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Client Service Associate
1 week ago
Kestra Financial Raleigh, United StatesWho We are: · 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 play a key role in the future success of our growing high quality ...
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client service associate
1 week ago
Medical Mutual Holdings Raleigh, NC, United StatesTitle · Client Services Associate · Location · Remote · About Us · Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi's advisory, capital, and insurance o ...
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Client Services Associate
1 week ago
TransPerfect Raleigh, United StatesTransPerfect Is More Than Just a Job... · Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. · Who We Are · Do you want t ...
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Client Service Associate
1 week ago
Envestnet Raleigh, United StatesEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. · Envestnet is transforming the way financial advice and wellness are delivere ...
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Client Service Associate
1 week ago
Envestnet Raleigh, United StatesEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. · Envestnet is transforming the way financial advice and wellness are delivere ...
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Food Service Associate
1 week ago
Duke University Raleigh, United StatesDepending on the size of the entity and department structure, Level I and Level II may be combined. Level I Perform routine tasks and manual work under immediate supervision in support of hospital food service operations; operate dish machine; wash p Food Service, Associate, Cust ...
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Food Service Associate
1 week ago
Duke University Raleigh, 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 Raleigh Hospital · Pursue yo ...
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Client Service Associate
1 week ago
Envestnet Raleigh, United StatesEnvestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. ...
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Client Service Associate
6 days ago
Envestnet Raleigh, United States· Description · Envestnet is seeking a passionate and talented Client Service Associate - Tamarac Reporting to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. · Envestnet is transforming the way financial advice and wel ...
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Client Service Associate
1 week ago
Kestra Financial Independent Advisor Raleigh, United StatesWho We are: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 play a key role in the future success of our growing high quality orga ...
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Food Services Associate
1 week ago
UNC Health Care Raleigh, United States/ / Food Services Associate **Food Services Associate** · Job ID: 14382 · Location: Raleigh, NC · Facility/Division: UNC REX Healthcare · Status: Full Time · Shift: Variable · Share: share to e-mail **#4 healthcare brand** in the United States overall and the **#2 most trus ...
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Customer Service Associate
2 weeks ago
Home Goods Raleigh, United StatesHomeGoods Falls of Neuse Road Falls Village Shopping Center 27601 [Retail Associate / Team Member] As a Customer Service Associate at HomeGoods, you'll: Provide prompt, courteous and knowledgeable service to internal and external customers; Engage customers, provide support and c ...
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PATIENT SERVICE ASSOCIATE
1 week ago
Duke University Raleigh, United StatesDuke Health Integrated Practice is an exceptional, multi-specialty physician practice encompassing 140 clinics across North Carolina. We attract and retain premier medical professionals with competitive compensation, benefits, and a nurturing work atmosphere that unites passion a ...
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Client Services Associate
4 days ago
Restoration Hardware Raleigh, United StatesRestoration Hardware - JobID: 33684 [Retail Associate / Team Member] As a Client Services Associate at Restoration Hardware, you'll: Assist clients in selecting and purchasing products; Provide exceptional customer service by addressing inquiries and resolving issues; Maintain a ...
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Customer Service Associate
1 week ago
Workplace Options Raleigh, United States**Customer Service Associate - Hybrid** · Full time | Workplace Options | United States · Posted On 11/29/2021 Industry Customer Service **Job Description** · Workplace Options is the world's largest integrated employee support services and work-life provider. Drawing from an ...
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Guest Service Associate
1 week ago
Embassy Suites Raleigh Crabtree Raleigh, United StatesJob Description: · Embassy Suites is seeking enthusiastic and customer-focused individuals to join our team as Guest Service Associates. As a Guest Service Associate, you will be an integral part of creating memorable experiences for our guests, ensuring their comfort and satisf ...
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Food Services Associate
9 minutes ago
UNC Medical Center Raleigh, United StatesThis position assists higher-level personnel in preparing and serving food, and maintaining a clean work area Work is reviewed for adherence to sanitary standards and completion of assignments. Responsibilities:1. Assists with dirty food tray removal Food Service, Associate, Food ...
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PATIENT SERVICE ASSOCIATE
2 weeks ago
Duke University Raleigh, United StatesDuke Health Integrated Practice is an exceptional, multi-specialty physician practice encompassing 140 clinics across North Carolina. We attract and retain premier medical professionals with competitive compensation, benefits, and a nurturing work atmosphere that unites passion a ...
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PATIENT SERVICE ASSOCIATE
1 week ago
Duke University Raleigh, United StatesDuke Health Integrated Practice is an exceptional, multi-specialty physician practice encompassing 140 clinics across North Carolina. We attract and retain premier medical professionals with competitive compensation, benefits, and a nurturing work atmosphere that unites passion a ...
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Client Service Associate
1 week ago
Medical Mutual Holdings Raleigh, United StatesTitle · Client Services Associate · Location · Remote · About Us · Curi is a full-service advisory firm that serves physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curis advisory, capital, and insuran ...
Client Service Associate - Raleigh, United States - BCI - Brokerage Consultants Inc
Description
Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualifications
Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset.
Responsibilities:
Coordinate client meetings and serve as point of contact for greeting clients in-office
Assist with account opening/applications, money movement, reporting, and client service requests
Assist in creation of personalized financial plans for client/prospect meetings
Data entry/cleaning in CRM
Requirements:
Bachelor's Degree; 2+ years of prior client service experience in a relevant setting
Must hold or be willing to obtain Life and Health insurance licenses, FINRA SIE, Series 7, 63 and 65
Compensation will be competitive and at market rate.