6d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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
1mo
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Client Service Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
High school diploma required (college preferred). Strong Microsoft Office skills, client service, writing and organizational skills. Industry experience is a plus. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 exams.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
1mo
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Client Service Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
High school diploma required (college preferred). Strong Microsoft Office and computer skills, client service experience preferred. Willingness to obtain Series 7/66 or Series 63/65. Strong communication, writing, organization, and teamwork skills.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
3w
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr HybridFull Time
Ability to engage clients, design financial protection strategies, obtain state insurance licenses (training provided), strong interpersonal and analytical skills; bachelor’s preferred but not required.
1w
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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
2mo
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Director of Client Development
Winston-Salem, North Carolina, United States
$100k-$125k/yr RemoteFull Time
Experience in client development and building partnerships; strong presentation skills; comfortable in remote environment.
HubSpot, Salesforce
3mo
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Client Service Coordinator - 001140
High Point, North Carolina, United States
$15-$19/hr OnsiteFull Time
1+ YOE1+ year related experience; strong client service, communication, multitasking, organizational and basic math skills; comfortable around pets; ability to lift up to 50 lbs; high school diploma preferred.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3mo
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IP Client Intake Coordinator
New York or Atlanta or Boston or Baltimore or Charleston or Charlotte or Columbia or Greensboro or Greenville or Nashville or Winston-Salem or Raleigh or Washington or Wilmington or Mc Lean or Durham
$70k-$79k/yr OnsiteFull Time
5+ YOE5+ years IP docketing and client/matter intake, advanced FoundationIP/FIP Direct, US and foreign patent/trademark knowledge, strong data accuracy.
FoundationIP, FIP Direct, Microsoft Word, PowerPoint, Excel
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
1d
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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
6d
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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
6d
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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
4d
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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.
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 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
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
2mo
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Client Support and Scheduling Coordinator
Huntersville, North Carolina, United States
$20-$23/hr OnsiteFull Time
3+ YOECoordinate client interactions and scheduling; handle inquiries; proficient in MS Office; in-person in Huntersville, NC; Bachelor's preferred.
MS Office
1mo
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Client Success Account Manager | HCM
Roanoke or High Point
HybridFull Time
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