Associate, Administrative Services HITT ContractingAssociate, Administrative ServicesRaleigh, NCCollects and prepares the shipment of PPE to regional new hires, ensures that items are shipped timely to guarantee arrival before orientation day, and communicates with the regional office administrator about the shipment of such packages for tracking purposes. In collaboration with the Office Manager, installs and removes office and cubicle signatures for new hires or relocations, and reports to the Office Manager any discrepancies found between the physical layout and electronic version on Staff map.
RN Patient Services Manager III- Cardiology and Oncology Stepdown Unit UNC HealthRN Patient Services Manager III- Cardiology and Oncology Stepdown UnitChapel Hill, NCDuties include ensuring that appropriate care and services are available to patients and families, ensures adequate and appropriate clinic staffing on each shift, supervision of nursing staff, medical support staff and utility aide staff, assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues. Provides and facilitates an environment conducive to staff continuing education needs, ongoing unit-based educational needs and orientation of staff members.
RN Patient Services Manager I - Gynecologic Oncology Clinic UNC HealthRN Patient Services Manager I - Gynecologic Oncology ClinicChapel Hill, NC$38.55–$55.43 / hourSummary: This position is responsible for: ensuring that appropriate enjoy and services are available to patients and families, ensuring adequate and appropriate clinical staffing on each shift, supervision of nursing staff, HUC staff and utility aide staff, assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues, providing and facilitating an environment conducive to staff continuing education needs, on-going unit-based educational needs and orientation of staff members. Quality Improvement- Leads and participated in quality improvement initiatives that focus on identified patient safety or quality of care deficits.
RN Patient Services Manager III- Holly Springs 6 Bedtower (Med Surg) UNC HealthRN Patient Services Manager III- Holly Springs 6 Bedtower (Med Surg)Holly Springs, NC$47.90–$68.86 / hourDuties include ensuring that appropriate care and services are available to patients and families, ensures adequate and appropriate clinic staffing on each shift, supervision of nursing staff, medical support staff and utility aide staff, assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues. This unit supports patients with complex medical needs, post-operative recovery, chronic illness management, and transitional levels of care.
RN Patient Services Manager III - Rex Labor and Delivery UNC HealthRN Patient Services Manager III - Rex Labor and DeliveryRaleigh, NCDuties include ensuring that appropriate care and services are available to patients and families, ensures adequate and appropriate clinic staffing on each shift, supervision of nursing staff, medical support staff and utility aide staff, assistance with annual performance reviews of staff, participation in quality improvement initiatives to address identified patient safety or quality of care issues. This is a critical leadership role responsible for guiding both the clinical and administrative operations of a fast-paced, patient-centered environment dedicated to supporting families during one of life’s most meaningful moments.
NewDevOps Solutions Architect – (Managed Services) JobotDevOps Solutions Architect – (Managed Services)Raleigh, NC$170,000–$205,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our teams partner with top cloud and data platforms including Snowflake, AWS, Azure, Databricks, dbt, Kafka, Fivetran, and more to deliver scalable enterprise solutions for some of the world’s largest organizations.
Service Advisor Southeast Elevator IncService AdvisorRaleigh, NCHeadquartered in Fort Pierce, FL, we have local installation teams and certified service technicians located across Florida, North Carolina, South Carolina, and Texas. You will be responsible for understanding customer needs, coordinating service requests, and delivering exceptional support to ensure complete satisfaction with our products and services.
DCS Service Engineer JobotDCS Service EngineerRaleigh, NC$110,000–$140,000 / yearThis role is ideal for a DCS Engineer/Programmer, Controls Engineer, or Automation Engineer who enjoys solving complex technical challenges, working directly with customers, and wants a better work-life balance than many traditional mill-based positions. Their Regional Engineered Services (RES) division is experiencing significant growth and is building a dedicated engineering team focused on helping customers modernize, optimize, and support critical automation systems.
Sr Construction Engineer Whitman, Requardt & Associates, LLPSr Construction EngineerRaleigh, NCFull timeThe position will collaborate with WRA’s NC CEI Manager and Transportation leadership team, and WRA’s Executive CEI leadership to develop and implement a plan to grow WRA’s CEI practice in NC, including developing and advancing existing teaming partner and client relationships; supporting business development efforts to pursue CEI opportunities; assisting in preparing Letters of Interest for Project Advertisements and Requests for LOI; leading teams in pursuing potential work and securing project assignments; preparing CEI scopes and budgets for submission and negotiation; overseeing the hiring, managing, training and retaining CEI staff for awarded work; managing contracts and performing technical assignments awarded to WRA on Design-Build and Design-Bid-Build projects with federal, state and local clients and funding sources; assuring high quality of work and client satisfaction; reviewing and approving invoices; and supporting WRA’s other planning and engineering services in NC. This position will be instrumental in supporting our statewide CEI Leadership in expanding WRA’s CEI services in North Carolina; implementing strategies for growth for WRA’s NC CEI practice; developing teaming partner and client relationships; pursuing work with NCDOT, local governments, and other CEI clients; hiring and managing CEI staff; performing services on successfully awarded projects; and managing area contracts from successful award to contract closeout.
NewBanking Center Manager First Horizon BankBanking Center ManagerRaleigh, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewBanking Center Manager II First Horizon BankBanking Center Manager IIDurham, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewCommunity Manager Asset LivingCommunity ManagerDurham, NC$70,000–$75,000 / yearin all directions, lift and place objects up to 25 lbs., operate machinery or power tools, operate motor vehicles and/or golf carts, identify and inspect objects, work in extremely low or high temperatures, work in outdoor environments such as precipitation and wind, work in small and/or enclosed spaces, traverse flat and non-flat terrain, be exposed to hazardous chemicals. The employee is occasionally required to ascend/descend ladders, stairs, scaffolding, ramps, step stools, and the like, move self into different positions to accomplish tasks in various environments, including tight and confined spaces, work in an overhead position and reach, adjust or move objects of up to 25 lbs.
Client Services Manager - Assistant Manager - Aventon Cary Pegasus ResidentialClient Services Manager - Assistant Manager - Aventon CaryCary, NCYour Role as a Client Services Manager: Your practical and compassionate nature is critical to effectively balance between leasing apartments, managing resident retention, marketing the community, and handling administrative and financial responsibilities for your community. If you're a role model to peers, someone who advocates on behalf of your team to enhance individual performance while providing excellent service to internal and external customers, we want to speak with you!
Client Service Manager - Water Services CDM SmithClient Service Manager - Water ServicesRaleigh, NCRegional and Corporate leadership to grow market share across targeted clients • Identifying opportunities to expand CDM Smith involvement in strategic service offerings, including planning, design, permitting, construction administration, implementation, and alternative delivery • Developing and managing proposal efforts, business strategies, presentations, and taking the lead in contract negotiations including but not limited to terms & conditions, scope, and budget • Working effectively with project managers, key technical specialists, and the marketing team as a key leader to deliver quality projects to our clients • Leading select projects within his/her technical area of expertise • Being active in professional societies **Qualifications** • Bachelor's degree in Civil, Environmental or Chemical Engineering or related discipline. As a member of this team, you would contribute to CDM Smith's mission by: • Developing new business and maintaining high-value relationships with water and environmental infrastructure clients in the Eastern Half of NC market • Creating client engagement strategies and pursuit plans for multiple water and environmental clients • Coordinating with Sr.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesNC$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Manager - 1040 & Private Client Services TJTTax Manager - 1040 & Private Client ServicesRaleigh, North CarolinaReview and manage the preparation of complex individual federal, state, and local income tax returns (Form 1040), including returns with pass-through income from partnerships, S corporations, trusts, and estates. TJT serves privately held businesses from most major industries including real estate, construction, manufacturing, hospitality, restaurants, retail, non-profit agencies, and high net worth individuals.
Client Services Project Manager IQVIAClient Services Project ManagerDurham, North CarolinaIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
Pharmacovigilance Project Manager, Client Services ProPharma GroupPharmacovigilance Project Manager, Client ServicesRaleigh, North CarolinaRemoteWith deep domain expertise in regulatory sciences, clinical research solutions, quality & compliance, pharmacovigilance, medical information, and R&D technology, ProPharma offers an end-to-end suite of fully customizable consulting solutions that de-risk and accelerate our partners’ most high-profile drug and device programs. They will lead and manage long term engagements in client-facing projects to include but not limited to managing project timelines, risk tracking, change control processes and cross- functional collaboration to ensure operational efficiency.
Pharmacovigilance Project Manager, Client Services ProPharma Group Holdings LLCPharmacovigilance Project Manager, Client ServicesRaleigh, NCRemoteWith deep domain expertise in regulatory sciences, clinical research solutions, quality & compliance, pharmacovigilance, medical information, and R&D technology, ProPharma offers an end-to-end suite of fully customizable consulting solutions that de-risk and accelerate our partners' most high-profile drug and device programs. They will lead and manage long term engagements in client-facing projects to include but not limited to managing project timelines, risk tracking, change control processes and cross- functional collaboration to ensure operational efficiency.
Client Services Project Manager IQVIA Holdings IncClient Services Project ManagerDurham, NC$57,000–$142,600 / yearIQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
Digital Workplace Client Services Project Management Portfolio Lead - Senior Vice President Citigroup IncDigital Workplace Client Services Project Management Portfolio Lead - Senior Vice PresidentNorth Carolina Telecommuter, NC$145,840–$218,760 / yearDigital Workplace Client Services (DWCS) provides the tools that enable and empower Citi's 250K staff to be productive, to collaborate effectively, and to eliminate repetitive work- also providing technology support and enabling the technology for Citi events, desktop upgrades, and the end-user hardware lifecycle. The DWCS Project Management Portfolio Lead is a senior position responsible for managing and guiding a team that ensures efficient and effective delivery of all of DWCS's key strategic initiatives (Projects & Programs) in coordination with multiple Technology Teams across Citi.
Director of Client Services IQVIADirector of Client ServicesDurham, North CarolinaThis role is responsible for overseeing program strategy, operations, and team performance in support of a large pharmaceutical copay initiative spanning multiple products and disease states. IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries.
Client Services Program Manager Reworld Holding CorpClient Services Program ManagerNC$62,100–$82,700 / yearAs the Reworld Environmental Solutions business continues to grow there is extensive opportunity to engage directly with customers in a wide variety of fields, to exceed customers' expectations by providing outstanding service to secure business, and to build trust through seamless execution of the program offering. All Reworld positions require a candidate's ability to perform the duties and responsibilities of the role while upholding Reworld's Values, including (but not limited to) contributing to a safe and inclusive workplace, delivering results through trust, and building breakthrough capabilities.
Client Support Specialist - Financial Services, North Hills, NC AdvyzonClient Support Specialist - Financial Services, North Hills, NCNorth Hills, NCFull timeAs the first point of contact for our clients, you will play a crucial role in ensuring a seamless user experience and delivering best-in-class support for our financial technology products and services. Key Responsibilities Serve as the primary contact for clients via ticketing, phone, and live chat, addressing inquiries, troubleshooting technical issues, and guiding users through platform features.
Client Service Manager Dragonfly Pond WorksClient Service ManagerRaleigh, NC$65,000–$75,000 / yearFull timeSince 2006, Dragonfly has provided routine maintenance and repairs on stormwater devices, lakes, ponds, wetlands, and underground facilities. We are looking for a Client Service Manager to drive sales and revenue growth by building strong relationships with clients in the Raleigh, NC area.
Client Services System Administrator Alamance County GovernmentClient Services System AdministratorGraham, NC$27.52–$34.40 / hourThe confidential Employee Assistance Program (EAP) through a local provider can help you with things like stress, anxiety, depression, chemical dependency, relationship issues, legal issues, parenting questions, financial counseling and dependent care resources. Alamance County provides a variety of additional benefits including bereavement pay, Paid Parental Leave, Wellness Leave to focus on work-life balance initiatives, Volunteer Time Off (paid time) opportunities to be a part of the Alamance Community, to opportunities for professional certification pay.
Client Services Representative Triangle Veterinary Referral HospitalsClient Services RepresentativeHolly Springs, North CarolinaAssist in cleaning the hospital including but not limited to: keeping reception desk area and waiting room clean and sanitary, taking out the trash and recycling, cleaning floors, bathrooms and exam rooms. Job Summary The Client Service Representative is responsible for providing effective customer service for all internal and external clients by using excellent, in-depth knowledge of company policies and protocols, as well as communicating effectively with team members.
NewClient Services Representative/Receptionist - 1st Shift Triangle Veterinary Referral HospitalsClient Services Representative/Receptionist - 1st ShiftDurham, North CarolinaAssist in cleaning the hospital including but not limited to: keeping reception desk area and waiting room clean and sanitary, taking out the trash and recycling, cleaning floors, bathrooms and exam rooms. The Client Service Representative is responsible for providing effective customer service for all internal and external clients by using excellent, in-depth knowledge of company policies and protocols as well as communicating effectively with team members.
Lab Customer Service Rep - Rex Outreach Client Services UNC HealthLab Customer Service Rep - Rex Outreach Client ServicesRaleigh, NC$18.84–$26.77 / hour2) Demonstrates appropriate Customer Service skills when answering the phone, taking and giving messages, transferring calls and reporting laboratory results verbally and/or by fax. Summary: Provides customer services and schedule services and performs phlebotomy within the UNC Rex Laboratory departments.
Partner - Private Client Services (51530) Citrin Cooperman & Company LLPPartner - Private Client Services (51530)Durham, NCAs a Private Client Services Tax Partner, you will be responsible for: Responsibilities: Top-side/detail review of tax returns, income tax projections and tax workpapers. Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office.
Client Services Specialist- Marketing Cbre ValuationClient Services Specialist- MarketingRaleigh, NCCBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).
Client Services Coordinator STANDARDS BASED SOLUTIONS CONSULTINClient Services CoordinatorChapel Hill, NC$35,360–$37,440 / yearThe Client Services Coordinator must sustain the Program through positive relations with clients, families, Case Managers, Physicians, Therapists, Probation Officers, and other community mental health agents. The Client Services Coordinator guides the continuity of the Community Based Services (CBS) program.
Remote Client Services Coordinator Blyss JourneysRemote Client Services CoordinatorRaleigh, North CarolinaRemoteIn this role, you will review incoming client requests, gather important details, organize reservation components, and confirm that all service arrangements are properly completed. This position is a great fit for organized, service-minded individuals who enjoy supporting clients, managing details, and working in a remote environment.
Fall 2026 Internship- Client Services, Baseball Wasserman Media Group LLC (London)Fall 2026 Internship- Client Services, BaseballRaleigh, NCRemoteTHE·TEAM works with iconic sports and media figures across the world in every major sport, utilizing our extensive influence to maximize negotiations and create meaningful opportunities for our clients across teams, leagues, brands, content and live events. Headquartered in Los Angeles, THE·TEAM's presence spans 28 countries and more than 70 cities, including New York, London, Abu Dhabi, Amsterdam, Hong Kong, Madrid, Mexico City, Toronto, Paris and Sydney.
Remote Client Services Associate – Travel Industry AspiretalentagencyRemote Client Services Associate – Travel IndustryCary, NCRemoteThe Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.
Client Services Representative AspiretalentagencyClient Services RepresentativeRaleigh, North CarolinaRemoteAs a Client Services Representative, you will serve as a primary point of contact for clients, assisting with inquiries, providing service support, and helping ensure a smooth and seamless experience. This role is ideal for individuals who enjoy working with people, providing exceptional support, and helping create positive customer experiences.
Client Services Associate Foundation Medicine IncClient Services AssociateMorrisville, NC$40,640–$50,800 / yearAbout the Job: The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. Successfully manage high volumes of client-facing interactions and establish strong rapport with physicians, medical/lab staff, and patients via phone and e-mail communication.
Client Services Consultant Broadcom IncClient Services ConsultantNC$106,900–$190,000 / yearYou will take the pulse of the industry, translate complex customer pain points into innovative architectural solutions, and serve as a public-facing voice for our K8s ecosystem through innovative solutioning, technical blogging, and thought leadership. Customer Advocacy: Interface with customers to dissect highly complex, distributed systems issues and articulate them back to the product team as actionable roadmaps.
Client Relationship Executive - Cyber Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - Cyber Managed ServicesRaleigh, NC$122,500–$423,780 / yearAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's service offerings and address clients' most pressing business challenges. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Specialist, Proposals & Client Services - US - Remote Worldwide Clinical Trials Holdings IncSpecialist, Proposals & Client Services - US - RemoteNCRemote$54,500–$107,500 / yearWe are Worldwide Clinical Trials, and we are a global team of over 3,500+ experts, bright thinkers, dreamers and doers and, together, we are changing the way the world experiences CROs - in the best possible way. Bachelor's Degree required (prefer degree in Life Sciences or Business) and two to four years of experience preparing proposals and budgets for the clinical trial industry; preferably in a CRO environment.
Client Services Specialist All Financial FreedomClient Services SpecialistRaleigh, NC$33,000–$62,000Explain financial concepts related to protection, accumulation, and long-term planning. This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.4.
Client Services Analyst Arietis HealthClient Services AnalystCary, North CarolinaPrepare, analyze, and present client deliverables to include revenue cycle/financial status, payor trends, accounts receivable measurements, contract negotiations, process deficiencies, while monitoring key metrics to ensure Arietis Health is quickly identifying and resolving potential disruptions to the clients’ revenue cycle. New client integrations, working closely with assigned Arietis Health resources to coordinate start-up meetings, ensure the integration plan is being followed and coordinate with both client and Arietis Health teams to ensure a timely and effective go live.
Client Relationship Executive - Office of the CFO Managed Services PricewaterhouseCoopers LLPClient Relationship Executive - Office of the CFO Managed ServicesRaleigh, NC$122,500–$423,780 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances within our Internal Firm Services practice.
Client Services Executive - Strategic Resourcing - Media & Gaming World Wide Technology IncClient Services Executive - Strategic Resourcing - Media & GamingNC$100,000–$140,000 / yearDemonstrated success building and closing sales and ability to negotiate mutually agreeable outcomes in complex project/program scenarios with clients, partners and WWT stakeholders. 10+ years of experience in high volume full life cycle Staffing agency recruiting/sales with a proven record of accomplishment selling to Fortune 500 accounts.
Work From Home - Client Services Representative AO Garcia AgencyWork From Home - Client Services RepresentativeRaleigh, North CarolinaAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Incentives include but not limited to: • No cold calling • Qualified lead program • Advancement based on performance • Weekly pay • Mentorship and complete training • Industry leading tools and technology access • Work from home (web conference-based presentations) .
Client Service Associate NR Stifel Financial CorpClient Service Associate NRChapel Hill, NCThe 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). 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.
Client Service Associate - MoneyGuide EnvestnetClient Service Associate - MoneyGuideRaleigh, NCFull timeLeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
Client Services Associate SAGA Diagnostics ABClient Services AssociateMorrisville, NC1+ year(s) experience Client Services/Customer Support or a similar role Background in Healthcare, Biotechnology, or Start Ups is a plus Experience in handling confidential PHI with discretion and maintaining confidentiality Proficiency in MSOffice (Word, Excel, PowerPoint, Teams) Experience in Salesforce.com or similar CRM software Self-starter with excellent phone manners, strong written/verbal communication skills Exceptional organizational skills and proven success in team environments Benefits Competitive Compensation and company wide benefits plan Opportunities for career advancement and professional development. Educate clients on ordering processes and specimen requirements Coordinate kit orders and shipments to clients Work with clients to resolve missing or ambiguous test order data Provide updates on testing status, including delays Partner with Sales for onboarding and maintaining new clients Identify and escalate potential issues to minimize impact on clients and patients Create and resolve case records in Salesforce.com
Client Service Associate - MoneyGuide Envestnet IncClient Service Associate - MoneyGuideRaleigh, NCLeverage knowledge of MoneyGuide technology offerings to provide support and training to clients on creating and delivering advanced-planning techniques using MoneyGuide products via inbound phone calls, chat, and email. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.