562 Results for

Client Service Associate Jobs in Raleigh, NC

Jobs

Raleigh, NC

$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.

2 days ago

Raleigh, NC

$140,000–$160,000 / 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.

1 day ago

Raleigh, NC

$130,000–$180,000 / 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 Raleigh office offers attorneys the opportunity to work alongside experienced litigators, gain meaningful case ownership, and build long-term client relationships in a collaborative and entrepreneurial environment.

Today

Raleigh, NC

li>

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.

1 day ago

Cary, North Carolina

Full time

p>Pay Transparency: .

Preferred Qualifications: .

15 days ago

Raleigh, NC

$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.

2 days ago

Durham, North Carolina

Full time

Hendrick Chevrolet Buick GMC Cadillac Southpoint

Location: 127 Kentington Drive, Durham, North Carolina 27713. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments.

30+ days ago

Cary, North Carolina

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.

30+ days ago

Cary, North Carolina

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.

30+ days ago

Cary, NC

$20.92–$30.21 / 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.

2 days ago

Cary, NC

$20.92–$30.21 / hour

1 day ago

Cary, NC

$20.92–$30.21 / hour

1 day ago

Morrisville, NC

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.

28 days ago

Chapel Hill, NC

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.

30+ days ago

Raleigh, NC

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).

30+ days ago

Raleigh, NC

$25.85–$43.08 / 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.

3 days ago

Chapel Hill, North Carolina

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.

30+ days ago

Raleigh, NC

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.

30+ days ago

Raleigh, NC

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.

17 days ago

Chapel Hill, North Carolina

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.

30+ days ago

Raleigh, NC

$60,000–$80,000 / year

li>

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.

13 days ago

Cary, NC

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.

15 days ago

Morrisville, NC

$48,000–$60,000 / 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.

7 days ago

$120,000–$198,000 / 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.

30 days ago

Cary, NC

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.

30+ days ago

Raleigh, NC

Full time

By building strong client relationships, collaborating across internal teams, and continuously enhancing support offerings, they drive customer satisfaction and long-term success—making it an exciting environment for those who enjoy combining problem-solving with meaningful client impact. 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.

9 days ago

Raleigh, North Carolina

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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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23 days ago

Raleigh, NC

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.

30+ days ago

Durham, NC

Remote

$54,500–$107,500 / year

p>We are Worldwide Clinical Trials, and we are a global team of over 3,500+ experts, bright thinkers, dreamers and doers and, together, we are changing the way the world experiences CROs - in the best possible way.

Work with Account Directors and Operational teams (i.e. clinical, bioanalytical and support services) to refine proposal scope and integrate solutions into complete proposals.

9 days ago

Morrisville, NC

em> 1+ year(s) experience Client Services/Customer Support or a similar role Background in Healthcare, Biotechnology, or Start Ups is a plus Experience in handling confidential PHI with discretion and maintaining confidentiality Proficiency in MSOffice (Word, Excel, PowerPoint, Teams) Experience in Salesforce.com or similar CRM software Self-starter with excellent phone manners, strong written/verbal communication skills Exceptional organizational skills and proven success in team environments Benefits Competitive Compensation and company wide benefits plan Opportunities for career advancement and professional development. Educate clients on ordering processes and specimen requirements Coordinate kit orders and shipments to clients Work with clients to resolve missing or ambiguous test order data Provide updates on testing status, including delays Partner with Sales for onboarding and maintaining new clients Identify and escalate potential issues to minimize impact on clients and patients Create and resolve case records in Salesforce.com

30+ days ago

New
Raleigh, NC
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.
2 days ago

NC
$105,375–$215,375 / year
p>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.
15 days ago

New
Durham, North Carolina
Process Management (BPC role): • Supports/guides BPOs in the process to develop or update process design (end-to-end Process design including set-up expectations, perform Elaboration Workshop and coordinate Cross-functional Alignments, Document Authoring responsibilities) . The Associate Director Quality - Client Dedicated Process & QD Manager performs various activities in support of process elaboration, design/mapping, documentation (controlled documents and managed information documents) development, review, formatting, and revision for GDO.
3 days ago

Raleigh, North Carolina
p style="margin:0px">CAPTRUST is seeking a 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.
30+ days ago

Durham, NC
$94,900–$264,200 / year
Key Accountabilities: The Associate Director Quality - Client Dedicated Process & QD Manager performs various activities in support of process elaboration, design/mapping, documentation (controlled documents and managed information documents) development, review, formatting, and revision for GDO. Process Management (BPC role): Supports/guides BPOs in the process to develop or update process design (end-to-end Process design including set-up expectations, perform Elaboration Workshop and coordinate Cross-functional Alignments, Document Authoring responsibilities).
30+ days ago

Raleigh, North Carolina
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To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

21 days ago

Raleigh, NC
li>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.
30+ days ago

Wake Forest, NC
$17.57–$22.45 / hour
Leadership Responsibilities (approximately 20% of time): • Assist Practice Manager in developing an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients, following all Banfield protocols and practices, as well as all local, state and federal laws, focusing the team to achieve practice priorities while building our culture and brand. • This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, educating them about their pets health, performing or preparing procedures that do not require veterinarian or veterinary technician assistance, completing preparatory work for other procedures, and monitoring hospitalized or surgical pets as allowed in the state practice acts.
30+ days ago

Chapel Hill, NC
li>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.
27 days ago

Chapel Hill, North Carolina
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.
10 days ago

Raleigh, NC
Remote
With deep domain expertise in regulatory sciences, clinical research solutions, quality & compliance, pharmacovigilance, medical information, and R&D technology, ProPharma offers an end-to-end suite of fully customizable consulting solutions that de-risk and accelerate our partners' most high-profile drug and device programs. They will lead and manage long term engagements in client-facing projects to include but not limited to managing project timelines, risk tracking, change control processes and cross- functional collaboration to ensure operational efficiency.
8 days ago

Raleigh, NC
General administrative duties performed may include: logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events. practice goals, addressing client service requests, establishing new clients with Ameriprise, including introducing the digital experience, assisting advisor in preparation or follow-up to client or prospect meetings.
20 days ago

Raleigh, North Carolina
Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Overview:
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals.
30+ days ago

Durham, North Carolina
Your responsibilities will include working with other members of the department to meet the service needs of customers and your attention to detail is essential in mastering tasks such as processing changes, rating, and accurate client data entry. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
10 days ago

Cary, NC
$15–$16 / hour
p>Kildaire Animal Medical Center, a Thrive Pet Healthcare partner, is seeking an outstanding associate to add to our talented team of professionals!
Job Summary:
As a customer service representative, you will be a key player in building relationships and providing experience in serving our clients'' appointment and medical needs.
30+ days ago

Raleigh, North Carolina
Remote
With deep domain expertise in regulatory sciences, clinical research solutions, quality & compliance, pharmacovigilance, medical information, and R&D technology, ProPharma offers an end-to-end suite of fully customizable consulting solutions that de-risk and accelerate our partners’ most high-profile drug and device programs. They will lead and manage long term engagements in client-facing projects to include but not limited to managing project timelines, risk tracking, change control processes and cross- functional collaboration to ensure operational efficiency.
9 days ago

Apex, NC
$15–$18.69 / hour
p>The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.
16 days ago

NC
ul>
Sales Support - Supports sales efforts by assisting in all aspects of client or prospect review meeting preparation, appointment scheduling, and prospecting event planning.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
16 days ago

Raleigh, NC
p>Bachelor''s Degree and 1 years of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 4 years of experience in Sales and Banking including Securities Trading.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
30+ days ago

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Client Service Associate Jobs in Raleigh, NC

Senior Director, Cloud and Data Services (Client-facing) Vaco LLC

Med Mal/Healthcare Associate Jobot

Associate Attorney Jobot

Associate, Administrative Services HITT Contracting

Retail Customer Service Associate FedEx

Financial Operations Associate Vaco LLC

Client Advisor Hendrick Automotive Group Corporate

KIA Client Advisor Hendrick Automotive Group Corporate

Dodge Client Advisor Hendrick Automotive Group Corporate

Registered Vet Technician Banfield Pet Hospitals

Registered Veterinary Technician Banfield Pet Hospitals

Registered Vet Tech Banfield Pet Hospitals

Loan Officer Associate Lennar Homes

Client Service Associate NR Stifel Financial Corp

Registered Client Service Associate Morgan Stanley

Registered Client Service Associate - Raleigh, NC LPL Financial Holdings Inc

Client Service Associate - NR Stifel

Client Service Associate - Tamarac Reporting Envestnet Inc

Client Service Associate - Advisor Envestnet Inc

Client Services Associate/Trader Hilltop Wealth Advisors

Sr. Client Service Associate Wealth Enhancement Group LLC

Remote Client Services Associate – Travel Industry Aspiretalentagency

Sr. Client Services Associate Foundation Medicine Inc

Client Service Associate Fiserv Inc

Client Service Associate Fidelity Bank

Client Service Associate - Tamarac Reporting Envestnet

Brokerage Client Service Associate - Raleigh, North Carolina Truist Bank

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

Associate, Proposals & Client Services - US - Remote Worldwide Clinical Trials Holdings Inc

Client Services Associate SAGA Diagnostics AB

Registered Wealth Management Client Associate Bank of America Corp

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

Associate Director Quality - Client Dedicated Process & QD Manager IQVIA

Wealth Client Management Associate II CAPTRUST

Associate Director Quality - Client Dedicated Process & QD Manager IQVIA Holdings Inc

Associate Strategic Client Executive, Rx Solutions Marsh McLennan

Associate, Client Management July Start Coleman Research Group Inc

Client Service Coordinator - Shift Lead Banfield Pet Hospital

Client Service Representative VCA Inc

Client Service Representative VCA Animal Hospitals

Pharmacovigilance Project Manager, Client Services ProPharma Group Holdings LLC

Client Service Specialist Ameriprise Financial Inc

Trading and Client Services Representative First Citizens Bank

Client Service Specialist, Business Insurance Marsh McLennan

Veterinary Client Service Representative Thrive Pet Healthcare

Pharmacovigilance Project Manager, Client Services ProPharma Group

Client Service Coordinator Banfield Pet Hospital

Client Associate First Citizens BancShares Inc

Trading and Client Services Representative First Citizens BancShares Inc

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