1,431 Results for

Client Service Associate Jobs in North Carolina

Jobs

New!

Winston-Salem/Greensboro, NC1 day ago

$45,000–$65,000

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Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.

Canadian residents may access our policies in English here and in French here.

New!

Raleigh, NC1 day ago

$190,000–$240,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

New!

Charlotte, NC3 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!

Raleigh, NCToday

$140,000–$160,000 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. Our healthcare practice group is among the largest in the Southeast, representing hospitals, health systems, physician practices, behavioral health providers, long-term care facilities, and publicly traded health services companies.

New!

Charlotte, NC3 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, NC3 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.

New!

Raleigh, NCToday

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Collects and prepares the shipment of PPE to regional new hires, ensures that items are shipped timely to guarantee arrival before orientation day, and communicates with the regional office administrator about the shipment of such packages for tracking purposes.

In collaboration with the Office Manager, installs and removes office and cubicle signatures for new hires or relocations, and reports to the Office Manager any discrepancies found between the physical layout and electronic version on Staff map.

New!

Raleigh, NC1 day ago

$70,000–$85,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Canadian residents may access our policies in English here and in French here.

Charlotte, NC30+ days ago

li>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.

Cary, North Carolina14 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

Charlotte, North Carolina14 days ago

Full-time

Hendrick Acura

Location: 6824 E. Independence Blvd, Charlotte, North Carolina 28227. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments.

Cary, North Carolina30+ days ago

Full-time

Hendrick Dodge Ram FIAT

Location: 81 MacKenan Drive, Cary, North Carolina 27511. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments.

Cary, North Carolina30+ days ago

Full-time

Hendrick Kia of Cary

Location: 90 MacKenan Drive, Cary, North Carolina 27511. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments.

Charlotte, MO17 days ago

$100,000–$120,000 Per Year
Full-time

Coverage including key IT infrastructure including operating systems, databases, virtualization, middleware, unified communications, web application infrastructure, IT Governance, Change Management, Remote Access, Incident and Problem Management, Cloud, and more. Conduct regular audits of IT infrastructure related areas assessing adherence to firm and regulatory requirements and assessing design, operating effectiveness and sustainability of associated controls.

New!

High Point, NC1 day ago

$20.92–$30.21 Per Hour

Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Role responsibilities Provide furry, feathered, and scaled pets with the best possible care, especially preventive care Upon approval from supervising veterinarian, perform veterinary technician appointments.

New!

Emerywood, NC1 day ago

$20.92–$30.21 Per Hour

New!

Emerywood, NCToday

$20.92–$30.21 Per Hour

New!

Emerywood, NC1 day ago

$20.92–$30.21 Per Hour

New!

Cary, NCToday

$20.92–$30.21 Per Hour

Build close relationships with pets and the humans who love them Work closely with teammates and cultivate a positive, dynamic work culture Impact the future of veterinary medicine with your own expertise and ways of practicing medicine Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. For a limited time, we are offering a sign-on bonus for full-time and part-time Registered Veterinary Technicians (RVTs) to support one or more of the following locations: Apex: 1031 Beaver Creek Commons Dr, Ste 220, Apex, NC 27502 Cary: 2430 Walnut St, Cary, NC 27518 Morrisville: 3101 Market Center Dr, Morrisville, NC 27560 The pay range for this role is $20.92 - $30.21 /hour.

Morrisville, NC27 days ago

Full-time

This role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.

Raleigh, NC30+ days ago

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

Winston Salem, NC30+ days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

Chapel Hill, NC30+ days ago

p>The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

New!

Raleigh, NC2 days ago

$25.85–$43.08 Per Hour

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

Chapel Hill, North Carolina30+ days ago

What You'll Be Doing:

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Gastonia, North Carolina22 days ago

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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.

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Charlotte, North Carolina19 days ago

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New!

Charlotte, North Carolina3 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.

Morganton, North Carolina8 days ago

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.

New!

Charlotte, NC3 days ago

p>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.

Morganton, NC7 days ago

Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

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, NC17 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.

Raleigh, NC30+ days ago

The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. This position is essential to ensuring the highest level of customer satisfaction through providing a high level of technical support and training on our products, differentiated by their consultative approach and strong sense of client advocacy when resolving issues.

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, NC11 days ago

Remote

In addition to supporting existing clients, the Client Services Associate will play an active role in developing new client relationships and contributing to the continued growth of the business through professional networking, referrals, social media engagement, and exceptional customer service. Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences through personalized planning and exceptional service.

Raleigh, NC16 days ago

With a strong focus on client advocacy, collaboration, and service excellence, the team works closely with internal partners to resolve inquiries efficiently, manage expectations, and ensure a consistently positive advisor experience-helping advisors better serve their end clients and drive long‑term success. The Service - Advisor team help clients navigate the Envestnet platform, troubleshoot operational and technical questions, and provide training to ensure advisors can effectively leverage our tools in their practices.

Chapel Hill, North Carolina30+ days ago

b>Client and Firm Engagement

Provide administrative support as needed: answers calls, manages contacts, manages schedules, produce reports, and creates presentation materials. Advisory
- Engage and support weekly prep for client meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings.

Cary, NC14 days ago

Remote

The Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.

Cary, NC30+ days ago

SUMMARY: The Client Service Associates provides high-touch administrative and client service support to Wealth Advisors and the broader wealth management team. This role is critical to delivering a consistent, professional client experience by supporting onboarding, account servicing, meeting preparation, documentation follow-through, and day-to-day client needs.

New!

Morrisville, NC6 days ago

$48,000–$60,000 Per Year

The role performs many of the same functions as the Associate, Client Services position but at a more advanced level and with more complicated case resolutions given the more advanced customer service skills required.

Successfully manage high volumes of client-facing interactions and establish connections with physicians, medical/lab staff, and patients via phone and e-mail communication.

New!

Winston-Salem, North Carolina3 days ago

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

NC29 days ago

$120,000–$198,000 Per Year

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

Wilmington, NC30+ days ago

$50,000–$60,000

Allegiance Financial Group Advisory Services, an established financial planning and investment management firm located in Wilmington, NC currently has an excellent career opportunity for a full-time Client Service Associate to join our team. We are a firm focused on providing superior results and service to our clients, many of whom have been with the firm for many years.

Raleigh, NC12 days ago

$60,000–$80,000 Per Year

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Exhibit working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices.

Communicate to understand client requests, determine needed actions, and resolve issues directly or in collaboration with advisors, including death claim processing.

Chicago, IL, IL13 days ago

$25–$28 Per Hour

You can access our privacy policy here. Key Responsibilities:

Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners.

Winston Salem, NC27 days ago

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.

Charlotte, North Carolina30+ days ago

Remote

$65,296–$104,304 Per Year

div style="background-color:transparent;color:black;font-family:'tahoma';font-size:10pt;font-weight:bold;text-align:left;margin:0px;border:1px none transparent">WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Minimum 3 years experience in client service, banking operations or relationship management support required.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.

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Client Service Associate NR Stifel Financial Corp

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