Remote Client Service Associate jobs in Mecklenburg, 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...
| Company | Independent Advisor Alliance |
|---|---|
| Address | Charlotte, NC |
| Category | Retail |
| Salary | From $60,000 a year |
| Job type | Full-time |
| Date Posted | 3 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...
3 weeks ago seen See more...
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...
3 weeks ago seen See more...
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...
a month ago seen See more...
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