41 client services associate jobs at 27 companies in Wendell, 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
4d
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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
2d
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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
2mo
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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.
3w
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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
1w
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Associate Manager, Experience
Brooklyn or Raleigh
$45k-$66k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1+ year event/experiential experience, strong written/oral communication, multitasking under pressure, budget management and client relationship skills.
2w
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Care Center-Client First Solutions
Greensboro or Cookeville or Orlando or Wilson
OnsiteFull Time
2+ YOEAssociate degree (or equivalent),2+ years high-level client contact or bank operations experience, proficiency with Windows and Microsoft Office, strong communication, problem-solving and leadership skills.
Windows, Microsoft Office
1w
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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
3w
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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)
1w
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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)
4w
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Associate
Raleigh, North Carolina, United States
OnsiteContract
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.
Microsoft Excel, Microsoft PowerPoint
3d
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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.
2w
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Part Time Associate Banker Raleigh (30 Hours)
Raleigh, North Carolina, United States
OnsitePart Time
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.
Chase Mobile App, Chase.com, ATM
1w
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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.
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
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