1,039 client management jobs at 338 companies in Charlotte, NC
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Wealth Management Client Associate
Huntersville, North Carolina, United States
OnsiteFull Time
High school diploma or equivalent; client service, communication, organization, judgment, and computer application skills required. FINRA credentials, investment knowledge, and client experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
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Wealth Management Client Associate
Huntersville, North Carolina, United States
OnsiteFull Time
1+ YOEHigh school diploma or GED, one year of experience, strong client service and communication skills, adaptability, and proficiency with Microsoft Office applications and Salesforce.
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Support & Order Management Coordinator - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years related experience; order/project management; proficiency with Microsoft Excel and PowerPoint; strong communication, organization, pricing and vendor coordination skills.
Microsoft Excel, Microsoft PowerPoint
2mo
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Wealth Management Client Relationship Manager
Dallas or Frisco or Charlotte or Omaha or Fargo or Ames
$63k-$88k/yr OnsiteFull Time
2+ YOE2+ years building client relationships; FINRA registrations (Series 7 and Series 63/65/66); life & health insurance license within 120 days; university degree preferred; knowledge of investment products and financial planning.
2w
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Wealth Management Client Relationship Manager
Frisco or Charlotte or Houston
$71k-$81k/yr OnsiteFull Time
2+ YOEMinimum 2 years financial services experience; obtain Series 7 and Series 63/65/66 and life & health insurance license within 120 days; university degree preferred; strong client relationship and advisory support skills.
2w
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Manager, Client Experiences, Bespoke
Charlotte, North Carolina, United States
$61k-$76k/yr OnsiteFull Time
5+ YOE2+ MgmtCollege degree with 5+ years experience in hospitality/client management/activation; 2+ years client/project management; sports/entertainment knowledge; budget management; advanced PowerPoint/Excel; travel to events; strong communication and leadership.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
2w
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Manager, Client Experiences, Bespoke
Charlotte, North Carolina, United States
$61k-$76k/yr OnsiteFull Time
5+ YOE2+ MgmtCollege degree and 5+ years relevant experience (min 2 years direct client & project management); sports/media knowledge; advanced PowerPoint/Word/Excel; budget development; strong communication; willing to travel.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel
1w
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Client Partner - BFSI
Charlotte, North Carolina, United States
$160k-$216k/yr OnsiteFull Time
15+ YOE2+ Mgmt15+ years of relevant experience, strategic client relationship management, prior sales or client partner experience, $10–40 million RFP leadership, managed services experience, and 2+ years as a P&L owner.
2d
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Client Onboarding Implementation Associate
Charlotte or Chicago or Plano
$65k-$88k/yr OnsiteFull Time
1+ YOERequires 1+ year managing strategic initiatives, client onboarding and project management experience, conflict resolution, continuous improvement, data and technology literacy, and willingness to implement emerging technologies.
Chase, design thinking
1w
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Wholesale Payments Client Onboarding Advisor
Orlando or Atlanta or Charlotte
OnsiteFull Time
3+ YOEBachelor's in business or equivalent,3+ years banking or project management experience,strong verbal/written communication,client management and negotiation skills,knowledge of wholesale payments,proficient in Microsoft Excel/Office/Outlook.
Microsoft Excel, Microsoft Office, Internet, Microsoft Outlook
1mo
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Client Success Manager
Mooresville, North Carolina, United States
HybridFull Time
3+ YOE3+ years in client/customer success or account management; strong communication and presentation skills; experience managing compliance or enforcement workflows; ability to travel and work in a hybrid, client-facing environment.
2mo
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Client Operations Specialist
Hickory, North Carolina, United States
OnsiteFull Time
5+ YOEBachelor’s degree in business; 5-7 years in supply chain management or cross-department experience; strong communication, project management, and MS Office skills.
2mo
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Client Manager
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years client coordination/claims mgmt, or HS with 8+ years; Life & Health License; travel ~25%; preferred: knowledge of executive retirement plans.
Microsoft Office
2w
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AVP, Client Feedback
Tempe or Fort Mill or Charlotte
$87k-$145k/yr OnsiteFull Time
5+ YOE5+ years in client experience/feedback or operations, 3+ years in wealth management, experience with feedback systems/CRM/case management, bachelor’s or equivalent, strong communication and judgment skills.
Medallia, Tableau, CRM
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AVP, Client Feedback
Tempe or Fort Mill or Charlotte
$87k-$145k/yr OnsiteFull Time
5+ YOE5+ years in client experience/feedback operations, 3+ years in wealth management, experience with feedback systems/CRM/case management, strong communication, judgment, and collaboration; bachelor’s degree preferred.
Medallia, Tableau
1mo
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Director of Client Delivery - Growth & Marketing Practice (External Client-Facing)
Baton Rouge or Miami or Lafayette or Houston or Charlotte or New Orleans or West Palm Beach or Fort Lauderdale or Raleigh or Dallas or Atlanta or Philadelphia
$120k-$250k/yr HybridFull Time
10+ YOEBachelor's degree and 10+ years leading delivery, client services, or operations in agencies or professional services; supervisory experience; experience with PM platforms; strong operational, client-facing, and AI/automation aptitude.
Asana, Monday.com, ClickUp, Wrike, Smartsheet, Microsoft Power Automate, Microsoft Power BI, Microsoft Lists, Copilot Enterprise, ChatGPT, Claude, Google Analytics, Google Ads, Meta Ads, LinkedIn Ads, SEMrush, HubSpot, WordPress, Wix, Squarespace
2w
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Associate Client Advocate
Arlington or Glen Allen or Cockeysville or Charlotte or Nashville or Philadelphia or New York or Chicago or Los Angeles or Texas
$90k-$120k/yr HybridFull Time
5+ YOERequires 5+ years of client-facing commercial Property and Casualty insurance experience, broker's P&C license, Microsoft Office proficiency, communication, negotiation, relationship management, and project management skills.
Microsoft Office
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Associate Client Advocate
Short Hills or Charlotte or Birmingham
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience; strong coverage analysis, negotiation, relationship management, project management, and communication skills; must obtain and maintain active P&C broker license.
Microsoft Office
2mo
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Portfolio Client Partner
Atlanta or Tampa or Charlotte
$126k-$179k/yr OnsiteFull Time
5+ YOE5+ years client-facing consulting or IT services account management; experience managing P&L > $10M; strong portfolio management and relationship skills.
Google Mail, Google Calendar, Google Drive
2mo
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Client Service Coordinator Northlake
Charlotte, North Carolina, United States
$15-$19/hr OnsiteFull Time
Provide client-facing reception and administrative support, manage client/pet flow, schedule appointments, process transactions, educate clients, and use Microsoft Office and practice management systems.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
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