Top 1169 Financial representative Jobs in Concord, Nc

Operations/Administrative Specialist
Linden Thomas & Company —Charlotte, NC
- 8 hour shift
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Entry Level Sales Representative
Clearwater Financial Services —Concord, NC
- $45,600 - $67,450 a year
- Full-time
- Communication skills
- Entry level
- Flexible schedule
Quick Apply
Registered Financial Services Representative - Charlotte, NC
Pacific Life —Charlotte, NC
- $30 - $35 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Financial Advisor
Edward Jones —Albemarle, NC
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Central Sales Representative
ClearDefense Pest Control, LLC —Concord, NC
- $60,000 - $110,000 a year
- Mid-level
Quick Apply
Full-Time Associate Call Center Representative
Duke Energy —Charlotte, NC
- $20 an hour
- Extended hours
- Remote
- Background check
- Sales
- Pass drug screening
- Paid holidays
- Dental insurance
7h
Registered Financial Services Representative - Charlotte, NC
Pacific Life Insurance Company —Charlotte, NC
- $30 - $35 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
11d
Customer Service Representative
SHOE SHOW, INC. —Concord, NC
- Weekends as needed
- Entry level
- Store discount
- Paid holidays
Quick Apply
Call Center Representative
Cabarrus Rowan Community Health Centers —Concord, NC
- Full-time
- OSHA
- High school
- Computer literacy
Quick Apply
2d
Customer Service Representative (Loan Consultant I)
Lendmark Financial Services, LLC —Concord, NC
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
Quick Apply
12d
Teller
PNC Financial Services Group —Concord, NC
- Full-time
- No experience needed
- Office
- No degree
- Wellness program
- Health savings account
Part-Time Patient Representative - Concord (24 hours weekly)
CHARLOTTE EYE EAR NOSE AND THROAT ASSOCIATES PA —Concord, NC
- Part-time
- 3 years
- High school diploma or GED
- Clinic
Operations Claims Specialist
Pacific Life Insurance Company —Charlotte, NC
- $24 - $43 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
9d
Entry Level Sales Representative
Power Home Remodeling —Mooresville, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
8h
Sales Representative
Power Home Remodeling —Mooresville, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
8h
Entry Level Sales Representative
Power Home Remodeling —Concord, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
8h
Commercial Sales Representative
RITE RUG CO —Charlotte, NC
- Full-time
- Construction site
- Mid-level
- Office
Sales Representative
Power Home Remodeling —Concord, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
8h
Outside Sales Representative
Foreverclean —Charlotte, NC
- $50,000 - $125,000 a year
- Full-time
- Mid-level
- Communication skills
- Marketing
- Paid training
- Relocation assistance
Quick Apply
11d
Outside Sales Representative- Flooring
Flooring Charlotte Center —Charlotte, NC
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Residential
- Contracts
- Paid time off
Quick Apply

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Operations/Administrative Specialist

Linden Thomas & Company -
Charlotte, NC

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Life insurance

Qualifications

Financial operations
Managing customer accounts
Phone communication
Managing clients in a customer support role
Client database systems
Attention to detail
Client services
Investment account customer support
Organizational skills
Financial services
CRM system proficiency
Productivity software
Account management
Account opening
Office phone management

Full Job Description

Location: Charlotte, NC
Job Type: Full-Time

Position Overview

A rapidly growing independent wealth management firm is seeking a highly organized and detail-oriented Operations & Administrative Specialist to join our team. This position plays a critical role in supporting both operational and administrative functions of the firm while delivering exceptional service to our high-net-worth clients.

The ideal candidate will possess strong operational experience within the wealth management industry, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. This individual will work closely with advisors, operations personnel, and clients to ensure an exceptional client experience and efficient day-to-day business operations.

Key Responsibilities

Operations Support

Process new account openings, account maintenance requests, and account transfers.
Coordinate funds disbursements and other client account transactions.
Maintain accurate client records and update CRM systems regularly.
Assist with client reporting, portfolio allocation reviews, and retirement review preparation.
Support client education initiatives and service requests.
Coordinate client mailings, document processing, and record retention.
Work closely with custodians and third-party providers to resolve account-related issues.
Ensure all operational activities are completed accurately and in accordance with firm policies and industry regulations.

Administrative & Client Service Support

Answer incoming telephone calls and direct inquiries appropriately.
Serve as a primary point of contact for clients, providing professional and timely assistance.
Communicate regularly with clients regarding account requests, documentation needs, and follow-up items.
Schedule client meetings and maintain advisor calendars.
Prepare meeting materials, correspondence, and client communications.
Greet clients and visitors while maintaining a professional office environment.
Manage incoming and outgoing mail, packages, and office correspondence.
Assist with general office administration and special projects as needed.
Maintain exceptional phone etiquette and written communication standards.

Qualifications

Required

Bachelor's degree preferred; Associate degree considered with relevant experience.
3-6+ years of wealth management, financial services, or investment industry experience.
Strong understanding of brokerage and advisory account operations.
Experience with account opening, transfers, client service, and CRM management.
Exceptional verbal and written communication skills.
Professional phone etiquette and client-facing experience.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Ability to work independently while maintaining a high level of accuracy.
Demonstrated ability to effectively manage multiple priorities, deadlines, and client requests while maintaining a high level of accuracy and attention to detail.
Proficiency in Microsoft Office and CRM software.

Preferred

Series 7 License.
Experience working with high-net-worth individuals and families.
Familiarity with financial planning and retirement review processes.

Benefits

Competitive compensation package
401(k)
Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Paid parking

Schedule

Monday through Friday
Day shift
8-hour shift
In-office position (no remote work)
Breakfast and lunch provided

Job Type: Full-time

Ability to Commute:

Charlotte, NC 28202 (Preferred)

Ability to Relocate:

Charlotte, NC 28202: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in concord, nc

Operations/Administrative Specialist

Entry Level Sales Representative

Registered Financial Services Representative - Charlotte, NC

Financial Advisor

Central Sales Representative

Full-Time Associate Call Center Representative

Registered Financial Services Representative - Charlotte, NC

Customer Service Representative

Call Center Representative

Customer Service Representative (Loan Consultant I)

Teller

Part-Time Patient Representative - Concord (24 hours weekly)

Operations Claims Specialist

Entry Level Sales Representative

Sales Representative

Entry Level Sales Representative

Commercial Sales Representative

Sales Representative

Outside Sales Representative

Outside Sales Representative- Flooring

I want to receive the latest job alert for financial representative in concord, nc

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