- Wells Fargo (Hendersonville, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule 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
- 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
- Nuveen Investments (Charlotte, NC)
- …be 12 months. This term could be extended based on company business needs. The Client Service Associate partners with associates across Global Client Group ... clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with...to clients, and working with business partners to service client needs throughout the client lifecycle. This… 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 ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing… more
- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- JPMorgan Chase (Charlotte, NC)
- Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking ... personal and professional growth in a dynamic global environment. As a Client Onboarding Associate within Commercial Bank, you will play a pivotal role in… more
- JPMorgan Chase (Charlotte, NC)
- Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking ... project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join… 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 ... The Client Service Coordinator is critical to providing superior...functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more