- Wells Fargo (High Point, 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 ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… 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 ... creating the life they envision. Who We Want: The client service associate plays a...will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- PNC (Raleigh, NC)
- …all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any ... valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will… more
- BAYADA Home Health Care (Raleigh, NC)
- …recruiting staff in order to become a Client Services Manager. ** Client Services Associate Responsibilities** : + Focused on assisting the manager ... fiscal management by monitoring metrics (gross margin, overtime, unfilled hours, etc.). ** Client Services Associate Qualifications:** + Prior health care,… 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 ... in the ever-evolving world of commercial banking. As a Client Service Associate within JPMorganChase,...environment. + Developing proficiency in strategic planning to align client services with organizational goals and … 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 ... supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner...the next. + Acumen building on our products and services to equip you with the expertise necessary 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 ... **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
- S&P Global (Raleigh, NC)
- …some of the world's largest financial institutions. **The** **Impact:** We are seeking a junior Client Services Associate to join our dynamic and global ... to organize, multi-task and prioritize in a fast-paced environment + Client Focused. Customer service and satisfaction are key priorities for the firm +… 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 ... in the ever-evolving world of commercial banking. As a Client Service Associate within Commercial...arise with our treasury and cash management products and services , ensuring client satisfaction and retention. +… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic...the financial advisors and branch office. * Opens new client accounts, researches client and security information… more