- 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 ... 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 our… more
- PNC (Raleigh, NC)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… 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 ... a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase, you will play a pivotal role in… more
- 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...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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 ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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 ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within Commercial Bank, you will play a pivotal role… more
- S&P Global (Raleigh, NC)
- …of the world's largest financial institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global Client ... to organize, multi-task and prioritize in a fast-paced environment + Client Focused. Customer service and satisfaction are key priorities for the firm +… more
- Capital One (Charlotte, NC)
- …customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . At the Principal Associate level, you ... of hours to be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean, VA: $102,700 - $117,200 for Client… more
- Capital One (Charlotte, NC)
- …customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** **:** At the Senior ... upon number of hours to be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano, TX: $78,400 - $89,500 for Client … 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 ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer … more