- Aston Carter (Durham, NC)
- …interpretation, invoicing, reporting, and presentation of historical and/or forecasted financial claims expense and stop loss coverage information. + Support ... the preparation of invoicing and financial claims expense forecasts. + Support the preparation of...data for internal/external audit + Process a variety of client transactions that may include suspension and/or hold of… more
- Kestra Financial (Raleigh, NC)
- …Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors' time. This… more
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor/Senior Client Service Associate of a large book ... of business including handling all administrative functions for Financial Advisors and the firm * Regular client... Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Bank of America (Charlotte, NC)
- Advisor Development Program Client Associate Charlotte, North Carolina **Job Description:** **Advisor Development Program Client Associate ** Merrill ... driven, resilient, results focused and effective. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking of Financial … more
- Raymond James Financial, Inc. (Smithfield, NC)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses ... Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...client -specific reporting as needed for review by the financial advisor. + Creates and maintains records and files… more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point of ... to make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate at JPMorganChase, you will play a pivotal role in… more
- JPMorgan Chase (Charlotte, NC)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... to your portfolio. Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to… more
- Bank of America (Charlotte, NC)
- Client Service Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Bank of America (Charlotte, NC)
- Wealth Management Client Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more