• Client Service Associate

    Kestra Financial (Raleigh, NC)
    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 ... creating the life they envision. Who We Want: The client service associate plays a...account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to… more
    Kestra Financial (09/08/25)
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  • Registered Client Service…

    Raymond James Financial, Inc. (Winston Salem, NC)
    …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
    Raymond James Financial, Inc. (11/14/25)
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  • Senior Client Service…

    Raymond James Financial, Inc. (Raleigh, NC)
    … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... crucial support to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts… more
    Raymond James Financial, Inc. (10/25/25)
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  • Brokerage Registered Client Service…

    Truist (Winston Salem, NC)
    …internal and bank leads. Use product and industry knowledge to identify existing client , account , and product attributes that present sales potential. 7. Provide ... client . These may include: funds distributions, deposits of checks, journals, client and account updates, ACAT initiation and other operational tasks. 12.… more
    Truist (10/30/25)
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  • Associate Client Advocate…

    WTW (Raleigh, NC)
    …within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
    WTW (10/30/25)
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  • Senior Registered Client Associate

    Wells Fargo (Charlotte, NC)
    …for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute ... this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (11/20/25)
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  • Registered Client Associate

    Wells Fargo (Charlotte, NC)
    …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May also ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (11/20/25)
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  • Client Happiness Servicing Associate

    Navient (Raleigh, NC)
    …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan refinancing** -... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +… more
    Navient (10/18/25)
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  • Ultra High Net Worth Client Case…

    Vanguard (Charlotte, NC)
    …What it Takes + Minimum of three years' experience in Financial Services; client service experience preferred. + Undergraduate degree or equivalent combination ... needs and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.… more
    Vanguard (11/20/25)
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  • Client Service Coordinator

    Banfield Pet Hospital (High Point, NC)
    CLIENT SERVICE COORDINATOR A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a ... growth and learning is your goal. JOB SUMMARY The Client Service Coordinator ("CSC") drives the flow...Other job duties as assigned. THE FIVE PRINCIPLES Every associate including the CSC has an important contribution to… more
    Banfield Pet Hospital (10/24/25)
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