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Client success manager Jobs in Wilmington, NC

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Client success manager • wilmington nc

Last updated: 2 days ago

Senior Registered Client Associate

WELLS FARGO BANKWILMINGTON, North Carolina, United States of America
Full-time

Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors.Learn more about the career areas and business divisions at wellsfarg... Show more

Remote Client Protection Specialist (Entry Level)

MINK Life & Legacy AgencyWilmington, United States
$50,000.00 yearly
Remote
Full-time +1

If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and full support.Independent ... Show more

Remote Customer Success Engineer (LatAm) - AI Trainer ($35000-$50000 per hour)

MercorWilmington, North Carolina, US
$35,000.00 yearly
Remote
Full-time

Mercor’s Talent Success team is hiring! Our Talent Success team is responsible for ensuring everyone using our platform has a delightful experience end to end, from applying to job listings, taking... Show more

Product Manager

nCinoWilmington, NC, United States
Full-time

Join Ncino As A Cloud Banking Leader.Ncino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking.Support Strategic Roadmap Priorities.Support s... Show more

Customer Success Representative

Anza Mortgage Insurance CorporationWilmington, NC, United States
Full-time

Customer Success Representative/h2pAnza MI is a fintech startup using technology and analytics to drive growth innovation within the US mortgage market.Our mission is to empower homeownership by m... Show more

Client Advisor with Athletic Background

Northwestern Mutual - WilmingtonWilmington, NC, US
$70,000.00 yearly
Full-time

Join the Winning Team at Northwestern Mutual - Wilmington!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial A... Show more

MANAGER

LM RestaurantsWilmington, NC, United States
Full-time

Wilmington Carolina Ale House - Wilmington, NC 28403.Salary/year Position Type Full Time.LM Restaurants is an award-winning family-owned restaurant company focused on nourishing our people, communi... Show more

Client Associate

Rockefeller Capital ManagementWilmington, NC, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more

Client Service Leader (Captives)

Mercer FranceWilmington, NC, United States
$85,300.00 yearly
Full-time

We are seeking a talented individual to join our Captives team at Marsh as a Client Service Leader.This role can be based in any US office location.Marsh Captive Solutions is transforming our workp... Show more

Branch Manager

Linde PlcWilmington, NC, United States
Full-time

Wilmington, NC United States | req29521 1st Shift.Coordinate and direct branch activities to meet or exceed sales and margin targets while ensuring timely and accurate completion of required branch... Show more

Client Service Leader (Captives)

Marsh & McLennanWilmington, NC, United States
$85,300.00 yearly
Full-time

We are seeking a talented individual to join our Captives team at Marsh as a Client Service Leader.This role can be based in any US office location.Marsh Captive Solutions is transforming our workp... Show more

Client Service Manager

Interim HealthCare StaffingWilmington, NC, United States
Full-time +1

Interim Healthcare of Wilmington, NC is now hiring a Client Service Manager.To provide continuous improvement of the total quality of the branch/office as it relates to assisting the Client Service... Show more

Luxury Assistant Manager - REEDS Jewelers, Mayfaire Town Center

REEDS JewelersWilmington, NC, United States
Full-time

Assistant Store Manager Opportunity.At REEDS Jewelers, we believe every milestone deserves to be marked with elegance, and every moment honored with meaning.As one of the nation's largest family-ow... Show more

Client Service Manager

Interim HealthCare of Wilmington, NCWilmington, NC, US
Full-time +1

Interim Healthcare of Wilmington, NC is now hiring a Client Service Manager.To provide continuous improvement of the total quality of the branch/office as it relates to assisting the Client Service... Show more

Client Service Associate

RIA RecruitingWilmington, North Carolina, United States
Full-time

Allegiance Financial Group Advisory Services, an established financial planning and investment management firm located in Wilmington, NC currently has an excellent career opportunity for a full-tim... Show more

Client Care Coordinator

BAYADA Home Health CareWilmington, NC, United States
Full-time

BAYADA Home Health Care has an immediate opening for Client Services Manager in Wilmington, NC!.If you are looking for an exciting career opportunity in a growing industry, a Client Services Manage... Show more

Accounting Manager

CAP3Wilmington, NC, United States
Full-time

CAP3 is seeking an Accounting Manager to join our team in Wilmington, NC.If you're looking to grow your accounting career in a dynamic, team-focused environment, this role is for you.At CAP3, you'l... Show more

Operations Manager

Stepan CompanyWilmington, NC, US
Full-time

We are seeking a highly driven and accountable Operations Manager to join our team at our Wilmington, NC manufacturing facility.In this key leadership role, you will report directly to the Plant Ma... Show more

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Senior Registered Client Associate

Senior Registered Client Associate

WELLS FARGO BANKWILMINGTON, North Carolina, United States of America
30+ days ago
Job type
  • Full-time
Job description
About this role:

Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com .

In this role, you will:
  • Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
  • Facilitate Financial Advisor and client requests for account related information and/or quotes, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues
  • Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
  • Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
  • Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client and business-related issues
  • Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
  • Viewed by peers as a subject matter expert and sought by others for advice or guidance
  • Provide knowledge and systems support to branch personnel and training for entry-level Client Associates
Required Qualifications:
  • 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
  • Brokerage client support experience
  • Administrative support experience in financial services
  • Experience interacting directly with customers
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Client service focus with the ability to listen to customer needs and recommend solutions
  • Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
Job Expectations:
  • US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • This position is not eligible for Visa sponsorship.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting location:

6752 Parker Farm Dr - Wilmington, NC - 28405

Posting End Date:
13 Nov 2025
*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.