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Client Service Associate Jobs in North Carolina

27 jobs

Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Requisition Number 16-0371 Post Date 7/19/2016 Title T/R - Client Service Associate City Raleigh State NC Description Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institution...
Client Service Associate Senior - Concord - 28179 Description Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information m...
Client Service Associate - Charlotte - 27908 Description Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information manage...
Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Recognize and meet the needs of clients by assisting with sales of investment products to properly qualified investment clients. 2. Schedule appointments...
POSITION SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones, mailing, filing and processing forms. K nowledge, Skills, and Abilities ยท Excellent written and verbal communication skills. ...
SUMMARY OF RESPONSIBILITIES 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 supp...
Auto req ID 40873BR Posting Title BB&T Securities Registered Client Service Associate I Business Unit BB&T Securities Group Address Asheville, NC - 301 College Street Language Fluency English Full-Time/Part-Time Full time Regular/Temporary Regular Shift 1st shift Scheduled Weekly Hours 40 Primary Purpose Assist Financial Advisors in productively assisting clients with investment products,...
Auto req ID 41190BR Posting Title BB&T Securities Non-Registered Client Service Associate Business Unit BB&T Securities Group Address Wilmington, NC - 2512 Independence Boulevard Language Fluency English Full-Time/Part-Time Full time Regular/Temporary Regular Shift 1st shift Scheduled Weekly Hours 40 Primary Purpose Assist Financial Advisor(s) in an administrative capacity by handling all...
41190BR BB&T Securities Non-Registered Client Service Associate BB&T Securities Group Wilmington, NC - 2512 Independence Boulevard English Full time Regular 1st shift 40 Assist Financial Advisor(s) in an administrative capacity by handling all office-related duties and responsibilities. Essential Duties and Responsibilities: The following is a summary of the essential functions for this...
Overview: BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Adult Nursing office in Charlotte, North Carolina off Pineville Matthews Road. If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered w...
ADP is hiring a Benefit Services Specialist I Compensation Services. In this position you will support Major Accounts Comprehensive Services clients from a practical, administrative and product perspective. The BSS provides guidance and research in response to a wide variety of questions, requests, projects and issues presented by client HR/Benefits Administrators. That guidance includes but is no...
Description SUMMARY OF JOB PURPOSE AND FUNCTION The primary purpose and function of the Chief of Staff or Partner Doctor is to manage the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary medical team. The Chief of Staff or Partner Doctor advocates for pets and their quality of life; builds a lo...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Description Shift Lead Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice Manager or Chief of Staff in guiding the team to maximize productivity and profitability of the hospital. This position works with the Practice Manager and/or Chief of Staff (COS) to ensure effective communicat...
Description SUMMARY OF JOB PURPOSE AND FUNCTION The primary purpose and function of the Chief of Staff or Partner Doctor is to manage the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary medical team. The Chief of Staff or Partner Doctor advocates for pets and their quality of life; builds a lo...