- Robert Half Accountemps (Durham, NC)
- Description We are seeking a Client Financial Associate in Durham, North Carolina, United States. This role essentially involves financial analysis, ... contract employment opportunity. Responsibilities: * Process and analyze various client transactions. * Handle inquiries regarding claim administration and medical… more
- Robert Half Accountemps (Durham, NC)
- Description We are in search of a Client Financial Associate based in Durham, North Carolina. The role is centered around finance and customer service within ... offers a long-term contract employment opportunity. Responsibilities: * Analyze and present financial reports in PDF and Excel formats. * Assist in the development,… more
- Kestra Financial (Raleigh, NC)
- …Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... Service Associate Summary The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors' time. This… more
- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor/Senior Client Service Associate of a large book ... of business including handling all administrative functions for Financial Advisors and the firm * Regular client... Financial Advisors and the firm * Regular client interaction including appointment scheduling and correspondence; answer all… more
- Bank of America (Raleigh, NC)
- Wealth Management Client Associate Raleigh, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Edward Jones (Pittsboro, NC)
- …NC 27312 **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity ... client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment,...for you. With the same licensing as our Financial Advisors, Associate Financial Advisors… more
- Acxiom (Raleigh, NC)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their satisfaction. Uses in-depth knowledge of client ... including upselling and cross-selling of related products, including accountability for client renewal and retention results. Ensures best practices are adopted for… more
- JPMorgan Chase (Cary, NC)
- …most of their lives, by providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you ... diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be… more
- HealthEdge Software Inc (Raleigh, NC)
- **Overview** **Position Overview:** The Associate Production Support plays a vital role in the overall delivery process. Our ideal candidate will be responsible for ... to health plans mission-critical workflow solutions that drive superior care and financial outcomes in a value-based, member- and patient- centric ecosystem. The… more
- KPMG (Raleigh, NC)
- …future as we are, join our team. KPMG is currently seeking a Senior Associate , Corporate Strategy to join our Internal (non- client facing) Strategic Planning ... **Business Title:** Senior Associate , Corporate Strategy **Requisition Number:** 115301 - 53...two years of recent experience in a business analyst, financial analyst, financial planning and analysis (FP&A),… more
- Equitable (Raleigh, NC)
- Wealth Management Associate - NC, Raleigh (5128) ( 240000HN ) **Primary Location** : UNITED STATES-NC-Raleigh **Organization** : Equitable Advisors **Description** ... by our mission to help our clients secure their financial well-being providing them confidence to pursue long and...you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play… more
- Xerox (Raleigh, NC)
- Client Data Steward **General Information** Press space or enter keys to toggle section visibility Country United States Department IM BUSINESS ANALYSIS Date Monday, ... Individual Contributor Job Type Experienced Job Field IM BUSINESS ANALYSIS Seniority Level Associate Currency USD - United States - US Annual Base Salary Minimum… more
- H&R Block (Cary, NC)
- **552776BR** **Title:** Associate Team Leader **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... open. **A Typical Day ** Joining us as an ** Associate Team Leader** , you'll support a single retail...single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the… more
- Cherry Bekaert (Raleigh, NC)
- **Description** **Tax Credits & Incentives Advisory Senior Associate - R&D** **Description** Ranked among the largest accounting and consulting firms in the country ... Advisory (https://www.cbh.com/services/tax/tax-credits-incentives-advisory/) team is looking for an **R&D Senior Associate ** with a background in R&D Tax Credit consulting… more
- ThermoFisher Scientific (Morrisville, NC)
- …**Environmental Conditions** Office **Job Description** **Summarized Purpose:** As an Associate Director, Account Development, you will be responsible for ... marketing and subject matter experts to develop demand generation materials for client engagement. + Manages team deliverables across business units to ensure proper… more
- KPMG (Raleigh, NC)
- **Business Title:** Sr. Associate , Workday Payroll - Implementation **Requisition Number:** 118414 - 53 **Function:** Advisory **Area of Interest:** **State:** NC ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… more
- American Express Global Business Travel (Raleigh, NC)
- …voice is valued. Ready to explore a career path? Start your journey. The Sales Associate will be responsible for the generation of new sales in the Small, Medium, ... internal partners along with building and developing senior level client contacts to work and contribute in a team...proposition knowledge in a variety of contexts. + Strong financial savvy and analytical attitude required to use the… more
- Trustmark (Raleigh, NC)
- …clients and communities. Responsible for overseeing the daily operations of billing, client services and premium reconciliation team in order to meet established ... completed by team members as part of the Internal Controls for Financial Reporting (ICFR) processes. + Helps identify process improvement opportunities within… more
- S&P Global (Raleigh, NC)
- …our clients as well as theirs. **Responsibilities and Impact:** As a Situational Analytics Associate , you will have the opportunity to help drive the growth of our ... with IR teams and C-Suites through transformational events. We're looking for an associate to: + Support clients with analysis of risk and opportunity, from data… more
- Bank of America (Raleigh, NC)
- Senior Banker - North Hills Mall Financial Center Raleigh, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service… more