594 Results for

Client Service Associate Jobs in Charlotte, NC

Jobs

New!

Charlotte, NC5 days ago

$90,000–$100,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have experience managing civil litigation matters from initial pleadings through resolution and be comfortable handling court appearances, depositions, written discovery, and motion practice.

New!

Charlotte, NC5 days ago

$225,000–$450,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers the opportunity to work on a wide range of complex financing matters, representing lenders and other market participants in sophisticated deal work.

New!

Charlotte, NC5 days ago

$110,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Proven experience of 2+ years as a civil litigation attorney, specifically handling creditors' rights, commercial bankruptcy, commercial foreclosures, and/or receiverships.

Charlotte, NC26 days ago

Full-time
Employee

Build and maintain strong working relationships with 7-Eleven Field Operations Advisors (FOAs) and field leadership teams to support executional alignment and account objectives. The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance.

Charlotte, North Carolina18 days ago

Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

New!

Charlotte, North Carolina5 days ago

Full-time

Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments. Completes paperwork accompanying vehicle sales, including but not limited to, preparing sales slip or sales contract.

Gastonia, NC30+ days ago

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.

Charlotte, North Carolina10 days ago

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.

Gastonia, North Carolina13 days ago

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.

Charlotte, NC30+ days ago

Demonstrated experience in a call center or brokerage office environment, preferably focusing on outbound sales calls.\n \nGeneral 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. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable.\n \nESSENTIAL DUTIES AND RESPONSIBILITIES\n \nFollowing is a summary of the essential functions for this job.

Charlotte, NC8 days ago

$54,000–$65,000 Per Year

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Charlotte, NC30+ days ago

As a Client Service Associate within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues that may arise with our complex treasury and cash management products and services. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Charlotte, NC30+ days ago

Full-time

Charlotte, North Carolina30+ days ago

Remote

$65,296–$104,304 Per Year

Works directly with clients in handling all areas of operations (e.g., loan payments, wires, new accounts, checking and savings account activity, CD’s, investments, etc.) to free Relationship Managers from performing these duties. Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele, account balance, account history and other related factors within delegated authority.

Charlotte, North Carolina30+ days ago

Remote

$65,296–$104,304 Per Year

Charlotte, NC26 days ago

$70,000–$90,000 Per Year

A leading regional wealth management firm is seeking a polished and relationship-driven Client Service Associate to join its growing team supporting high-net-worth individuals, executives, and family office clients. This role sits at the intersection of client service, operations, and relationship management, offering the opportunity to become a true strategic partner to Financial Advisors while gaining broad exposure across the wealth management business.

New!

Chicago, IL, IL4 days ago

$25–$28 Per Hour

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.

Huntersville, North Carolina30+ days ago

Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

Charlotte, NC30+ days ago

Remote

$65,296–$104,304 Per Year

Reviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs.

Charlotte, NC30+ days ago

Remote

$71,869–$114,797 Per Year

Charlotte, NC30+ days ago

$100,000–$187,000 Per Year

The Compensation Range for this Role is between $100,000 to $187,000 p.a. 147355BRConnecticut, District of Columbia, Maryland, North CarolinaUSAInfosys Limited Associate Engagement ManagerITL USA Baltimore, MD, Charlotte, NC, Hartford, CT, Washington, DCAerospace, Industrial Automation, ManufacturingTechnology|Unit Level - Unit Level|Practice Sales Associate Engagement Manager - Manufacturing Sector100000187000. The AMCS works together with their manager (Manager-Client Services/Senior Manager-Client Services) to build an account plan and is responsible for client management based on the account plan.

Rock Hill, SC30+ days ago

PRISM serves a broad and loyal referral network of nationally affiliated and independently operated wound care clinics, as well as specialist practices and clinics in primary care, ostomy, podiatry, rehabilitation and physical therapy, general and plastic surgery, dermatology, and vascular medicine. Full-Time/Part-Time Full-Time Shift Days Position Client Relations Associate Exempt/Non-Exempt Non-Exempt About the Organization PRISM Home Medical Supply Specialists provides seamless delivery of wound care, urological and ostomy supplies.

Charlotte, NC30+ days ago

Full-time

As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Charlotte, NC13 days ago

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

New!

Charlotte, NC5 days ago

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

New!

Charlotte, NC5 days ago

$105,375–$215,375 Per Year

At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Charlotte, NC30+ days ago

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.

Charlotte, North Carolina25 days ago

Guide the Client Service Team Leader to schedule client service associates cost-effectively to ensure the provision of sufficient staffing to meet and/or exceed client needs at every shift.  . The CSS provides management coverage for the CS department to function properly during the shift and those issues are addressed by the proper individual ensuring services are seamless from beginning to end of the client and patient visit.  .

Charlotte, North Carolina8 days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Charlotte, NC30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

New!

Charlotte, NC6 days ago

Our Associates will work closely with Dimensional's Global Consultant Relations team, Institutional Sales, Research, Portfolio Management and Trading teams to help win and retain institutional client business. Within GCG, the Consultant channel is responsible for working with the Investment Consultant community across the globe and partnering with the rest of our sales teams.

Charlotte, NC25 days ago

Remote

$62,000–$75,000 Per Year

Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including: Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level). Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.

New!

Charlotte, North Carolina4 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Overview: As the Senior Client Associate you will continue to develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients.

Charlotte, NC30+ days ago

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.

Charlotte, NC26 days ago

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you''ll lead the charge in delivering exceptional treasury and banking product implementations.

Charlotte, NC30+ days ago

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where youll lead the charge in delivering exceptional treasury and banking product implementations.

Charlotte, NC7 days ago

Charlotte, NC11 days ago

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

Charlotte, NC30+ days ago

$75,700–$105,000 Per Year

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). The Client Services Manager II (CSM II) works with business partners on the implementation of business plans and is responsible for structuring interaction, communication, processes and activities that deliver on business goals and increase client satisfaction.

Charlotte, North Carolina12 days ago

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

Charlotte, North Carolina30+ days ago

A typical day for a CEA includes monitoring of day-to-day MSIGHTS Platform operations and usage, data QA, client training and support on the Platform, coordination with the technology team to meet deliverables, manage client projects, and resolve data issues. Exceptional project management, analytical and problem-solving skills, and experience applying these skills to resolve application design considerations and client business issues.

Charlotte, NC30+ days ago

$60,800–$76,000 Per Year

Work closely with the client teams to implement and execute the program(s) as it aligns with the client's goals and objectives • Be a strong cultural fit and be an authentic advancer of our mission and values internally and externally • Demonstrate strategic and creative thinking skills, problem solving and initiative as a trusted teammate • Maintain a good working relationship with internal and external collaborators, working alongside client teams and property partners to deliver on sponsorship marketing plans • Support client teams through quick response times and optimally delivering and meeting client expectations • Share desire to learn and grow within the industry, including staying up to date on trends to drive forward thinking for clients and internal teams • Showcase ability to flex within role across client teams, deliverables and events • Genuine eagerness to work with and learn from a diverse and talented team • Provide reports, recaps and updates to internal and external teams as needed • Manage internal and external budgets and vendors on behalf of client teams • When applicable, travel to execute on-site events on behalf of client and client team • Cooperatively take on other duties, roles or responsibilities as assigned. Combining years of industry experience and invaluable professional relationships, Bespoke provides thoughtful senior-level counsel and custom marketing solutions that are specifically tailored for individual brands.

Charlotte, NC30+ days ago

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Onboarding Implementation Complex Transfers Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.

Charlotte, NC30+ days ago

Were looking for a Client Associate to join our nationally recognized Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a large, dynamic group. Your key responsibilities will be: • Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.

New!

Charlotte, North Carolina1 day ago

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Charlotte, North Carolina12 days ago

charlotte, NC30+ days ago

The primary duties and responsibilities include but are not limited to: Work in close collaboration with Private Client Relationship Advisors, Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients.

Charlotte, NC10 days ago

This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.

Charlotte, NC30+ days ago

This role will work closely with Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer Senior Associate will be a critical partner for Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.

Charlotte, NC30+ days ago

$124,355–$146,300 Per Year

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

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Client Service Associate Jobs in Charlotte, NC

Associate Attorney Jobot

Private Credit Associate Attorney (2-6 Yrs Exp) Jobot

Associate Attorney - Civil Litigation Jobot

Associate National Account Manager Company Confidential

Retail Customer Service Associate FedEx

Client Advisor Hendrick Automotive Group Corporate

Brokerage Registered Client Service Associate Truist Financial Corp

Centralized Brokerage Registered Client Service Associate Truist Bank

Brokerage Registered Client Service Associate Truist Bank

Centralized Brokerage Registered Client Service Associate Truist Financial Corp

Client Service Associate Edelman Financial Engines LLC

Client Service Associate JPMorgan Chase & Co

Client Service Associate JPMorgan Chase Bank, N.A.

Client Service Associate (Commercial Banking) City National Bank

Client Service Associate (Specialty Banking-Structured Finance) City National Bank

Client Service Associate TalentBridge

SS-Client Service Associate Pyramid Consulting, Inc

Work From Home - Client Services Associate AO Garcia Agency

Client Service Associate (Middle Market Banking) City National Bank

Senior Client Service Associate (Middle Market Banking) City National Bank

Aero/Defense- Associate Manager - Client Services Infosys Ltd

Client Relations Associate - Customer Service - Monday- Friday 9a-6p Prism Medical Products LLC

Client Service Senior Associate JPMorgan Chase Bank, N.A.

Registered Wealth Management Client Associate Bank of America Corp

Registered Private Wealth Client Associate Bank of America Corp

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

Associate, Global Client Group (Independent Advisor Group) Dimensional Fund Advisors

Veterinary Client Service Supervisor BluePearl

Client Experience Associate - South Park PNC Bank

J.P. Morgan Wealth Management - Private Client Investment Associate JPMorgan Chase Bank, N.A.

Associate, Global Client Group (Traditional Institutional Group - Consultant Relations) Dimensional Fund Advisors

Ally Invest - Trading and Client Service Representative - Series 7 & 63 Ally Financial Inc

Senior Client Associate Gallagher

Client Onboarding Implementation Transfer Senior Associate JPMorgan Chase & Co

Client Onboarding Implementation Associate JPMorgan Chase & Co

Client Onboarding Implementation Senior Associate JPMorgan Chase & Co

Client Experience Associate - South Park The PNC Financial Services Group Inc

Veterinary Client Service Representative VCA Inc

Client Services Manager II Teachers Insurance and Annuity Association of America (TIAA)

Veterinary Client Service Representative VCA Animal Hospitals

Client Engagement Associate Msights

Associate Manager, Client Management Publicis Groupe SA

Client Onboarding Implementation Complex Transfers Associate JPMorgan Chase & Co

Client Associate UBS Group AG

Wealth Management Client Associate Bank of America

Client Associate Rockefeller Capital Management

Private Client Senior Relationship Associate Brown Advisory Inc

Client Success Senior Associate - Tech/Startup Banking JPMorgan Chase & Co

Client Success Senior Associate JPMorgan Chase & Co

Relationship Management Sales Associate - Institutional Client Group U.S. Bancorp

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