Client Services Associate
Cary, NC · On-site
Serve as a power user of our CRM software, maintaining pristine data entry. * Proactive Problem ... Operational: Familiarity with managed accounts, trade settlements, and banking transactions.
Quick apply
Cary, NC · On-site
Serve as a power user of our CRM software, maintaining pristine data entry. * Proactive Problem ... Operational: Familiarity with managed accounts, trade settlements, and banking transactions.
Quick apply
Cary, NC · On-site
Serve as a power user of our CRM software, maintaining pristine data entry. * Proactive Problem ... Operational: Familiarity with managed accounts, trade settlements, and banking transactions.
... bank details for electronic payments. * Supplier Relations: Respond to supplier inquiries and ... Attention to detail, strong organizational skills, problem-solving, communication, data entry, and ...
... bank details for electronic payments. * Supplier Relations: Respond to supplier inquiries and ... Attention to detail, strong organizational skills, problem-solving, communication, data entry, and ...
Raleigh, NC · On-site
... and data entry support to a project office. Key Duties * Prepare and process expense reports ... Process remote bank deposits * Prepare and review payroll hours * HR duties to include onboarding ...
Raleigh, NC · On-site
... and data entry support to a project office. Key Duties * Prepare and process expense reports ... Process remote bank deposits * Prepare and review payroll hours * HR duties to include onboarding ...
Raleigh, NC · On-site
$45/hr
... bank details for electronic payments. * Supplier Relations: Respond to supplier inquiries and ... Attention to detail, strong organizational skills, problem-solving, communication, data entry, and ...
Raleigh, NC · On-site
$45/hr
... bank details for electronic payments. * Supplier Relations: Respond to supplier inquiries and ... Attention to detail, strong organizational skills, problem-solving, communication, data entry, and ...
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Cary, NC · On-site
Perform data entry and data auditing of new title orders. (30-35%) * Retrieve information and ... bank deposits, billing reconciliation and assist in locating abstracts. (0-5%) * May perform ...
Cary, NC · On-site
Perform data entry and data auditing of new title orders. (30-35%) * Retrieve information and ... bank deposits, billing reconciliation and assist in locating abstracts. (0-5%) * May perform ...
Perform data entry and data auditing of new title orders. (30-35%) * Retrieve information and ... bank deposits, billing reconciliation and assist in locating abstracts. (0-5%) * May perform ...
Perform data entry and data auditing of new title orders. (30-35%) * Retrieve information and ... bank deposits, billing reconciliation and assist in locating abstracts. (0-5%) * May perform ...
Perform data entry and data auditing of new title orders. (30-35%) * Retrieve information and ... bank deposits, billing reconciliation and assist in locating abstracts. (0-5%) * May perform ...
Perform data entry and data auditing of new title orders. (30-35%) * Retrieve information and ... bank deposits, billing reconciliation and assist in locating abstracts. (0-5%) * May perform ...
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Carrboro, NC · On-site
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Carrboro, NC · On-site
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Chapel Hill, NC · On-site
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Chapel Hill, NC · On-site
Ability to prepare and process documents such as bi-weekly and monthly payroll, requisitions and purchase orders, receipts and deposits, bank reconciliations, expense reports, data entry, etc.
Raleigh, NC · On-site
$95K - $113K/yr
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Raleigh, NC · On-site
$95K - $113K/yr
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Raleigh, NC · On-site
$95K - $113K/yr
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Raleigh, NC · On-site
$95K - $113K/yr
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
Completes payment processing, data entry, collateral & financial ticklers, and file maintenance ... Minimum 1 - 3 years of Credit Union or Commercial Bank loan operations experience. * Ability to ...
$10.75 - $12.28
1% of jobs
$12.28 - $13.81
5% of jobs
$13.81 - $15.34
13% of jobs
$15.85 is the 25th percentile. Wages below this are outliers.
$15.34 - $16.87
19% of jobs
The median wage is $17.89 / hr.
$16.87 - $18.40
19% of jobs
$18.40 - $19.92
15% of jobs
$20.60 is the 75th percentile. Wages above this are outliers.
$19.92 - $21.45
9% of jobs
$21.45 - $22.98
8% of jobs
$22.98 - $24.51
6% of jobs
$24.51 - $26.04
3% of jobs
$26.04 - $27.57
2% of jobs
$10
$18
$27
| Aspect | Bank Data Entry | Bank Clerk |
|---|---|---|
| Primary Role | Inputting and updating banking data and transactions | Handling customer transactions, account management, and administrative tasks |
| Required Skills | Typing accuracy, data management, basic banking knowledge | Customer service, communication, banking procedures |
| Work Environment | Data entry departments, back-office | Branch offices, customer service counters |
| Certifications | None typically required, basic computer skills | Banking certifications may be preferred but not mandatory |
Bank Data Entry primarily focuses on accurately inputting banking information, while a Bank Clerk handles customer interactions and administrative banking tasks. Both roles are essential in banking operations but differ in responsibilities and work environment.

Full-time
Posted 28 days ago
Client Services Associate
Pathfinder Wealth Consulting is a growing, independent wealth management firm dedicated to comprehensive financial planning and asset management. We have offices in Wilmington, NC and Cary, NC.
We are looking for an independent, naturally detail-obsessed, and personable Client Services Associate to join our Cary team. You will work closely with our Client Services Manager and another CSA to facilitate the day-to-day operational life cycle of our clients.
Our culture is defined as 'casually professional.' We are deeply committed to our fiduciary duty and the high standards of wealth management, but we maintain an approachable environment where a sense of humor is just as important as technical expertise. We pride ourselves on a high-touch, detail-oriented client experience, and treat clients like family.
Principal Responsibilities
Experience & Education
Who You Are
If this sounds like you, please apply today! We cant wait to meet you.