Branch Office Admin - Client Services & Support

Edward Jones HQ

Edward Jones is seeking a Branch Office Administrator in Charlotte, NC. In this role, you will team up with financial advisors to provide administrative support, ensuring a seamless and positive client experience. Responsibilities include managing client accounts, scheduling meetings, and supporting marketing initiatives. Candidates should demonstrate strong analytical thinking, attention to detail, and adaptability. Edward Jones offers competitive benefits and a supportive work environment focused on professional development. #J-18808-Ljbffr Edward Jones

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Branch Office Admin - Client Services & Support in Charlotte, NC vacancy

Administrative Assistant/Customer Service
$40k - $60k
...Administrative Assistant Our client, a growing construction services provider in Charlotte, is seeking an... ...required and/or assigned. Assist and support field management on projects and... ...Advanced proficiency in Microsoft Office applications. Preferred Qualifications...
Suggested
Work at office
Immediate start
Staff Financial Group
Charlotte, NC
23 hours ago
Loan Servicing Associate I
...Senior Loan Servicing Specialist In Commercial Loan Servicing Operations Join a team where... ...rigorous servicing execution protects client outcomes and operational integrity. You... ...Operations, you provide end-to-end servicing support across multiple loan systems and market...
Suggested
Chase
Charlotte, NC
23 hours ago
Retirement Service Consultant
$40k - $60k
...leading independent technology and service platform powering savings... ...is responsible for providing client service to our partners, intermediaries... ...day to day basis showing your support of our organizational culture.... .... Proficiency in Microsoft Office software applications,...
Suggested
Work experience placement
Work at office
Local area
Remote work
Ascensus
Matthews, NC
4 days ago
Sr Retirement Service Consultant
...leading independent technology and service platform powering savings... ...is responsible for providing client service to our partners, intermediaries... ...day to day basis showing your support of our organizational culture.... ...• Proficiency in Microsoft Office software applications,...
Suggested
Work experience placement
Work at office
Local area
Remote work
Ascensus
Matthews, NC
23 hours ago
Vet Clinic Aide | Animal Services
...Vet Clinic Aide | Animal Services ProSidian is a Management and... ...focusing on providing value to clients through tailored solutions... ...Animal Services for Program Support on a Exempt 1099 Contract: No... ...technology, including Microsoft Office. The ideal candidate is advanced...
Suggested
Full time
Contract work
Work at office
Remote work
Flexible hours
ProSidian Consulting
Charlotte, NC
1 day ago
Client Services Treasury Management Principal Associate
* Manage and empower a pod of Client Service associates, focusing on their professional development, coaching, and performance management... ...and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies...
Full time
Part time
Capital One
Charlotte, NC
2 days ago
Treasury Management Service Specialist II - Corporate and Specialty Banking
$27.4 - $54.33 per hour
Description The Treasury Management Service Specialist II - Corporate & Specialty Banking supports clients within the Corporate & Specialty Banking segment by delivering... ...‑paced environment. Proficiency with Microsoft Office applications (Excel, Word, PowerPoint, Outlook)....
Hourly pay
Work experience placement
Work at office
Remote work
Huntington National Bank
Charlotte, NC
1 day ago
Client Services Treasury Management Principal Associate
$98.9k - $112.9k
Overview Client Services Treasury Management Principal Associate Are you looking for a challenging... ...across the bank and as such it supports numerous critical processes and transactions... ...Technology Requirements A secure home office environment that is free from...
Full time
Part time
Work at office
Local area
Work from home
Home office
Capital One
Charlotte, NC
2 days ago
Investment Client Care Brokerage Services Representative
...Atlanta, GA. Job Description Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized... ...computer applications, such as Microsoft Office software products Two or more years...
Full time
Part time
Second job
Work at office
Truist Inc
Charlotte, NC
23 hours ago
Centralized Brokerage Registered Client Service Associate
...Job Title This is an in office position Monday - Friday. Location... ...Responsible for the general servicing and support of the Financial Advisors.... ...and effective level of client servicing when the Financial... ...3. May assist with physical branch location needs, such as opening...
Second job
Work at office
Monday to Friday
SunTrust Investment Services, Inc.
Charlotte, NC
4 days ago
Client Services Consultant
...travel planning company powered by a full-service travel agency that specializes in... ...seamless, memorable travel experiences for clients worldwide.Our mission is to help travelers... ...Services Consultant. In this role, you'll support clients as they explore destination ideas...
Remote work
Worldwide
Flexible hours
Hopesglobalgetaways
Charlotte, NC
23 hours ago
Registered Client Service Associate
...Job Title Registered Client Service Associate Job Description Do you have financial planning... ...Associate, you will provide dedicated support to a high producing advisors by... ...and documentation for submission to home office, acquisition of appropriate signatures,...
Full time
Home office
Ameriprise Financial
Charlotte, NC
4 days ago
Client Service Excellence Representative
$60.5k - $81.5k
...Client Service Excellence Center Associate Are you ready to help us redefine what exceptional client service looks like? Join our team... ...Service Excellence Center associate! At Vanguard, we believe in supporting our "crew" personally through all life stages. Our benefits...
Remote work
Vanguard
Charlotte, NC
4 days ago
Senior Client Service Representative | Customer Service
...Senior Client Service Representative | Customer Service ProSidian Seeks a Senior Client Service... ...| Customer Service for Program Support on a Exempt 1099 Contract: No Overtime Pay... ...tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel...
Full time
Contract work
Temporary work
For contractors
Work at office
Remote work
Flexible hours
ProSidian Consulting
Charlotte, NC
7 days ago
Client Service Associate
$50k - $54k
...Client Service Associate At Beloform Craft, we specialize in creating refined brand experiences... ...Coordinate internally to support client needs and service delivery Assist... ...environment Proficiency in basic computer and office tools Additional Information...
Full time
Work at office
Alphabe Insight
Charlotte, NC
2 days ago
Customer Service Representative - Billing II
$17.2 per hour
...Customer Service Representative - Billing II Pay range: $17.20+... ...compassionate and empathetic support to 50 to 70 callers providing... ...years of experience in a medical office or health care setting analyzing... ...57737 Job Category Client Services Posting Date 05/26...
Hourly pay
Full time
Temporary work
Part time
Work at office
Remote work
Monday to Friday
Flexible hours
Shift work
Quest Diagnostics
Charlotte, NC
2 days ago
Service Operations Scheduler - Data Centers
$64.5k - $129.5k
...Service Operations Scheduler Carrier Global Corporation, global leader in intelligent... ...resources with customer requirements to support DC service execution. Maintain a comprehensive... ...skills. Proficiency in Microsoft Office Suite, especially Excel and Word. Pay...
Temporary work
Work at office
Carrier Global Corp
Charlotte, NC
4 days ago
Customer Service Representative
$18 - $22 per hour
...Hiring a Customer Service Representative! The Customer Service... ...Representative provides high-quality support by responding to customer... ...solutions to thousands of clients across the globe. Specialized... ...agility and excellence. With offices across the U.S., Canada, Asia...
Contract work
Temporary work
Remote work
Aston Carter
Charlotte, NC
23 hours ago
Transaction Advisory Services - Senior Associate
...Transaction Advisory Services - Senior Associate At Bennett Thrasher, we offer the expertise... ...to collaborate on meaningful work with clients in a variety of industries and work... ...manages staff, as needed Contributes and supports new ideas on internal processes and...
Local area
Immediate start
Bennett Thrasher
Charlotte, NC
1 day ago
Bilingual customer service representative
$45k - $45.76k
...Charlotte, NC is looking for a Customer Service Representative looking to interview candidates... ...point of contact for Spanish-speaking clients over the phone, handling inquiries... ...safety labels into Spanish when necessary to support field teams. The essential functions...
Permanent employment
Temporary work
For contractors
Work experience placement
Immediate start
Monday to Friday
Shift work
Day shift
Randstad
Charlotte, NC
2 days ago
Senior Level Customer Service Representative | Customer Service Representative
...Senior Level Customer Service Representative ProSidian is seeking a Senior Level Customer Service Representative for program support on a contract basis located in Charlotte, NC across... ...focusing on Human Capital Solutions for clients such as City of Charlotte (COC) |...
Full time
Contract work
Temporary work
ProSidian Consulting
Charlotte, NC
2 days ago
Enterprise Treasury Onboarding & Service Specialist II
$27.4 - $54.33 per hour
...Bank is seeking a Treasury Management Service Specialist II in Charlotte, NC. This role involves support for Corporate and Specialty Banking clients with complex treasury management needs... ...skills, and proficiency with Microsoft Office. The position offers an hourly wage...
Hourly pay
Work at office
Huntington National Bank
Charlotte, NC
3 days ago
Client Care Center-Agent Assist
...for new and existing clients. Responsible for responding... ...to Care Center, branches and other lines of business... ...care, card, loan servicing). 2. Resolve escalated... ...experience while providing support to internal and... ...g. Windows, Microsoft Office), technical skills, interpersonal...
Full time
Part time
Work at office
SunTrust Investment Services, Inc.
Charlotte, NC
4 days ago
Entry Level Call Center Agent | Call Center Agent
...Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based... ...| Call Center Agent for Program Support on a Exempt 1099 Contract: No... ...technology, including Microsoft Office. The ideal candidate is advanced...
Full time
Contract work
Temporary work
Work at office
Flexible hours
ProSidian Consulting
Charlotte, NC
5 days ago
Customer Service Rep/Office Assistant
$15 - $20 per hour
...and looking for a customer-oriented service representative with a strong desire... ...systems to have an efficient office. The target is to ensure excellent... ...account Skills Proven customer support experience or experience as a client service representative Strong phone...
Hourly pay
Full time
Part time
Work at office
Flexible hours
Spring-Green Lawn Care
Pineville, NC
4 days ago
Clinical Social Worker - Fee For Service
$118.2k
...happy, successful lives, and we believe that client accessibility, integrity, and quality... ...seeing couples and/or children (we provide support) Candidates who may be looking to grow... ...Support team for scheduling and client service with extended hours Customized marketing...
Private practice
Transformcap
Charlotte, NC
3 days ago
Client Advisor | SouthPark Mall
...championing our communities. JOB PURPOSE The Client Advisor builds relationships with... .... As an expert in client engagement and service, the client advisor demonstrates a high level... ...level of product and replenishment, support with inventory management, markdowns and...
Local area
Flexible hours
FashionUnited
Charlotte, NC
2 days ago
Sr. Surety Client Service Specialist
Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting... ...skills, and highly effective customer service capabilities Ability to handle... ...with a mix of remote, in‑person and in‑office interactions dependent on the needs of...
Temporary work
Work experience placement
Work at office
Local area
Remote work
Visa sponsorship
Work visa
Flexible hours
WTW
Charlotte, NC
2 days ago
Registered Client Service Associate — Financial Planning
Ameriprise Financial Services, LLC in Charlotte, NC is seeking a Registered Client Service Associate to support financial advisors. The role involves preparing financial plans, managing client interactions, and organizing events. Ideal candidates will have a Bachelor's...
Ameriprise Financial Services, LLC
Charlotte, NC
1 day ago
Remote-First Client Service Excellence Associate
The Vanguard Group in Charlotte is seeking a Client Service Excellence Center associate to provide exceptional client service. You will support clients through phone communications, handling financial inquiries and fostering trust. Ideal candidates will possess strong...
Remote job
The Vanguard Group
Charlotte, NC
23 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Branch Office Admin - Client Services & Support. Be the first to apply!