281 client experience jobs at 138 companies in Summerfield, NC

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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
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
1w
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Representative, Rx Client Reporting
Grand Prairie or Winston-Salem
OnsiteFull Time
Inmar Intelligence
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
1mo
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Client Support & Benefits Representative
Greensboro, North Carolina, United States
RemoteFull Time, Part Time
Allen Agency
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.
CRM
1w
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Commercial/Complex Client Resolution Specialist
Charlotte or Cookeville or Greensboro or Whiteville or Orlando
OnsiteFull Time
Truist
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.
Salesforce, Microsoft Word, Microsoft Excel
1w
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Wealth Client Specialist
Greensboro, North Carolina, United States
OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
0+ YOEBachelor's degree (or HS/GED with 4 years experience) in sales/customer service/operations; preferred banking or wealth management experience.
1w
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Personal Brand and Experience Coordinator
Greensboro, North Carolina, United States
OnsiteFull Time
Atlantic Bay Mortgage Group
Atlantic Bay Mortgage Group: Provides residential mortgage lending and home financing solutions.
1+ YOE1-2 years mortgage industry experience preferred; proficiency with Microsoft Office and CRM; strong communication, social media, event coordination, organization, and client-relationship skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM
1mo
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Client Service Coordinator
Greensboro, North Carolina, United States
$15-$19/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
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
1w
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Client Service Specialist - Personal Lines Insurance
Greensboro, North Carolina, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
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 Care Coordinator
High Point or Guilford County or Alamance County
OnsiteFull Time
Avid Health at Home
Avid Health at Home: Provides personalized in-home care and support for seniors.
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
1d
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Preferred bachelor's in finance or business; state insurance licenses required (training provided); strong interpersonal, communication, and analytical skills; prior financial or business development experience beneficial.
2mo
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Innovation Architect for Employee Experience
Winston-Salem, North Carolina, United States
$90k-$115k/yr RemoteFull Time
Aon
AonNYSE: AON: Provides risk management, insurance brokerage, and human capital consulting.
Shaping EX concepts, defining value propositions, leading PoCs/pilots, and engaging clients across single-country to multi-country initiatives.
Design thinking, Service design, Agile, Lean experimentation
1mo
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Client Success Account Manager | HCM
Roanoke or High Point
HybridFull Time
CBIZ
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
3+ YOEHigh school diploma/GED required (bachelor's preferred), 3 years industry experience, strong oral and written communication, ability to work independently and in teams, proficiency with applicable technology, travel based on client needs.
Centrally HR, UKG Ready Talent, UKG
2w
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Client Service Specialist (Teller)
Kernersville, North Carolina, United States
OnsiteFull Time
Bank OZK
Bank OZKNASDAQ: OZK: A regional bank providing retail and commercial financial services.
1+ YOEHigh school diploma or equivalent, 1+ year customer-facing experience, knowledge of bank products, cash handling preferred, strong communication, critical thinking, confidentiality, and Microsoft Office skills.
Microsoft Office
2d
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Client Portfolio Manager - Greensboro, NC
Greensboro, North Carolina, United States
RemoteFull Time
OneDigital
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
5+ YOEBachelor's in Business/Finance-related, 5+ years investment management experience with advisors, Series 63 required, strong portfolio construction and communication skills.
2mo
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Senior Director, Strategic Client Programs
Chapel Hill, North Carolina, United States
$175k-$200k/yr RemoteFull Time
Well
Well: AI-powered health engagement platform for workforce wellness.
Medicare/health plan knowledge; experience managing strategic partnerships; operations leadership in high-touch environments; MBA or equivalent; data analytics for executive decisions.
1mo
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Director of Client Care and Clinical Excellence
Winston-Salem, North Carolina, United States
OnsiteFull Time
Innercore Health
Innercore Health: Provides acoustic neuromodulation services for stress and sleep improvement.
5+ YOELead training and development of Neurotechnologists, establish clinical/operational protocols, supervise staff, ensure client satisfaction, and support new location launches; 5+ years healthcare/wellness experience preferred.
Cereset
1mo
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Client and Competitive Intelligence Project Assistant (Part-Time)
Winston-Salem, North Carolina, United States
OnsitePart Time
Womble Bond Dickinson
Womble Bond Dickinson: Transatlantic law firm providing comprehensive legal services to businesses.
Bachelor's degree or equivalent; experience with database research, internet research, Microsoft Excel and Word; strong problem solving, attention to detail, confidentiality, and analytical skills.
Microsoft Excel, Microsoft Word
3w
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Community Support Technician - Client Specific IV - Eden
Eden or Winston-Salem
$12/hr OnsitePart Time
Universal MH/DD/SAS
Universal MH/DD/SAS: Provides community-based mental health and disability support services.
High school diploma or equivalent, reliable transportation and valid driver's license, ability to assist with daily living and habilitative skills, CPR/background checks per agency policy.
1mo
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CSR - Danville Family Vet
Danville, Virginia, United States
OnsiteFull Time
Danville Family Vet
Danville Family Vet: Full-service animal hospital providing veterinary care and boarding.
High school diploma required; animal care or veterinary experience preferred; basic computer and scheduling proficiency; accurate data entry; able to lift up to 50 lbs and perform physical tasks; strong communication skills.
Microsoft Office
1mo
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CSR - Danville Family Vet
Danville, Virginia, United States
OnsiteFull Time
VetEvolve
VetEvolve: Operates a network of full-service veterinary clinics and hospitals.
High school diploma required; customer-facing experience preferred. Must be able to perform data entry, use practice management software and Microsoft Office, handle cash/payments, lift up to 50 lbs, and work a flexible schedule including weekends and openings/closings.
Microsoft Office