Client associate Jobs in Raleigh, NC
Last updated: 14 hours ago
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show moreLast updated: 30+ days ago
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...Show moreLast updated: 8 days ago
MC Management delivers the industry's most innovative and unforgettable client experience.We bring together products and solutions to enable businesses to build, operate, and grow their brand.We ar...Show moreLast updated: 20 days ago
The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show moreLast updated: 15 days ago
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
A competitive base salary of $55k.Year 1 on target earnings of $62k.Comprehensive medical and healthcare options.Lucrative bonus and incentive schemes.
Regular socials in a welcoming, inclusive envi...Show moreLast updated: 30+ days ago
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex...Show moreLast updated: 30+ days ago
Envestnet is seeking a passionate and talented.Client Service Associate – Tamarac Reporting.This is a hybrid role, with in-office work required at either our Raleigh, NC, Berwyn, PA, or Denver, CO ...Show moreLast updated: 14 hours ago
Location : 90 MacKenan Drive, Cary, North Carolina 27511.Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.
This job has no direct supervisory responsibil...Show moreLast updated: 1 day ago
Client Solutions Associate in any of our Southeast offices, including Raleigh, NC; Charlotte, NC; Charleston, SC; Athens or Forsyth, GA.
and Nashville, TN.The Client Solutions Associate role serves...Show moreLast updated: 8 days ago
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...Show moreLast updated: 30+ days ago
Our team is dedicated to providing exceptional customer experiences and building long-lasting relationships with our clients.
We’re passionate about problem-solving and ensuring our customers ...Show moreLast updated: 21 hours ago
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.
The Senior Registered CSA assists with the dev...Show moreLast updated: 4 days ago
Reporting to the EVP, Global Head of Sales, the Director of Client Partnerships is responsible for selling the suite of EGLS consulting and FSP services to key clients / partners in the US.This role ...Show moreLast updated: 15 days ago
Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals.This is an opportunity to...Show moreLast updated: 8 days ago
- Promoted
Client Service Associate
GrahamRaleigh, NCQuick Apply
- Promoted
Client Service Associate 1
Public Consulting GroupRaleigh, NC, United States$40,000.00–$60,000.00 yearly
Full-time
Client Support Associate
MC ManagementMillbrook, NC, USQuick Apply
- Promoted
Brokerage Registered Client Service Associate
Truist IncRaleigh, NC, United StatesFull-time +2
- Promoted
Tax Senior Associate - Private Client Services
EisnerAmperRaleigh, NC, United StatesFull-time
Client Service Associate (J13050)
ParetoRaleigh, NC$62,000.00 yearly
Quick Apply
Wealth Management Client Associate
Bank of AmericaRALEIGHPart-time
- New!
Client Service Associate - Tamarac Reporting
EnvestnetRaleigh, NC, US$44,000.00–$66,000.00 yearly
Full-time
- Promoted
Client Advisor
Hendrick Automotive GroupCary, NC, United StatesFull-time
- Promoted
Client Solutions Associate
Resource Environmental SolutionsRaleigh, NC, United StatesFull-time
Client Services Associate
RHRaleigh, NC, United States$22.00–$26.00 hourly
Full-time
- New!
Client Support Associate
Tri NCRaleigh, NC, USFull-time
Quick Apply
- Promoted
Senior Registered Client Service Associate
Morgan StanleyRaleigh, NC, United StatesFull-time
Client Service Associate - Advisor
Envestnet | YodleeRaleigh, North Carolina We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls.
They will act as a Subject Matter Expert both internally and ex...Show moreLast updated: 30+ days ago
Client Experience Associate - North Carolina
AnywhereWorksNorth Carolina, United States Work is what you do, not where you do it.We’re on a mission to help the world work Anywhere.We believe people should be able to work and learn together, whether they’re communicating across a table...Show moreLast updated: 30+ days ago
Client Regulatory Sr. Associate
HedgeServRaleigh, NC HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid...Show moreLast updated: 30+ days ago
Senior Associate, Client and Engagement Acceptance
KPMG-UnitedStatesRaleigh, NC Senior Associate, Client and Engagement Acceptance.Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today’s most importa...Show moreLast updated: 30+ days ago
- Promoted
Client Partner
Eliassen GroupRaleigh, NC, United StatesFull-time
Client Services Associate - New Graduates
PROSAPIENTRaleigh, North Carolina, United States Everyday, somewhere in the world, important decisions are made.Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic...Show moreLast updated: 30+ days ago
- Promoted
Client Service Associate
Kestra Financial Independent AdvisorRaleigh, NC, United StatesFull-time
Client Service Associate
GrahamRaleigh, NC30+ days ago
Job type
- Quick Apply
Job descriptionTemporary job opportunity in a very reputable organization Paid Sick Time Paid Vacation Health insurance, medical and dental Free FinFit Financial Wellness Benefit Free Personal Financial Training Library Benefit Shopping Discount Program, Workplace Advantage Employee Assistance Program Counseling Legal & Financial Consultations Pharmacy Discount Card Provide fast and friendly support to clients, addressing inquiries and resolving issues in a timely manner. Understand client inquiries and problems thoroughly, troubleshoot effectively, and deliver optimal solutions. Act as the primary point of contact for clients who do not have a dedicated support person assigned to their accounts. Advocate for clients' needs and preferences within the organization, ensuring their voices are heard and their concerns are addressed. Connect clients with the appropriate resources and departments to resolve issues and fulfill requests. Gather and report client sentiment and feedback to relevant stakeholders, contributing to the improvement of products and services. Collaborate with other teams within the organization to ensure seamless client experiences and effective problem resolution. Exceptional communication skills, both written and verbal Strong organization and filing abilities. Strong organizational skills with a keen attention to detail Proficiency in Microsoft Office Suite, particularly Excel and Word Ability to prioritize tasks and manage time efficiently in a fast-paced environment. Previous experience in a customer support role preferred. Strong computer literacy (email, word processing, video conferencing, online research, CRM, and software navigation. Ability to maintain confidentiality and handle sensitive information with discretion. This position routinely utilizes standard office equipment such as laptops, computers, phones, photocopiers, and filing cabinets, in a home office as well as an in-person office environment. Ability to lift / move up to 20 pounds. This position is generally performed in a professional office setting; 70% sitting, 20% standing, and 10% walking. The physical requirements described are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with a qualifying disability to perform the essential functions.
Position : REMOTE - Client Service Associate
Status : Full-Time Hourly (40 hours)
Hours : Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch
- P henomenal customer service, written, and verbal communication skills
ABOUT THE ORGANIZATION :
This is a temporary, REMOTE – Client Service Associate opportunity with the possibility of becoming a permanent position based on business needs. The Client Service Associate plays a pivotal role in providing fast, friendly support to clients. This role is essential as it serves as the primary point of contact for clients, ensuring their inquiries and problems are addressed promptly and effectively. The Client Service Associate acts as an advocate for our clients, connecting them with the necessary resources and providing valuable feedback to improve our products and services.
Note :
This is not a call center position. On an average day, you will have approximately 20 calls. The majority of communication between the Client Service Associate and the client is done through email or chat.
COMPENSATION & BENEFITS :
ESSENTIAL FUNCTIONS and RESPONSIBILITIES :
EXPERIENCE AND REQUIRED QUALIFICATIONS
PHYSICAL DEMANDS
GENERAL INFORMATION : Applicants are assured of equal consideration regardless of race, age, color, religion, national origin, gender, GINA, political affiliation, membership or non-membership in employee organization, marital status, physical handicap which has no bearing on the ability to perform the duties of the position.
Additional information :
Employment type : Contract