- 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
- 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 ... Analyst, and Regional Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… 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 Wholesale Lending Services, you will play a… more
- Bank of America (Charlotte, NC)
- Client Service Associate Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Client - Service - Associate \_25042799) **Job Description:** Merrill Wealth… 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 Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you will play a key role… 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
- Regions Bank (Charlotte, NC)
- …along with maintaining customer account records + May perform basic service transactions such as address changes, check orders, issue/activate ATM cards, ... administrative experience, time management and troubleshooting skills + Exceptional customer service skills, over the phone and in person, with our customers… 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
- Banfield Pet Hospital (Durham, NC)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more