- 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 achieve ... goals and work toward creating the life they envision. Who We Want: The client service associate plays a critical role in the back-office functioning of… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone,… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients + Establish… more
- Ensono (Raleigh, NC)
- Scheduling AnalystRemote - United StatesJR012166 ** Scheduling Analyst -** **2nd shift (3pm-12am PST)** At Ensono, our Purpose is to be a relentless ally, ... purpose. HONESTY, RELIABILITY, COLLABORATION, CURIOSITY, PASSION **Role Summary** The Scheduling Analyst provides technical support maintaining new and existing… more
- Ensono (Raleigh, NC)
- Mainframe Scheduling AnalystRaleigh, NCJR012025 At Ensono, our **Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great ... **About the role and what you'll be doing:** The Scheduling Analyst provides technical support maintaining new and existing...tools. They perform functions with the mainframe and/or a client server environment, to maintain the batch schedules as… more
- Allied Universal (Raleigh, NC)
- …programs, company discounts, perks, and more. Allied Universal is currently seeking a Client Portfolio Manager to lead a business segment in a designated region. The ... primary role of the Client Portfolio Manager is to enhance client ...their opportunity for advancement/promotability + Capably utilize WinTeam for scheduling and billing and to produce reports (such as… more
- Kestra Financial (Raleigh, NC)
- …service, attention to detail, and time management skills * Supports Financial Advisor/Senior Client Service Associate of a large book of business including ... all administrative functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Banfield Pet Hospital (Cary, NC)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. . Maximize the… more
- Banfield Pet Hospital (Jacksonville, NC)
- Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ... hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team. + Maximize the… more
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