Client Service Associate jobs in Charlotte, NC

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CLIENT SERVICES ASSOCIATE

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

CompanyIndependent Advisor Alliance
AddressCharlotte, NC
CategoryRetail
SalaryFrom $60,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Client Services Associate

Independent Advisor Alliance

Charlotte, NC

From $60,000 a year

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

International Client Service Associate

Jpmorgan Chase Bank, N.a.

Charlotte, NC

Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service imp...

Customer Service Associate - Order Fulfillment (20 - 34 hrs / wk) New

Ikea

Charlotte, NC

Why we will love youWhat you'll be doing day to day Creates a positive customer experience by ensuring accurate transactions and/or orders. Offers and sells services to customers during the handover process when needed. Provides...

Seasonal Merchandising Service Associate - Now Hiring

Lowe's

Charlotte, NC

Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product...

Park Services Associate

Carowinds

Charlotte, NC

$13 - $15 an hour

Empty, dispose of trash and maintain clean trash containers in assigned areas.. Clean restroom toilets, sinks, counter tops, mirrors, floors, walls, fixtures and restock nescessary supplies. Sweeps and cleans grounds and restroom...

Client Services Specialist

Linden Thomas & Company

Charlotte, NC

$45,000 - $50,000 a year

Modern office setting. Food provided. Modern office setting. Growth opportunities. 401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. Bonus opportunities. 8 hour shift. Charlotte, NC 2820...

Lead Retail Customer Service Associate

Fedex Office

Charlotte, NC

Demonstrates consultative behaviors to ensure friendly, polite, expert service is delivered to all customers Manages production flow to ensure all production orders are done right and on time Takes customer orders, giving pricing...

Client Service Associate - Tamarac Trading

Envestnet

Concord, NC

Partner with team members to ensure high quality customer service when responding to client calls & emails within stated SLAs. Provide support and training to clients on how to effectively use Tamarac Trading in their practices, p...

Customer Service Associate

Walgreens

Charlotte, NC

$15.00 - $17.50 an hour

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Retail Sales Associate / Customer Service

Elements Massage

Charlotte, NC

$14 - $17 an hour

Pay $14-$17 per hour depending on experience Bonuses based on monthly conversion numbers Medical insurance A complimentary monthly massage at the studio Our team members will earn commission for wellness plan sales and have opport...

Service BDC Associate - Town & Country Toyota

Sonic Automotive

Charlotte, NC

$34.6K - $43.8K a year

We boast the lowest turnover in the industry. We provide award winning training (Training Magazine Top 125, and Brandon Hall Awards). We are committed to developing and promoting within the company. Our benefits are extremely comp...

Sales Associate/Cashier/Customer Service

Harper & Skyler's Toys & Sweets

Charlotte, NC

$12 - $17 an hour

Friendly and outgoing personality. Excellent communication skills. Passion for providing exceptional customer service. Ability to work effectively in a team environment. Enthusiasm for working with children. Reliable and punctual....

Senior Customer Service Associate

Napa Auto Parts

Charlotte, NC

Processes for correcting EDI or keys receipt of parts for incoming freight. Runs reports and reviews " old" open positions. Deletes old lines as necessary so parts can be reordered for DC stock. Performs end of day accounting for...

Client Service Associate

Wealth Enhancement Group

Rock Hill, SC

$55,000 - $60,000 a year

Support Financial Advisors and their clients by leading and implementing the Client Service model. Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers Responds to and resolve client...

Linen & Food Service Prep Associate

Party Reflections, Inc.

Charlotte, NC

$27.1K - $34.3K a year

Must be able to lift up to 40 pounds....

On-call Office Services Associate

Glc Business Services, Inc.

Charlotte, NC

$18 an hour

401(k). Dental insurance. Flexible schedule. Health insurance. Paid time off. Vision insurance. 7.5-hour shift four days per week. Tuesday - Friday. 8 hour shift. Day shift. Monday to Friday. No nights. No weekends. Customer servi...

Work From Home - Client Services Representative

Global Elite Texas

Charlotte, NC

Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're looking for enthusiastic, self-d...

Support Services Associate (PART TIME)

Consolidated Planning

Charlotte, NC

$15 an hour

reviewing documents, determining pertinent information, entering the details into LBS using specified naming conventions; attention to detail is critical. uploading documents sent via email to LBS (our proprietary financial planni...

Veterinary Client Service Representative

Charlotte Animal Referral & Emergency

Charlotte, NC

$18 an hour

First shift- 7am-3pm As a 24/7 hospital, we are open on weekends and holidays. All CSRs will be required to rotate holiday coverage. High school diploma, general education degree or equivalent. Ability to stay calm when customers...

Ally Invest - Trading and Client Service Representative - Series 7 & 63

Ally Financial

Charlotte, NC

$44.5K - $56.3K a year

Directly responsible for placing trades for customers over the telephone using desktop trading products. Provide assistance to customers by answering phone calls and responding to emails and Live Chats. Placing and/or facilitating...

Wealth Management Client Associate

Bank Of America

Charlotte, NC

$88.9K - $113K a year

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Account Manager II - Specialty Services Client Support Group

Jpmorgan Chase & Co

Charlotte, NC

Excellent communication skills both written and verbal. Relentless and versatile learner Highly organized with ability to manage competing priorities. Demonstrated and consistent professional presence with the ability to adapt to...

Servicing Operations Associate

Figure

Charlotte, NC

$22 an hour

Be the first point of contact and advocate for our existing customers. Handle customer and third-party inquiries via omnichannel communication with exceptional customer service. Educate customers on Figure and our products with kn...

Part Time Customer Service Sales Associate

Ace Cash Express

Charlotte, NC

$15 - $16 an hour

Educate customers on products. Listen to customer needs. Maintain store security. Provide card services. Process MoneyGram transactions. Complete Bill Pay transactions. Cash checks. Cash handling experience (1 year required). Reta...

Seasonal Merchandising Service Associate - Weekends Preferred

Lowe's

Denver, NC

Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product...

Customer Service Associate

Walgreens

Denver, NC

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Engages customers and patients by...

Part Time - Customer Service Associate - Tool Rental - Flexible

Lowe's

Belmont, NC

Being friendly and professional, welcoming customers to Lowes and helping with home improvement project needs. Validating loading tickets and processing orders and deliveries accurately so customers receive merchandise as expecte...

Client Services Representative

Eurofins Environment Testing Usa

Fort Mill, SC

$18 - $20 an hour

Manage inbound and outbound client communications via phone and/or email in a timely, solutions-oriented manner. Advise walk-in clients about service information and project preparation. Maintain a constant overview of projects in...

Associate Vice President for Fiscal Services/Controller

Winthrop University

Rock Hill, SC

Designs and implements systems and processes based on best practices to support the universitys mission and strategic plan. Ensures compliance with local, state and federal regulations and the timely submission of internal and ex...

Seasonal Merchandising Service Associate - Weekends Preferred

Lowe's

Mooresville, NC

Being friendly and professional, and engaging vendors and associates to meet store needs. Ensuring signage, pricing information, and displays are accurate so that merchandise is easy to locate. Creating visually appealing product...