Client Associate Jobs in North Carolina

Local Wealth Management Firm - Huntersville, NC, United States

Manage incoming calls, emails, and correspondence, directing them to the appropriate team members. Assist with data entry, filing,...

from: linkedin.com - 5 days ago

TalentLink Solutions - Raleigh, NC, United States

benefit of working with us is this will be a 4-day work week indefinitely, with every Friday off! Role Summary The Client Service Associate in our firm has an incredibly important role. Most importantly

from: linkedin.com - 2 days ago

Pyxai, Inc. - Wilmington, United States

OVERVIEW Our client is seeking a dedicated Client Services Associate to support their financial consultants in providing excellent customer service to their clients. The client service associate acts

from: zoho.eu - Yesterday

Randstad USA - Charlotte, NC, United States

Have strong verbal/written communication skills to relay complexed information that can easily be understood as well as documenting...

from: linkedin.com - 5 days ago

Kestra Financial - Raleigh, NC, United States

Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals

from: linkedin.com - 8 days ago

proSapient - Raleigh, North Carolina

this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management. What is an Associate? Our clients have a need to get

from: resume-library.com (+1 source) - 5 days ago

Cary Street Partners - Charlotte, NC, United States

Client Service Associate Summary of Expectations The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills

from: linkedin.com - 14 days ago

Pinnacle Group, Inc. - Charlotte, NC, United States

-oriented environment where success thrives. Summary: Pinnacle Group seeks a dynamic Associate Client Partner to join our team, supporting a Fortune 500 financial services enterprise in Charlotte

from: linkedin.com - 26 days ago

JPMorgan Chase Bank, N.A. - Charlotte, NC

management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers

from: JPMorgan Chase Bank, N.A. - 3 days ago

Jackson Hewitt - Jacksonville, NC

Associate supports the district with a variety of duties to include greeting clients, scheduling appointments, marketing to local businesses, and tech set-up. The position coordinates client flow and assists

from: Jackson Hewitt - 7 days ago