25 client services associate jobs at 19 companies in Wilson, NC
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Client Experience Associate
Knightdale, North Carolina, United States
OnsiteFull Time
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.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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.
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.
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
Edward Jones: Offers investment management and financial planning through local branches.
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.
King Law Offices: Provides legal representation for family, criminal, and civil matters.
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
Behavioral Health Associate (NC Certified Peer Support Specialist)
Raleigh, North Carolina, United States
OnsitePart Time
Summit BHC: Operates behavioral health and addiction treatment centers nationwide.
0.5+ YOEHigh school diploma, CPR and de-escalation training required, 6+ months experience with population preferred, ability to monitor clients, document records, and respond to crises.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
2+ YOEHigh school diploma required, bachelor’s preferred. 2+ years fiduciary administration or client service experience preferred. Knowledge of trust administration, estate and tax concepts. Strong client service, attention to detail, and communication skills.
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
Doctor of Veterinary Medicine, state veterinary license in good standing, DEA license or eligibility, strong communication, clinical and surgical skills; committed to quality medicine and client relationships.