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Client Services Associate
3 days ago
gpac Chapel Hill, United StatesClient 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 se ...
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Client Services Associate
3 weeks ago
Hilltop Wealth Advisors, LLC Chapel Hill, United StatesJob Description · Job DescriptionI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support ...
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Client Service Associate
2 days 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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Sales & Customer Service Associate
5 days ago
Massage Envy Chapel Hill, United StatesOverview: · 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 ...
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Food Services Associate- PRODUCTION
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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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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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Support Services Associate
4 weeks ago
University of North Carolina Chapel Hill, United StatesPosting Information · Posting Information · Department · ES Admin-227010 · Career Area · Facilities and Skilled Trades · Is this an internal only recruitment? · No · Posting Open Date · 05/17/2024 · Application Deadline · 05/31/2024 · Position Type · Permanent Staff (SHRA) · Po ...
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Associate Director Children's Services
3 weeks ago
UNC Medical Center Chapel Hill, United StatesResponsible for assisting the Director of Pediatric Services for UNC Hospitals through daily and long-term oversight of department activities. Provides management direction to designated department leadership and staff members. Assist the Director in Director, Department Leader, ...
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Sales & Customer Service Associate
2 weeks ago
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
1 week 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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Associate Director Children's Services
3 weeks ago
UNC Health Care Chapel Hill, United StatesDescription · 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 Hospitals thro ...
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Associate Director Children's Services
3 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: · Responsible for assisting the Director of Pediatric Services for UNC Hospitals through daily and l ...
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Fifth Third Bank, N.A. 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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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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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
2 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
16 hours 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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Client Service Associate
3 weeks 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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Licensed Practical Nurse
2 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 ...
Franklin Street Partners Client Service Associate - Chapel Hill, United States - Fifth Third
Description
Make banking a Fifth Third betterWe 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 of client-specific activities.
The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
Accountable for always doing the right thing for customers and colleagues ,and ensures that actions and behaviors drive a positive customer experience.
While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all typesESSENTIAL DUTIES AND RESPONSIBILITIES:Provides all necessary paperwork and documentation during the client account opening process. Owns the process for ensuring the account is in good standing.
Provides proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
Provides clients with accurate, factual information utilizing appropriate resources. Makes necessary contacts both inside and outside of the organization (e.g. Fidelity and client CPA) in order to obtain client requested information and then relays information.Adheres to firm policies, procedures and processes to ensure alignment with compliance and risk guidelines.
Maintains a consistent and open line of communication with the CPS related to client matters (e.g. non-standard/periodic reports, wires, and transfers).Understands, introduces and leverages the services of the greater firm as appropriate.
Coordinates client preferences among related relationships within a complex book of business (non-standard, periodic reports, e.g. monthly account reconciliation or realized G/L).Makes necessary contacts both inside and outside of the organization in order to obtain client requested information seeking innovative solutions and resolution to emerging needs.
Escalates internal and external service concerns that other clients may also be experiencing to appropriate departments for action and prevention of further client impact.
Implements and maintains a quality service plan ensuring the accuracy of administrative documents.Utilizes the SalesForce in an accurate and timely manner to enter and maintain all pertinent account information and complies with all internal policies and procedures.
Plans and manages the ongoing stewardship annual review process as appropriate.Other duties as assigned.
Supervisory:
NoneMinimum RequirementsAssociate degree or BS/BA is preferred.
Brings a minimum of 3 years of successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.
Must have a demonstrated ability to work with internal parties, establish client relationships and develop a rapport with necessary external parties.
Experienced operating in an environment that stresses both individual accountability and team-based performance.Exhibits a sense of urgency in a results-driven environment.
Strong interpersonal, organizational, written, and oral communication skills.
Assists in effective problem solving skills to resolve client issues.
Computer / Technical:
Ability to use all Microsoft Office software including Word, Excel and PowerPoint
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
Extended viewing of computer monitorFranklin Street Partners Client Service AssociateLOCATIONChapel Hill, North Carolina 27514Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
