Remote Client Service Associate jobs in North Carolina

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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 4 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...

Client Service Associate

Beacon Pointe Advisors Llc

Greensboro, NC

$46,000 - $70,000 a year

Responds to routine client requests via phone, email and/or other contact methods Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly Records client inquires including...

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...

Client Service Associate

Beacon Pointe Advisors

Greensboro, NC

$49.2K - $62.3K a year

Responds to routine client requests via phone, email and/or other contact methods. Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly. Records client inquires includi...

Client Service Associate

Jackson Hewitt

New Bern, NC

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

Associate Provider Service Representative - National Remote

Unitedhealth Group

Greensboro, NC

7:55am - 4:25pm CST. 8:30am - 5:00pm CST. 9:00am - 5:30pm CST. 9:30am - 6:00pm CST. 10:00am - 6:30pm CST. 10:30am - 7:00pm CST. 11:00am - 7:30pm CST. 11:30am - 8:00pm CST. Daily Inbound/Outbound Phone Calls from Providers. Daily I...