Talent.com
Client Support Associate

Client Support Associate

VirtualVocationsDurham, North Carolina, United States
30+ days ago
Job type
  • Full-time
Job description

A company is looking for an Associate, Client Support.

Key Responsibilities

Provide general support for the Loan Platforms, including user onboarding and account maintenance

Analyze client administrative details and tax forms while maintaining entity identifiers

Capture user feedback and work with a global team to improve products and services

Required Qualifications

Ability to think analytically and question processes

Proficiency in Microsoft Office, especially Word and Excel

Experience with internet-based applications

Ability to identify and escalate issues effectively

Strong organizational skills and ability to multitask in a fast-paced environment

Create a job alert for this search

Client Associate • Durham, North Carolina, United States

Related jobs
  • Promoted
Client Service Associate - NR

Client Service Associate - NR

Stifel FinancialChapel Hill, NC, US
Full-time
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...Show moreLast updated: 30+ days ago
  • Promoted
Client Support Specialist - Financial Services, Raleigh, NC

Client Support Specialist - Financial Services, Raleigh, NC

AdvyzonRaleigh, NC, US
Full-time
Client Support Specialist - Financial Services.Advyzon was recently named to the "Best Places to Work in Fintech" list.Advyzon was founded in 2012 with the purpose of building an intuitive all-in-o...Show moreLast updated: 27 days ago
  • Promoted
Private Client Relationship Associate

Private Client Relationship Associate

Brown AdvisoryRaleigh, NC, US
Full-time
Private Client Service Relationship Associate.Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate wil...Show moreLast updated: 30+ days ago
  • Promoted
Fund Formation Associate

Fund Formation Associate

5 LegalRaleigh, NC, US
Full-time
A global and top 100 Am Law firm seeks an associate to join their Private Investment Funds Practice in any of their Charlottesville, Chicago, Dallas, Pittsburgh, Charlotte, Houston, New York City, ...Show moreLast updated: 30+ days ago
  • Promoted
Registered Client Service Associate • •

Registered Client Service Associate • •

Morgan StanleyRaleigh, NC, US
Full-time
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and gr...Show moreLast updated: 30+ days ago
  • Promoted
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Veterans StaffingRaleigh, NC, US
Full-time
Registered Wealth Management Client Associate.To proceed with your application, you must be at least 18 years of age.Merrill Wealth Management is a leading provider of comprehensive wealth manageme...Show moreLast updated: 5 days ago
  • Promoted
Client Support Specialist, Business Insurance

Client Support Specialist, Business Insurance

Marsh McLennanRaleigh, NC, US
Permanent
Client Support Specialist, Business Insurance.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organization...Show moreLast updated: 30+ days ago
  • Promoted
Associate Consultant, Advisory Services

Associate Consultant, Advisory Services

Veterans StaffingRaleigh, NC, US
Full-time
Associate Consultant, Advisory Services.Company : MMIT Location : Remote, United States.At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies.Our collective te...Show moreLast updated: 4 days ago
  • Promoted
Registered Client Associate

Registered Client Associate

Morgan StanleyRaleigh, NC, US
Full-time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...Show moreLast updated: 7 days ago
  • Promoted
Client Service Associate

Client Service Associate

Jackson Hewitt - 3164Mebane, NC, US
Full-time
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t...Show moreLast updated: 1 day ago
  • Promoted
Office Associate - Sales Support

Office Associate - Sales Support

ChemtekDurham, NC, US
Full-time
Chemtek is a family-owned leader in innovative solutions for the asphalt and construction industries.We are looking for a Sales Support Associate to be the crucial link between our sales teams, cus...Show moreLast updated: 30+ days ago
  • Promoted
Private Equity Associate (4-6yrs) - Raleigh

Private Equity Associate (4-6yrs) - Raleigh

Direct CounselRaleigh, NC, US
Full-time
Midlevel Private Equity Associate.Charleston, SC | Charlotte, NC | Pittsburgh, PA | Raleigh, NC.Direct Counsel is representing an Am Law 100 firm. Midlevel Private Equity Associate.The ideal candida...Show moreLast updated: 30+ days ago
Client Service Associate

Client Service Associate

Kestra Financial Independent AdvisorRaleigh, NC, US
Full-time
Quick Apply
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: 30+ days ago
  • Promoted
Client Service Associate Tamarac Trading

Client Service Associate Tamarac Trading

Envestnet YodleeRaleigh, NC, US
Full-time
Client Service Associate Tamarac Trading.Envestnet is seeking a Client Service Associate Tamarac Trading to join our Service department. This is a hybrid role, with in-office work required at our ...Show moreLast updated: 24 days ago
  • Promoted
Wealth / Trust Client Associate II (Hybrid) (Burlington, NC)

Wealth / Trust Client Associate II (Hybrid) (Burlington, NC)

Atlantic Union BankBurlington, NC, US
Full-time
Wealth / Trust Client Associate II (Hybrid) (Burlington, NC).The Client Associate II provides administrative support to the Trust Advisors and / or the Wealth Relationship Managers within Wealth Manage...Show moreLast updated: 30+ days ago
  • Promoted
Oracle Health Associate Consultant - Patient Accounting (RevCycle)

Oracle Health Associate Consultant - Patient Accounting (RevCycle)

OracleRaleigh, NC, United States
Full-time
Junior consulting position for those who are continuing to develop their expertise.Receives general instruction on routine work and detailed instruction on new projects or assignments.As a member o...Show moreLast updated: 3 days ago
  • Promoted
  • New!
Epic Support Analyst

Epic Support Analyst

ExcelraiseResearch Triangle Park, NC, US
Temporary
EHR Helpdesk Lead (2nd Shift) - Epic SME - State of North Carolina Contract Job ID : 777960 Location : Research Triangle Park (RTP), NC (27709) Duration : 9-Month Contract The Opportunity Are you an e...Show moreLast updated: 15 hours ago
  • Promoted
Registered Wealth Management Client Associate

Registered Wealth Management Client Associate

Bank of AmericaRaleigh, NC, US
Full-time
Registered Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and...Show moreLast updated: 5 days ago
  • Promoted
Capital Markets Associate

Capital Markets Associate

5 LegalRaleigh, NC, US
Full-time
AmLaw 50 firm seeks associates for their Capital Markets group.Qualified candidates will have 2-8 years of securities and capital markets transactions experience and should have substantive experie...Show moreLast updated: 30+ days ago
  • Promoted
Client Service Associate

Client Service Associate

Jackson HewittMebane, NC, US
Full-time
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...Show moreLast updated: 1 day ago