- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- 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 ... 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 our firm. With… more
- JPMorgan Chase (Charlotte, NC)
- Join our dynamic team as a Client Service Associate and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- Public Consulting Group (Raleigh, NC)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... and Regional Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible for the day-to-day operations, … more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing… more
- Vanguard (Charlotte, NC)
- …the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" personally ... and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner with our clients via inbound phone calls to… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within Commercial Bank, you will play a pivotal role in… more
- 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 creative ... to the financial advisors and branch office. * Opens new client accounts, researches client and security information and tracks daily contacts for team using… more