Top 22 Client services associate Jobs in Carrboro, Nc

Client Service Associate - NR
Stifel —Chapel Hill, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Services Associate/Trader
Hilltop Wealth Advisors, LLC —Chapel Hill, NC
- $50,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Representative
VCA Animal Hospitals —Chapel Hill, NC
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Care Coordinator
Greenleaf Psychological & Support Services —Durham, NC
- $18 - $19 an hour
- Part-time
- Private practice
- Customer service
- HIPAA
Quick Apply
4d
Client Specialist
Robert W. Baird —Chapel Hill, NC
- Microsoft Excel
- Mid-level
- Office
Client Success Manager
K4Connect —Raleigh, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Client Service Representative (UFCW)
Labcorp —Burlington, NC
- $21 - $25 an hour
- Full-time
- Hybrid work
- Computer literacy
- Medical office experience
- HIPAA
- Employee stock purchase plan
- Disability insurance
1d
Client Services Specialist
Baileys Jewelry Management Inc —Raleigh, NC
- Extended hours
- Customer service
- Administrative experience
- Communication skills
Quick Apply
Director, Client Services
IQVIA —Durham, NC
- $106,000 - $295,300 a year
- Full-time
- Hybrid work
- 7 years
- Office
- Finance
10d
Client Service Supervisor
BluePearl Vet, LLC —Cary, NC
- $22 - $31 an hour
- Weekends as needed
- Mid-level
- US work authorization
- Paid holidays
- Disability insurance
8d
Client Service Specialist, Business Insurance
Marsh McLennan Agency —Durham, NC
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Tuition reimbursement
Client Relationship Associate Director, Connected Devices PM (Clinical Research)
IQVIA —Durham, NC
- $90,200 - $251,200 a year
- Full-time
- Remote
- 7 years
- Microsoft Excel
- Computer literacy
- Work from home
9d
Sales/Customer Service Representative
Black Forest Industries —Cary, NC
- Email
- Communication skills
- Entry level
- Retail sales
- Paid holidays
- Health insurance
Client Manager Business Insurance
Marsh McLennan Agency —Cary, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Tuition reimbursement
Client Relations Manager
Greenscape —Durham, NC
- From $60,000 a year
- Full-time
- Construction site
- Customer service
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
KIA Client Advisor
Hendrick Kia of Cary —Cary, NC
- Weekends as needed
- Dealership
- Ability to walk for extended periods
- Basic math
12d
Senior Client Manager, Personal Lines Insurance
Marsh McLennan Agency —Cary, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Tuition reimbursement
Registered Client Service Associate - Raleigh, NC
LPL Employee Services —Raleigh, NC
- $25.85 - $43.08 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply

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Parnall Law —Durham, NC
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Gordon Flesch Company —Dublin, OH
Valid driver’s license and appropriate auto insurance as dictated by state requirements. Help develop and execute customer success plans tailored to each…
$27.50 - $30.00 an hour
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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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Client Service Associate - NR

Stifel -
Chapel Hill, NC

Apply Now

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Administrative experience
High school diploma or GED
Clerical experience

Full Job Description

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

What We're Looking For:

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
Provide reports and other information to FA(s), as requested.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring:

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience:

Minimum Required: High School Diploma or equivalent
Minimum Required: 0-2 years clerical/related industry

Licenses & Credentials:

Minimum Required: None

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook

About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

client services associate jobs in carrboro, nc

Client Service Associate - NR

Client Services Associate/Trader

Client Service Representative

Client Care Coordinator

Client Specialist

Client Success Manager

Client Service Representative (UFCW)

Client Services Specialist

Director, Client Services

Client Service Supervisor

Client Service Specialist, Business Insurance

Client Relationship Associate Director, Connected Devices PM (Clinical Research)

Sales/Customer Service Representative

Client Manager Business Insurance

Client Relations Manager

KIA Client Advisor

Senior Client Manager, Personal Lines Insurance

Registered Client Service Associate - Raleigh, NC

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