Client Service Associate Jobs in North Carolina


2 North Carolina Client Service Associate jobs found on Monster.

Jobs 1 to 2 of 2
UBS Financial Services Charlotte, NC, 28201
A Client Service Associate (CSA) in the Wealth Advice Center (WAC) services clients and provides operational and administrative support to WAC Financial Advisors. The role is critical to efficiently support branch operations and administrative responsibilities, impacting the client experience and operational risk. Key Responsibilities include: • Supporting the daily processing workload generated...
Position will focus primarily on the marketing side of a financial advisory practice and will include elements of a traditional Financial Client Service Associate. Specific responsibilities will include but not be limited to: Marketing Support Aspects: Maintain financial representative’s calendar, schedule follow-up appointments. Direct phone calls to appropriate personnel. Telephone clients, p...

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Customer Service Career Tools

Sales Assistant


$16,640.00 - $52,000.00
Typical Salary for Sales Assistant in North Carolina
(610 Respondents)
Source: Careerbenchmarking Tool

Education / Training

Some College Coursework Completed
High School
(450 Respondents)
Source: Careerbenchmarking Tool

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