Talent.com
Client Support Associate

Client Support Associate

Jackson HewittChapel Hill, NC, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.job_card.part_time
job_description.job_card.job_description

Seasonal Client Support Associate

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today!

Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our client's journey with us!

No matter your work background or experience level, we welcome you to apply!

What you need :

  • Strong interpersonal and communication skills
  • Experience in a fast-paced retail environment
  • Basic computer proficiency and ability to troubleshoot
  • Prior customer service or sales experience is preferred, but not required
  • Willingness to learn and grow in a customer-focused role

Additional perks :

  • Full-time and part-time positions are available
  • Flexible schedule options work that works for you!
  • Work Lotto (win money for logged shifts)
  • Low-cost benefits (healthcare, dental & vision)
  • Free identity theft protection
  • Corporate discount program
  • Free tax preparation training and PTIN registration reimbursement
  • Referral bonus opportunities are available for referring qualified candidates
  • Free continuing tax education
  • Opportunities for advancement within the organization
  • Employee referral program
  • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually)
  • 401k with Company Match (eligible to participate after working the first 1,000 hours)

    • If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!

    serp_jobs.job_alerts.create_a_job

    Client Associate • Chapel Hill, NC, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Product Support Associate

    Product Support Associate

    VirtualVocationsRaleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Product Support Associate (Remote).Key Responsibilities Provide timely and professional technical support to customers via phone and chat Troubleshoot and resolve soft...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    New Jersey Licensed Client Service Associate

    New Jersey Licensed Client Service Associate

    VirtualVocationsDurham, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Service Associate to join a fast-paced team in the financial services sector.Key Responsibilities Prepare client meeting agendas, gather client data, and prepare...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Client Service Associate - NR

    Client Service Associate - NR

    Stifel FinancialChapel Hill, NC, US
    serp_jobs.job_card.full_time
    Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Support Specialist - Financial Services, Raleigh, NC

    Client Support Specialist - Financial Services, Raleigh, NC

    AdvyzonRaleigh, NC, US
    serp_jobs.job_card.full_time
    Client Support Specialist - Financial Services.Advyzon was recently named to the "Best Places to Work in Fintech" list.Advyzon was founded in 2012 with the purpose of building an intuitive all-in-o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Client Relationship Associate

    Private Client Relationship Associate

    Brown AdvisoryRaleigh, NC, US
    serp_jobs.job_card.full_time
    Private Client Service Relationship Associate.Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate wil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Client Service Associate - Tamarac Reporting

    Client Service Associate - Tamarac Reporting

    EnvestnetRaleigh, NC, US
    serp_jobs.job_card.full_time
    Client Service Associate – Tamarac Reporting.This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Services Associate

    Client Services Associate

    VirtualVocationsRaleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Client Services Associate (Remote).Key Responsibilities Triage and answer inbound communication via phone, chat, e-fax, email, and portal messages Provide ordering sup...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    LPL FinancialRaleigh, NC, US
    serp_jobs.job_card.full_time
    At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. You'll play a crucial role in delivering exceptional client expe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Registered Client Service Associate • •

    Registered Client Service Associate • •

    Morgan StanleyRaleigh, NC, US
    serp_jobs.job_card.full_time
    Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Client Support Specialist, Business Insurance

    Client Support Specialist, Business Insurance

    Marsh McLennanRaleigh, NC, US
    serp_jobs.job_card.permanent
    Client Support Specialist, Business Insurance.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organization...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Registered Client Associate

    Registered Client Associate

    Morgan StanleyRaleigh, NC, US
    serp_jobs.job_card.full_time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Service Associate - Tamarac Reporting

    Client Service Associate - Tamarac Reporting

    Envestnet YodleeRaleigh, NC, US
    serp_jobs.job_card.full_time
    Client Service Associate Tamarac Reporting.Envestnet is seeking a Client Service Associate Tamarac Reporting to join our Service department. This is a hybrid role, with in-office work required at ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Client Success Coordinator

    Client Success Coordinator

    Blackman & SloopChapel Hill, NC, US
    serp_jobs.job_card.full_time
    At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-lif...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Associate, Client Services

    Senior Associate, Client Services

    VirtualVocationsDurham, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Associate, CSA-3.Key Responsibilities Provide clients with account statements, balance inquiries, and various banking documents Facilitate account maintenance, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    Client Service Associate

    Client Service Associate

    Kestra Financial Independent AdvisorRaleigh, NC, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals.This is an opportunity to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Institutional Client Management Associate II

    Institutional Client Management Associate II

    CAPTRUSTRaleigh, NC, US
    serp_jobs.job_card.full_time
    Institutional Support Associate II.CAPTRUST is seeking an Institutional Support Associate II who will support the Financial Advisor Service Team to service and retain institutional client relations...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth / Trust Client Associate II (Hybrid) (Burlington, NC)

    Wealth / Trust Client Associate II (Hybrid) (Burlington, NC)

    Atlantic Union BankBurlington, NC, US
    serp_jobs.job_card.full_time
    Wealth / Trust Client Associate II (Hybrid) (Burlington, NC).The Client Associate II provides administrative support to the Trust Advisors and / or the Wealth Relationship Managers within Wealth Manage...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customer Support Associate

    Customer Support Associate

    VirtualVocationsRaleigh, North Carolina, United States
    serp_jobs.job_card.full_time
    A company is looking for a Customer Support Associate I.Key Responsibilities Manage a steady volume of inbound customer inquiries via email and phone Work cross-functionally to resolve customer ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Client Support Associate

    Client Support Associate

    Jackson HewittApex, NC, US
    serp_jobs.job_card.full_time +1
    Seasonal Client Support Associate.Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and prov...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Jackson HewittMebane, NC, US
    serp_jobs.job_card.full_time
    We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days