UNKNOWN

FEED

Powered by technology and a network of 3,500+ restaurants, we feed hungry people at work through a platform of unique food programs located within companies, office buildings, hospitals, schools, distribution centers, and more. Lead the successful launch of new accounts, including coordinating with client contacts, conducting on-site walk-throughs, and managing internal systems setup and on-site implementation.

YEAR

Fooda

Client Success Associate

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FULL_TIME

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Jackson Hewitt - EMH

Client Support Associate

The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner.

Kestra Financial Independent Advisor

Client Service Associate

Additionally, you'll create client communications in collaboration with marketing, mentor other Client Managers, and handle various administrative tasks to ensure smooth operations and avoid potential issues. Your responsibilities include offering strategic and consultative support throughout the sales process, reviewing PBM contracts for compliance, and building strong relationships with the MMA field, strategic partners, and PBMs.

Marsh McLennan

Associate Strategic Client Executive, Rx Solutions

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Truist Financial Corporation

Brokerage Client Service Associate - Raleigh, North Carolina

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Marsh & McLennan Companies, Inc.

This program offers a robust curriculum of insurance knowledge and core sales skills and designed to prepare early in career or new to insurance professionals for success in a Commercial Property & Casualty Client Executive role. Develop the ability to present professionally in all elements of client facing (internal and external) including technical writing and verbal presentations.

Hylant

Associate Client Executive

Qualifications • Authorized to work in the US, UK, Mexico, Australia, or Spain• Strong written and verbal English communication skills• Reliable internet access and smartphone (computer is also strongly recommended). This role is ideal for individuals who communicate clearly, stay organized, and are comfortable working independently in a remote setting while collaborating with a supportive team.

Triptasticadventures

Remote Client Support and Scheduling Associate

Networking and Research Skills: Utilize your networking skills to engage with top professionals across industries, applying critical research techniques to support informed decision-making and identify suitable experts for client projects. Through VisasQ's merger with Coleman Research, a trusted expert service provider with over 20 years of experience, VISASQ/COLEMAN offers tailored consulting solutions for consulting firms, asset management funds, and corporations seeking primary research insights.

Coleman Research Group

Associate, Client Management (November Start)

OTHER

Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track.

Matter Family Office

Associate - Client Service

BreezyHR

We are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.

Client Services Associate

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Networking and Research Skills: Utilize your networking skills to engage with top professionals across industries, applying critical research techniques to support informed decision-making and identify suitable experts for client projects. Through VisasQ’s merger with Coleman Research, a trusted expert service provider with over 20 years of experience, VISASQ/COLEMAN offers tailored consulting solutions for consulting firms, asset management funds, and corporations seeking primary research insights.

Visasq/Coleman

Truist Financial Corp

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.

Truist Bank

ESSENTIAL RESPONSIBILITIES Client and Firm Engagement Provide administrative support as needed: answers calls, manages contacts, manages schedules, produce reports, and creates presentation materials. Comfort with modern technology and a willingness to use AI tools (such as Claude or Microsoft Copilot) to draft, summarize, research, and streamline work, with good judgment about accuracy and client confidentiality.

Hilltop Wealth Advisors, LLC

Client Services Associate/Trader

Coleman Research Group Inc

Associate, Client Management November Start

This role offers an opportunity to work closely with leadership, gain meaningful industry experience, and accelerate your path toward becoming a CFP®, CFA®, Wealth Advisor, Operations Leader, CIO, COO, or other executive-level professional. You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership.

Ivy Way Placements

Our success is rooted in the principle of human connection, epitomized by our NEWJOBPHORIA ethos - the joy and freedom in work that empowers our team and clients to excel. At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.

Spectraforce is a leading global services firm that provides a portfolio of Consulting, Staffing and Outsourcing services & solutions to a broad range of clients and industries worldwide. We are headquartered in Raleigh, NC, USA and have offshore global delivery centers at Pune, Chandigarh, and Hyderabad, India. At Spectraforce we have a Philosophy - a Philosophy that excellence is derived through dedicated, focused and innovative work. We also believe that knowledge comes through sharing and growth comes to every organization where people use knowledge in team work. A progressive culture and a world of possibilities is what you see with us.

Spectraforce Technologies Inc

Associate Director, Client Development

CAPTRUST is seeking a Wealth Client Management Associate II who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. Primary responsibilities may include the following, among others: Responsibilities: Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests.

Client Associate Jobs in Chapel Hill, NC

Client Success Associate Fooda

Client Support Associate Jackson Hewitt - EMH

Client Service Associate Kestra Financial Independent Advisor

Associate Strategic Client Executive, Rx Solutions Marsh McLennan

Brokerage Client Service Associate - Raleigh, North Carolina Truist Financial Corporation

Client Support Associate EMH

Associate Strategic Client Executive, Rx Solutions Marsh & McLennan Companies, Inc.

Associate Client Executive Hylant

Remote Client Support and Scheduling Associate Triptasticadventures

Associate, Client Management (November Start) Coleman Research Group

Associate - Client Service Matter Family Office

Client Services Associate RH

Associate, Client Management (November Start) Visasq/Coleman

Brokerage Client Service Associate - Raleigh, North Carolina Truist Financial Corp

Brokerage Client Service Associate - Raleigh, North Carolina Truist Bank

Client Services Associate/Trader Hilltop Wealth Advisors, LLC

Associate, Client Management November Start Coleman Research Group Inc

Client Service Associate Ivy Way Placements

Associate Director, Client Development Spectraforce Technologies Inc

Wealth Client Management Associate II CAPTRUST

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