County: Providing essential local government services to the Sampson County community.
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.
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.
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.
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
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1–2 years retail or client-focused experience; ability to lift up to 50 lbs; strong organization, communication, and customer service skills; availability for nights, weekends and holidays.
Streamline Brands: Franchisor and operator of premium swim schools.
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.
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
Belk: Department store chain selling apparel, cosmetics, and home goods.
Provide excellent customer service, build client relationships, apply product knowledge, process transactions, lift/move up to 40 lbs, work flexible schedule including nights/weekends/holidays, and use mobile devices and Windows systems.
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
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.