- 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
- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... 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… more
- Capital One (Charlotte, NC)
- …great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . **Ideal Candidate** **:** At the ... Senior Associate , Client Services... Senior Associate , Client Services Are you looking...be regularly worked. Charlotte, NC: $78,400 - $89,500 for Client Service Sr. Associate Plano,… more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/ Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent… more
- Capital One (Charlotte, NC)
- …for great customer focused advocates to join the team. We are currently searching for a Senior Associate , Client Service . At the Principal Associate ... pod issues, risks, and other escalations are communicated to senior leadership. + Own the client experience...be regularly worked. Charlotte, NC: $93,400 - $106,600 for Client Service Principal Associate McLean,… more
- Capital One (Charlotte, NC)
- Senior Associate , Product Management - Client Acquisition & Management Experiences Product Management at Capital One is a booming, vibrant craft that ... capacity to plan, execute, and deliver results, translating complex client and associate requirements into high-value, streamlined...for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp.… more
- Vanguard (Charlotte, NC)
- …What it Takes + Minimum of three years' experience in Financial Services; client service experience preferred. + Undergraduate degree or equivalent combination ... needs and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions.… 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 ... may be performed remotely, at the manager's discretion. The Client Service Associate serves as...client implementation and servicing issues as necessary to senior leadership. + Communicates with internal partners to identify… 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 ... different types of clients will prepare you for a senior role within the team, or for other career...organize, multi-task and prioritize in a fast-paced environment + Client Focused. Customer service and satisfaction are… more
- WTW (Charlotte, NC)
- **Description** The Senior Associate will play a lead role..., you will be a key member of the client service team, engaging directly with clients and ... the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as...for clients + Proactively advising clients and providing superior client service + Contributing to the creation… more