Client Service Associate Jobs in North Carolina

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16 North Carolina Client Service Associate jobs found on Monster.

Jobs 1 to 16 of 16
Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institutions. Our software empowers our clients to transform the precision and efficiency of their back office operations including, t...
Company Confidential New Bern, NC, 28562
Office CLIENT SERVICES ASSOCIATE Full time, 2 or 4 year degree, experience in MS Office Excel, excellent phone & professional skills required. Salary commensurate with experience. 401K. EMAIL RESUME TO: professionalassist@ embarqmail.com...
Essential Duties and Responsibilities: Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Recognize and meet the needs of clients by assisting with sales of investment products to properly qualified investment clients. 2. Schedule appointments of ...
Stifel Nicolaus Charlotte, NC, 28201
SUMMARY OF RESPONSIBILITIES Under moderate supervision assists Financial Advisor with the maintenance of customers’ accounts and performs a wide variety of administrative support duties. MAJOR DUTIES Maintains accurate customer account records. Assists in the opening of customer accounts. Processes customer account changes. Provides reports and other information to Financial Advisor as neede...
Hilliard Lyons Inc Hendersonville, NC, 28739
POSITION SUMMARY: Works under direct supervision to provide unlicensed support in all phases of client service, client relationship building, and account maintenance to assist the business activities of the Financial Consultant(s). JOB DUTIES & RESPONSIBILITIES: Interacts daily on the telephone and in person with prospective and existing clients in a professional and pleasant demeanor, includin...
Charles Schwab Corporation Raleigh, NC, 27611
Job ID: 0715-18602 Description: We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and ...
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...
Company Confidential New Bern, NC, 28562
Office CLIENT SERVICES ASSOCIATE Full time, 2 or 4 year degree, experience in MS Office Excel, excellent phone & professional skills required. Salary commen- surate with experience. 401K. EMAIL RESUME TO: professionalassist@ embarqmail.com...
Bright Horizons L.P Raleigh, NC
Complex Service Manager Job Number:: 3036015 Posting Date: Oct 15, 2014 Primary Location: Americas-United States of America-North Carolina-Raleigh Job: Wealth Management Employment Type: Full Time Job Level: Professional Description POSITION SUMMARY: The Complex Service Manager will work closely with the Senior Complex Service Manager to supervise operations for either the legacy Morgan S...
Morgan Stanley Raleigh, NC, 27611
POSITION SUMMARY: The Complex Service Manager will work closely with the Senior Complex Service Manager to supervise operations for either the legacy Morgan Stanley or legacy Smith Barney platform, manage and control all operations and service functions across their respective platforms within the complex and facilitate communication and training for operations staff. Additionally, they will assi...
Banfield Pet Hospital Knightdale, NC, 27545
Work Location: Knightdale - 1929 - 220 Hinton Oaks Blvd Knightdale, 27545 Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Mana...
Banfield Pet Hospital Raleigh, NC, 27611
Work Location: Raleigh Creedmoor - 5042 - 6300 Creedmoor Rd Suite 104 Raleigh, 27612 Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Pr...
Banfield Pet Hospital Garner, NC, 27529
Work Location: White Oak - 1170 - 265 Shenstone Lane Garner, 27529-6906 Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manage...
Bayada Home Health Care Asheville, NC, 28804
Overview: Are you looking for an exciting opportunity in a fast-growing industry? Do you want to make a difference in people’s lives while you grow your career and learn the business? We’re BAYADA Home Health Care and we believe that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills to this d...
Banfield Pet Hospital Hickory, NC, 28601
Work Location: Hickory - 0418 - 1610 8th Street Drive SE Hickory, 28602-9655 Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice M...
Banfield Pet Hospital Apex, NC, 27539
Work Location: Apex - 0602 - 1031 Beaver Creek Commons Drive Suite 220 Apex, 27502-3918 Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the...

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Customer Service Career Tools

Sales Assistant

Salaries

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

Education / Training

Bachelor's
38%
Some College Coursework Completed
25.8%
High School
15.1%
Associates
11.3%
Master's
4%
Certification
2%
(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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