1,132 client experience jobs at 429 companies in Burlington, NC
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Client Experience Specialist
Durham, North Carolina, United States
OnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOE1-2 years telephone customer service experience; strong verbal/written communication, problem solving, MS Office proficiency; bachelor’s preferred; contact-center experience preferred.
Microsoft Word, Microsoft Excel, FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, Microsoft Outlook, Microsoft Teams, RepApp, Xelerate
Actalent: Provides specialized engineering and scientific talent solutions and services.
1+ YOE1–3 years relevant experience (high-volume recruiting, account management, or on‑premise support); bachelor’s degree preferred; strong interpersonal and communication skills; experience with consultant screening, reporting, and client interaction.
Actalent: Provides specialized engineering and scientific talent solutions and services.
1+ YOEBachelor's degree preferred; 1-3 years experience in high-volume recruiting, account management, or on-premise client support; strong customer service, communication, reporting, and team collaboration skills.
Yodlee: Financial data aggregation and open banking analytics platform.
2+ YOE2+ years client or account management experience; strong communication and organization; ability to manage ~50 clients; experience with financial institutions or data aggregation preferred.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provide professional client and pet intake, route flow through the hospital, handle administrative and financial tasks, promote wellness plans, educate clients, and support veterinary team productivity.
InteleradNasdaq: GEHC: Develops enterprise medical imaging and radiology workflow software solutions.
2+ YOEBachelor's degree in marketing or related,2+ years client/partner or retention marketing in technology,experience with CRM/CSM,strong communication,project and stakeholder collaboration skills.
Baird: Global employee-owned firm providing wealth management and investment banking.
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
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide client-facing customer service, schedule and confirm appointments, process payments, make outbound follow-ups, manage medical records, and maintain hospital cleanliness.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Inmar Intelligence: Provides data-driven technology solutions for retail and healthcare operations.
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
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
Prior sales or customer service experience desired; valid driver’s license; intermediate Microsoft Office skills; ability to communicate effectively and work evenings/weekends as scheduled.
Bierman Autism Centers: Providing specialized play-based autism therapy for children.
5+ YOE5+ MgmtLead enterprise client safety system development: policies, audits, investigations, training, and safety metrics. Requires 5+ years leadership experience in healthcare/behavioral/pediatric settings and strong analytical and communication skills.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
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.
Charlotte or Cookeville or Greensboro or Whiteville or Orlando
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and on a team, high integrity and ethical conduct; client-facing financial services experience helpful.
Ogletree Deakins: Provides legal representation for management in employment matters.
2+ YOEPerforms new case intake and initiation, data entry into VisaTrax/InsZoom, file assembly and scanning, client communication, and daily case status updates. Requires ~2 years office/admin experience (preferred) and proficiency in Outlook, Word, Excel, InsZoom/VisaTrax, and DMS.
Microsoft Outlook, Microsoft Word, Microsoft Excel, InsZoom, VisaTrax, DMS