2mo
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Client Account Specialist
Greensboro or Newport
RemoteFull Time
3+ YOEAnalyze and report on BOLI/ICOLI policies; client reporting; data analysis; Excel skills; life insurance knowledge.
MS Excel, Crystal Reports
1w
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Client Program Specialist
Concord, North Carolina, United States
$47k-$57k/yr OnsiteFull Time
Order processing and client program support experience; attention to detail in specifications, billing, inventory, and reporting; strong communication and multitasking; Microsoft Office/Excel proficiency.
Microsoft Office, Microsoft Excel
1mo
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Client Service Representative
Chapel Hill, North Carolina, United States
OnsiteFull Time
Provide client-facing customer service, schedule and confirm appointments, process payments, make outbound follow-ups, manage medical records, and maintain hospital cleanliness.
1d
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Senior Registered Client Associate
Chapel Hill, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years brokerage/client services experience, Series 7 and 63 completed, FINRA registration required; Microsoft Word/Excel/Outlook/PowerPoint proficiency; strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
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Client Specialist
Chapel Hill, North Carolina, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; active SIE, Series 7 and Series 66 (or Series 63 and 65); proficiency with Microsoft Word, Excel, PowerPoint; strong communication, organizational and compliance knowledge.
CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Service Associate - NR
Pinehurst, North Carolina, United States
OnsiteFull Time
2+ YOEProvide administrative and client service support for Financial Advisors, including opening and maintaining client accounts, clerical tasks, and use of Microsoft Office; requires high school diploma and 2 years clerical/related experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to financial advisors; manage client materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Representative, Rx Client Reporting
Grand Prairie or Winston-Salem
OnsiteFull Time
1+ YOE1-3 years related experience in retail/manufacturer supply chain or data processing; proficient with Microsoft Office, Google products, and Salesforce; strong communication and client-facing skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google products, Salesforce
1mo
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Client Support & Benefits Representative
Greensboro, North Carolina, United States
RemoteFull Time, Part Time
Requires or willing to obtain an insurance license, strong communication, self-motivation, basic CRM/computer skills, and ability to generate leads and manage client relationships.
CRM
1w
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Commercial/Complex Client Resolution Specialist
Charlotte or Cookeville or Greensboro or Whiteville or Orlando
OnsiteFull Time
3+ YOE3+ years client-facing experience; strong problem resolution, verbal/written English, MS Office (Word, Excel) and Salesforce experience; ability to work on a team with an off-site manager.
Salesforce, Microsoft Word, Microsoft Excel
1mo
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Work From Home - Client Benefits Advisor
Concord, North Carolina, United States
RemoteFull Time
Seeking competitive, self-motivated advisors who can guide and educate interested clients remotely; coachable and comfortable with video interviews.
Zoom
1w
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Client Executive, Commercial Lines
Asheboro, North Carolina, United States
HybridFull Time
7+ YOE7+ years managing complex commercial insurance accounts; deep P&C and L&H knowledge; active applicable insurance licenses; AMS360 proficiency; strong communication, negotiation, and analytical skills.
AMS360
1w
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Client Service Specialist - Personal Lines Insurance
Greensboro, North Carolina, United States
HybridFull Time
5+ YOEBachelor's or equivalent, 5 years insurance experience, appropriate insurance license(s), strong client relations and communication, Microsoft Office proficiency, occasional travel overnight.
Microsoft Office
2mo
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Client Service Representative
Chapel Hill, North Carolina, United States
OnsiteFull Time
Experience in customer service, strong communication, able to schedule appointments, explain services, and handle payments.
1w
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Wealth Client Specialist
Greensboro, North Carolina, United States
OnsiteFull Time
0+ YOEBachelor's degree (or HS/GED with 4 years experience) in sales/customer service/operations; preferred banking or wealth management experience.
1mo
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Client Service Coordinator
Greensboro, North Carolina, United States
$15-$19/hr OnsiteFull Time
1+ YOEHigh-school level education preferred; 1 year related experience required. Strong customer service, communication, multitasking, organizational, mathematical and computer skills (Microsoft Word/Excel/Access/Outlook). Ability to handle pets and lift up to 50 lbs.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
2mo
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Client Care Coordinator
High Point or Guilford County or Alamance County
OnsiteFull Time
2+ YOEExperience in healthcare coordination or office administration; two years minimum; CNA preferred; college degree preferred; valid driver’s license; travel required; proficient in Word/Excel; strong communication.
Microsoft Word, Microsoft Excel, Windows, Typing 35 wpm, EMR system
1mo
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Client Success Manager
Concord or North America or South America
$50k-$60k/yr OnsiteFull Time
B2B sales role selling thermal transfer and dye-sublimation ribbons across the Americas; requires strong sales, communication, technical-evaluation skills, Microsoft PC proficiency, and willingness to travel.
Microsoft software products
1mo
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Client Care Representitive
Pittsboro, North Carolina, United States
$14/hr OnsiteFull Time
Deliver exceptional customer service, handle dogs of varying sizes/temperaments, manage reservations and POS, maintain records, and work mornings/evenings/weekends/holidays.
POS