Top 39 Client services associate Jobs in Durham, Nc

Client Experience Associate and Executive Assistant
Woodward Financial Advisors —Chapel Hill, NC
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Inventory management
- Mid-level
- Office
- Free parking
- Paid parental leave
Quick Apply
Client Service Associate - NR
Stifel —Chapel Hill, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
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
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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
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Client Success Associate (CSA)
Think Tech Advisors —Raleigh, NC
- Full-time
- Mid-level
- Office
- Travel
- Paid time off
Client Service Associate - MoneyGuide
Envestnet —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Disability insurance
Senior Corporate Client Specialist
First Horizon Bank —Raleigh, NC
- Office
- 3 years
- High school diploma or GED
- Wellness program
- Health savings account
Client Success Manager
K4Connect —Raleigh, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Client Service Representative
VCA Animal Hospitals —Chapel Hill, NC
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Trading and Client Services Representative
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Registered Wealth Management Client Associate
Bank of America —Raleigh, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Services Manager - Assistant Manager - Aventon Cary
Pegasus Residential, LLC —Cary, NC
- Bilingual
- Mid-level
- High school diploma or GED
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Client Services Specialist
Baileys Jewelry Management Inc —Raleigh, NC
- Extended hours
- Customer service
- Administrative experience
- Communication skills
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Retail Client Merchandising Representative
CRO-US —Durham, NC
- $17 an hour
- Part-time
- Customer service
- Merchandising
- Ability to lift 50 pounds
- Paid training
- Mileage reimbursement
Quick Apply
Premier Client Banker
First Citizens Bank —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Expert Client Success Manager
Veradigm —Raleigh, NC
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- US work authorization
- Health insurance
- Dental insurance
Sr. Copay Program Manager, Client Services
Valeris, Inc. —Raleigh, NC
- Full-time
- Background check
- 5 years
- Pass drug screening
- Health savings account
- AD&D insurance
Quick Apply
9d
Tax Manager - Private Client Services (PCS)
EisnerAmper LLP —Raleigh, NC
- Full-time
- Hybrid work
- Management
- CPA
- Research
3d
Tax Senior Manager - Private Client Services (PCS)
EisnerAmper LLP —Raleigh, NC
- Full-time
- Hybrid work
- CPA
- Research
- Office
3d
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

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Client Experience Associate and Executive Assistant

Woodward Financial Advisors
Chapel Hill, NC

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Free parking
Paid parental leave
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Sabbatical
Professional development assistance
Retirement plan

Qualifications

Teamwork
Zoom
Executive administrative support
Bachelor's degree
Attention to detail
Calendar management

Full Job Description

Woodward Financial Advisors is seeking a Client Service Associate & Executive Assistant to join our growing independent Wealth Management firm located in Chapel Hill, NC. Come be a part of our team of hard-working, dedicated, and fun-loving individuals!

The Client Service Associate & Executive Assistant is the welcoming face of our firm and a key member of our Operations Team. This hybrid role combines client service, office management, executive support, and business operations. Every day, you'll help create exceptional experiences for our clients while supporting our advisors and Leadership Team behind the scenes.

This is a highly collaborative role with broad responsibility across the firm. One moment you may be greeting clients for a meeting, the next coordinating executive calendars, planning travel, managing office operations, or helping execute a marketing initiative. Your work will allow our advisors to spend more time serving clients while enabling our Leadership Team to focus on the strategic growth of the firm. We're looking for someone who enjoys taking ownership, identifying opportunities for improvement, and making an immediate impact.

What you'll get to do immediately:

Client Experience

Welcome clients, prospects, vendors, and guests with warmth and professionalism
Answer and direct incoming phone calls while managing the firm's Zoom phone system
Prepare conference rooms and ensure every client meeting delivers an exceptional experience
Coordinate client birthday cards, milestone gifts, holiday gifts, and appreciation initiatives

Executive Assistant to Leadership

Manage calendars for members of the Leadership Team
Coordinate internal and external meetings with clients, centers of influence, vendors, and strategic partners
Schedule business travel, conferences, hotels, and itineraries
Assist with scheduling and preparation for quarterly planning sessions, leadership meetings, and strategic projects
Prepare meeting agendas, presentations, reports, and other executive materials
Track action items and assist with follow-up on key initiatives
Manage incoming mail and organize executive correspondence and communications
Handle confidential information with professionalism and discretion
Anticipate leadership needs and proactively remove administrative obstacles

Office Operations

Coordinate advisor calendars and client meeting scheduling
Manage and optimize the firm's Calendly scheduling platform
Maintain a welcoming, organized, and professional office environment
Maintain office supplies, kitchen inventory, refreshments, flowers, and meeting materials
Coordinate office maintenance, vendor relationships, and building needs
Assist with website updates, social media, newsletters, and firm communications
Support new business onboarding and CRM administration
Help maintain accurate information within Salesforce
Coordinate onboarding logistics for new employees, including office setup, equipment, and business cards
Become a commissioned Notary Public
Assist with special projects and continuously improve firm systems and processes

You are a good fit if you:

Are exceptionally organized and detail-oriented
Enjoy creating exceptional experiences for others
Can successfully prioritize multiple responsibilities in a fast-paced environment
Possess outstanding written and verbal communication skills
Are proactive and naturally anticipate the needs of others
Exercise sound judgment and maintain confidentiality
Enjoy solving problems and improving processes
Work well independently while collaborating closely with a team
Have a Bachelor's degree or equivalent professional experience
Have strong proficiency with Microsoft Office and enjoy learning new technology

You are a GREAT fit if you have ALL of the above qualities, plus...

Love giving and receiving open, honest feedback
Find satisfaction in helping others be successful
Notice the small details that elevate an experience from good to exceptional
Thrive in a role where every day is different
Enjoy creating systems, checklists, and processes that improve efficiency
Regularly ask yourself, "How can we make this even better?"
Love bringing order to complexity
Take ownership without waiting to be asked
Believe hospitality and professionalism go hand in hand

Who we are:

Our firm's culture and human capital are our most important assets. In addition to placing strong importance on hiring and retaining the best and brightest minds, we walk our talk by providing:

A competitive base salary with a performance-based compensation program and long-term career path
Health, dental, and vision insurance
401(k) with annual employer contribution
Educational reimbursement, conference attendance, professional development, and continuing education support
Mentorship and learning opportunities in a collaborative team environment
A one-month paid sabbatical after five years with the firm, and every five years thereafter

Where we live and why we love it:

Pursuing a career in Chapel Hill, NC means you'll enjoy a vibrant university community, beautiful outdoor spaces, and an exceptional quality of life. We are:

Located in a brand-new office with free gym access and gated parking
Conveniently situated between the Blue Ridge Mountains and North Carolina's beautiful beaches
Near Raleigh-Durham International Airport (RDU)
Home to the University of North Carolina, one of the nation's premier public universities
Proud to call one of America's most desirable communities home

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid parental leave
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance

Work Location: In person

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Application Question(s):

Describe your experience in roles such as executive assistant, office management, or administrative support.
This role combines client service, executive support, office management, and operations. Which aspect of this role excites you most, and why?
This role requires managing multiple priorities throughout the day. Please describe a time you successfully balanced several competing priorities.

Education:

Bachelor's (Required)

Experience:

Executive administrative support: 1 year (Required)

Ability to Commute:

Chapel Hill, NC 27517 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in durham, nc

Client Experience Associate and Executive Assistant

Client Service Associate - NR

Registered Client Service Associate - Raleigh, NC

Client Services Associate/Trader

Client Success Associate (CSA)

Client Service Associate - MoneyGuide

Senior Corporate Client Specialist

Client Success Manager

Client Service Representative

Trading and Client Services Representative

Registered Wealth Management Client Associate

Client Services Manager - Assistant Manager - Aventon Cary

Client Services Specialist

Retail Client Merchandising Representative

Premier Client Banker

Expert Client Success Manager

Sr. Copay Program Manager, Client Services

Tax Manager - Private Client Services (PCS)

Tax Senior Manager - Private Client Services (PCS)

Client Relations Manager

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