- Serve as the main point of contact for assigned client relationships.
- Field client phone calls and emails, providing prompt responses to inquiries.
- Process account paperwork including new account openings, transfers, distributions, etc.
- Update client data and relationship management systems.
- Prepare investment review materials and performance reports for advisors.
- Complete trade entry and account maintenance tasks.
- Support client events and meetings.
- Bachelors degree or equivalent work experience
- 2 years in financial services or client service role
- Proficiency with CRM systems and financial planning software
- Strong verbal, written and technical communication abilities
- Highly organized and attentive with ability to manage multiple tasks
- Upbeat customer-focused attitude
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Client Service Associate
1 week ago
BCI - Brokerage Consultants Inc. Chapel Hill, United StatesIndependent fee-only investment advisory firm seeks CSA to support Advisory and Client Services teams, focusing on team engagement/client success, with the full scope of the role including day-to-day operations, communications, investment management, compliance, and technology. · ...
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Associate Director of Energy Services
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University of North Carolina Chapel Hill, United StatesA global higher education leader in innovative teaching, research and public service, the University of North Carolina at Chapel Hill consistently ranks as one of the nation's top public universities. Known for its beautiful campus, world-class medical care, commitment to the art ...
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UNC Health Care Chapel Hill, United StatesJob Description · Description · Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Summary: · This position assists higher-level personnel in preparing and ser ...
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Associate Director Children's Services
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Associate Director Children's Services
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UNC Health Care Chapel Hill, United StatesJob Description · Description · Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Summary: Responsible for assisting the Director of Pediatric Services for UNC ...
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Associate Director Children's Services
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UNC REX Healthcare Chapel Hill, United StatesBecome part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Summary: · Responsible for assisting the Director of Pediatric Services for UNC Hospitals through daily and lon ...
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Fifth Third Chapel Hill, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Acts as primary contact for clients for administrative & support matters and a variety ...
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Sales & Customer Service Associate
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Massage Envy Chapel Hill, United States PermanentOverview · Where Better Careers Begin · Do you have a passion for helping others? At the Massage Envy Chapel Hill franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent ex ...
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Food Services Associate- PRODUCTION
2 weeks ago
UNC Health Chapel Hill, United StatesBecome part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Summary: · This position assists higher-level personnel in preparing and serving food, and maintaining a clea ...
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Client Service Associate
6 days ago
Arthur Alley Winston-Salem, United StatesClient Services Associate (Part-Time, Long-Term Contract Position) · About Arthur Alley · Arthur Alley is a philanthropic consulting firm specializing in fundraising and mission development. Our purpose is to empower our clients to make a better world for all. We believe that w ...
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Duke University Chapel Hill, United StatesAt Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.About Duke Primary CarePursue your passion ...
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Customer Service Associate
3 weeks ago
The Masters Agency, Inc. Winston-Salem, United StatesJob Description · Job DescriptionWe are now accepting resumes for Customer Service Representatives for our agency in Winston-Salem, NC. This position offers a competitive base salary + commissions + bonuses + benefits including health and dental insurance. New CSRs earn around $2 ...
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Repair Services Associate
5 days ago
Ageatia Global Solutions Buffalo Grove, United States***Must have Soldering experience*** · RESPONSIBILITIES: · Works on all printer repairs - including mobile/handheld printers, to large size printers. · Performs basic tasks associated with servicing customer product, adhering to productivity and quality standards. · Services cust ...
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Repair Services Associate
1 week ago
Revive Staffing Solutions Inc Buffalo Grove, United StatesAIT (Printer Repair) · ***Must have Soldering experience*** · Works on all printer repairs - including mobile/handheld printers, to large size printers. · Performs basic tasks associated with servicing customer product, adhering to productivity and quality standards. · Services ...
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Associate Field Service Technician
16 hours ago
Stryker Winston-Salem, United StatesWork Flexibility: Field-based · Associate Field Service Technician - Patient Transport · Who we want · Hard-working winners. Confident, competitive and results-oriented salespeople who create a track record of success. · Persuasive influencers. People who understand market po ...
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Licensed Practical Nurse
3 weeks ago
Wellstar Health System, Inc. Chapel Hill, NC, United StatesFacility: Kennestone Hospital · REQUIREMENTS: · The LPN is a proactive member of an interdisciplinary team of licensed and unlicensed care givers who ensure that patients, families and significant others receive individualized high quality, safe patient care. · They practice in ...
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Leasing Consultant
4 days ago
The RMR Group Chapel Hill, United StatesOverview · The Leasing Consultant is the property's sales representative, whose primary responsibilities are to greet prospects, professionally present the features and benefits of the property and to secure a deposit and application, resulting in a new resident. All Leasing Cons ...
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General Manager
2 weeks ago
8937 - Domino's Pizza Chapel Hill, United StatesABOUT THE JOB · A restaurant general manager is responsible for the daily operations of a restaurant. This means they arrange schedules, supervise employees, and ensure patrons have a quality dining experience. They may help deliver food customers or clean during busy times to he ...
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csa
4 days ago
Atlantic Private Wealth Chapel Hill, United StatesAtlantic Private Wealth is seeking an experienced Client Services Associate to support this top-performing financial advisory firm located in Chapel Hill, NC. · This is a fast-paced, innovative environment full of extremely smart, skilled, and focused people who are some of the ...
Client Services Associate - Chapel Hill, United States - gpac
Description
Client Service Associate
Do you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts.
Primary Responsibilities:
Required Qualifications:
We offer a competitive salary and benefits package commensurate with experience. Please submit your resume or feel free to email me directly at
, if you would like to contribute your talents to our close-knit team managing assets for high-net-worth individuals and families.All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
