Client Services Associate
1 day ago
Pathfinder Wealth Consulting, a leading wealth management firm, is seeking a highly skilled Client Services Associate to join our team. As a key member of our team, you will play a vital role in delivering exceptional client experiences and driving business growth.
Key Responsibilities:- Onboard and maintain client accounts, ensuring accurate and timely processing of client requests and transactions.
- Process money movements, including ACH deposits/withdrawals, ACAT transfers, and rollover requests, with precision and attention to detail.
- Utilize Client Relationship Management (CRM) software to manage client data, generate reports, and analyze client activity.
- Review and respond to client account alerts and requests, providing timely and effective solutions.
- Provide exceptional customer service, ensuring a polished and professional demeanor in all interactions.
- Support the Client Services Manager in daily responsibilities, as directed.
- Bachelor's degree in a related field, such as finance or business.
- 2+ years of experience in financial services, banking, or insurance.
- Intermediate understanding of account movements, trade settlement, and banking transactions.
- Securities registrations and certified notary a plus.
- Proficiency in Microsoft Office and ability to learn new systems quickly.
- Strong written and verbal communication skills, with a focus on customer service excellence.
We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client experiences, we encourage you to apply.
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Client Service Associate
2 weeks ago
Wilmington, North Carolina, United States Truist Financial Corporation Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Truist Financial Corporation. As a key member of our Financial Services team, you will be responsible for providing exceptional support to our Financial Advisors, ensuring seamless client experiences and driving business growth.Key...
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Client Service Associate
2 weeks ago
Wilmington, North Carolina, United States Truist Financial Corporation Full timeAbout the Role:This is an in-office position at Truist Financial Corporation, responsible for the general servicing and support of Financial Advisors. Key responsibilities include:Providing administrative and operational support to Financial AdvisorsAssisting with business development and client service initiativesSupporting the growth and success of the...
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Client Services Associate
4 days ago
Wilmington, North Carolina, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled Client Services Associate to join our team in the Research Triangle Park office. As a key member of our client-facing team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring the highest quality of standards for...
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Client Services Associate
1 week ago
Wilmington, North Carolina, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled Client Services Associate to join our team in the Research Triangle Park office. As a key member of our client-facing team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring the highest quality of standards for...
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Client Support Associate
4 weeks ago
Wilmington, North Carolina, United States CastleBranch Full timeClient Support AssociateJob Category: Customer Success Requisition Number: CUSTO001512Job OverviewCastleBranch is dedicated to delivering exceptional client support.As a Client Support Associate, you will serve as the primary point of contact for providing an outstanding client experience. Our Associates are tasked with addressing all incoming technical and...
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Financial Services Associate
2 weeks ago
Wilmington, North Carolina, United States Truist Financial Corporation Full timeJob SummaryThis is an in-office position located at our Wilmington, NC location. As a Financial Services Associate, you will provide administrative and operational support to our Financial Advisors, including business development assistance and client service.Key ResponsibilitiesProvide general servicing and support to Financial AdvisorsAssist with...
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Client Service Coordinator
3 weeks ago
Wilmington, North Carolina, United States Hoffman & Hoffman Inc Full timeJob OverviewPosition Title: Service CoordinatorEmployment Status: Full-Time, Non-Exempt, eligible for overtimeReporting To: Area Manager, Dispatch ServicesRole Objective: The Service Coordinator is responsible for delivering exceptional customer service and comprehensive administrative assistance to the Administrative Services Manager and HVAC service...
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Financial Services Associate
5 days ago
Wilmington, North Carolina, United States Truist Financial Corporation Full timeFinancial Services Job Description **Job Summary:** We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Truist Financial Corporation. As a key member of our Financial Services team, you will be responsible for providing exceptional support to our Financial Advisors, ensuring seamless day-to-day...
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Veterinary Client Service Representative
2 weeks ago
Wilmington, North Carolina, United States VCA Animal Hospitals Full timeAbout the Role:We are seeking an experienced Client Service Representative to join our team at VCA Animal Hospitals. As the face of our organization, this role is responsible for delivering exceptional customer service and ensuring a positive experience for our clients and their pets.Key Responsibilities:Provide exceptional customer service, including...
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Customer Service Associate
4 weeks ago
Wilmington, North Carolina, United States Nielsen Dodge Chrysler Jeep Ram Full timeCustomer Service Associate Position:Nielsen Dodge Chrysler Jeep Ram is seeking a dedicated Customer Service Associate to enhance our team. This role is perfect for individuals who have recently completed their high school education.Benefits:Educational Assistance: Complimentary college courses available through Strayer UniversitySupportive work...
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Sales Associate
4 days ago
Wilmington, North Carolina, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we're passionate about empowering women to express their authentic selves through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful. We believe that fashion should be a source of joy and self-expression, and we're committed to helping our customers find their...
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Membership Sales and Client Experience Associate
3 weeks ago
Wilmington, North Carolina, United States DivaDance Company Full timeAbout DivaDance CompanyDivaDance is a leading dance experience provider, offering a unique blend of fun, stress-free, and inclusive dance classes, programs, and parties. With franchises in over 20 cities, we are a growing, values-driven organization that empowers individuals and builds community through dance.The OpportunityWe are seeking a confident and...
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Speech-Language Pathologist
2 weeks ago
Wilmington, North Carolina, United States North American Client Services, Inc. Full timeAbout North American Client Services, Inc.We are a dynamic and employee-owned company dedicated to providing exceptional patient care and rehabilitation services. Our team is passionate about delivering high-quality care and creating a positive work environment.Job SummaryWe are seeking a highly skilled Speech-Language Pathologist to join our team in...
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Speech-Language Pathologist
2 weeks ago
Wilmington, North Carolina, United States North American Client Services, Inc. Full timeJob SummaryWe are seeking a highly skilled Speech-Language Pathologist to join our team at North American Client Services, Inc. in Pacifica, CA. As a Speech-Language Pathologist, you will be responsible for providing quality patient care, including evaluation and treatment, treatment planning, goal setting, family education, and documentation.Key...
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Environmental Services Department Manager
1 week ago
Wilmington, North Carolina, United States Healthcare Services Group Full timeAbout UsHealthcare Services Group (HCSG) is a leading provider of housekeeping, laundry, dining, and nutritional services to the healthcare industry. With over 45 years of experience, we have established ourselves as a trusted partner to thousands of healthcare communities across the country.Our Purpose and ValuesWe are committed to fostering fulfillment in...
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Personal Insurance Client Consultant
4 weeks ago
Wilmington, North Carolina, United States Wells Insurance Full timeJob OverviewThe Personal Lines Client Advisor is responsible for delivering exceptional service to clients, ensuring their needs are met with the utmost professionalism. This role involves:Maintaining Client Relationships: Upholding service and retention standards while managing an assigned portfolio of clients.Policy Management: Overseeing expiration...
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Pet Services Associate
4 weeks ago
Wilmington, North Carolina, United States Banfield Full timeOVERVIEW OF ROLE AND RESPONSIBILITIESThe Client Services Specialist is essential in managing the interaction between clients and their pets, ensuring a seamless experience within the veterinary practice. This role focuses on enhancing the efficiency of the veterinary team while fostering positive communication with both clients and staff, all within a...
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Plant Custodial Services Associate
3 weeks ago
Wilmington, North Carolina, United States Turnaround Welding Services Full timePosition Title: DCP CustodianJob Category: MaintenanceJob Overview:Turnaround Welding Services is a prominent provider of comprehensive industrial solutions, specializing in construction and maintenance services. We are committed to delivering exceptional service and maintaining the highest standards of safety and quality.Job Responsibilities:The DCP...
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Project Manager/Client Liaison
3 weeks ago
Wilmington, North Carolina, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Services Associate/Project Coordinator to join our team at TransPerfect. As a key member of our client-facing team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring the highest quality of...
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Sales Associate
4 days ago
Wilmington, North Carolina, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we're passionate about empowering women to express their authentic selves through fashion. Our mission is to provide modern, feminine, and versatile clothing that makes women feel confident and beautiful.Job OverviewWe're seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you...