Part Time Client Associate - Raleigh

Only for registered members Raleigh, United States

3 weeks ago

Default job background
Part time

Job summary

Wealth and Investment Management is seeking a Client Associate in Raleigh.

This role will assist Financial Advisor(s) with service related activities such as providing service to clients via telephone,
direct interaction and/or written correspondence. The associate will also facilitate requests for account information
and schedule appointments with new or prospective clients.
  • Maintain client accounts and prepare forms.
  • Rearch account inquiries and issues.

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Client Associate

    Only for registered members

    We're looking for a Client Associate to join our nationally recognized Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a large, dynamic group. · ...

    Raleigh, NC

    3 weeks ago

  • Work in company

    Associate, Client Management

    Only for registered members

    We are seeking motivated professionals to join our dynamic Client Management Team in Raleigh, NC. · We will kick off your career at VISASQ/COLEMAN with a comprehensive 12-week training program, · designed to prepare you to independently work as an Associate as a member of our Cli ...

    Raleigh, NC

    5 days ago

  • Work in company

    Client Onboarding Associate

    Only for registered members

    We are a provider of specialized fund administration services for Managers and General Partners of private equity funds. Exciting opportunity for a client services professional to join a rapidly growing fund administration firm to onboard new clients as Client Onboarding Associat ...

    Raleigh, NC

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    The Client Service Associate – Portfolio Center will interact with internal and external clients to provide client service with demonstrable PortfolioCenter product knowledge while being able to work both independently as well as closely with the team. · Responsible for daily pho ...

    Raleigh, NC

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    Cunningham Financial is seeking a Client Service Associate to assist in our mission of helping clients achieve their financial goals. · ...

    Raleigh

    1 week ago

  • Work in company

    Associate, Client Management

    Only for registered members

    We are seeking motivated professionals to join our dynamic Client Management Team in Raleigh, NC in March 2026. This role offers a unique chance to connect industry experts with clients, driving their success. · ...

    Raleigh, NC

    3 weeks ago

  • Work in company

    Client Service Associate

    Only for registered members

    The Client Service Associate – Portfolio Center will interact with internal and external clients to provide client service with demonstrable PortfolioCenter product knowledge while being able to work both independently as well as closely with the team. · ...

    Raleigh

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are looking for Client Service Associate – Advisor to deliver consultation and support to financial advisors through inbound calls. · They will act as a Subject Matter Expert both internally and externally on platform functionality. This position is essential to ensuring the h ...

    Raleigh

    3 weeks ago

  • Work in company

    Associate, Client Management

    Only for registered members

    We are seeking motivated professionals to join our dynamic Client Management Team in Raleigh, NC. · You will kick off your career at VISASQ/COLEMAN with a comprehensive 12-week training program, designed to prepare you to independently work as an Associate as a member of our Clie ...

    Raleigh

    3 weeks ago

  • Work in company

    Registered Client Associate

    Only for registered members

    UBS is looking for a Registered Client Associate to join their Private Wealth Management team in Raleigh. · Act as a relationship manager to top-tier clients. · Coordinate and collaborate with other team members. · ...

    Raleigh

    1 month ago

  • Work in company

    Client Relationship Associate

    Only for registered members

    EP Wealth Advisors, LLC (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025. · Our office located in Irvine,CA is hiring for a Client Relationship Associate (CRA) · ...

    Michelson Dr Irvine, California, United States

    3 days ago

  • Work in company

    Client Service Associate

    Only for registered members

    We empower professionals to shape their success while helping clients pursue their financial goals with confidence. · Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and educating them on firm services and solutions. · Assist with accoun ...

    Raleigh, NC

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    What if you could build a career where ambition meets innovation? · ...

    Raleigh $21.10 - $35.16 (USD)

    1 month ago

  • Work in company

    Client Experience Associate

    Only for registered members

    6 & Fix is seeking a driven and upbeat Inside Sales Representative to join our HVAC division. · ...

    Raleigh, NC,

    6 days ago

  • Work in company

    Client Experience Associate

    Only for registered members

    We are seeking a driven and upbeat Inside Sales Representative to join our HVAC division. · This individual plays a key role in supporting our customers and coordinating between departments to ensure a seamless service experience. · You'll thrive in a fast-paced environment where ...

    Raleigh

    1 month ago

  • Work in company

    Senior Client Service Associate

    Only for registered members

    +Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. · +Services a high volume of daily interactions with prospective and existing clients on the phone, in-person, virtually and thro ...

    Raleigh, NC

    1 month ago

  • Work in company

    Senior Client Service Associate

    Only for registered members

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. · ...

    Raleigh Full time

    1 week ago

  • Work in company

    Senior Client Management Associate

    Only for registered members

    CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. · Company discretionary bonus. · Health, dental, and vision coverage... · ...

    Raleigh, North Carolina, United States

    1 week ago

  • Work in company

    Associate Client Success Partner

    Only for registered members

    We're not just building restaurant tech—we're giving independent restaurants the tools to compete and win. We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. · We are looking for an Associate Client Success Partner to ...

    Raleigh, North Carolina

    4 days ago

  • Work in company

    Senior Client Service Associate

    Only for registered members

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, · Raymond James is seeking a dynamic Client Service Associate who is motivated, · detail oriented and creative problem solver to join our growing team. · ...

    Raleigh

    1 week ago

  • Work in company

    Registered Client Service Associate

    Only for registered members

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing ...

    Raleigh

    1 month ago