176 client relations jobs at 81 companies in Hickory, NC
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Client Relations Analyst - Personal Lines
Charlotte, North Carolina, United States
OnsiteFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
Managing inbound client calls, multitasking across systems, accurate documentation, customer service skills, ability to obtain state insurance license within 90 days; bilingual English/Spanish preferred.
Prism Medical Products: Distributes home medical supplies for wound and ostomy care.
Handle inbound/outbound client inquiries, resolve issues, navigate operations software and Medicare/private insurance files, use Microsoft Outlook, maintain KPIs, and communicate across phone/email/text.
BHDP: Architecture and design firm providing integrated workplace solutions.
12+ YOEBachelor's in architecture/interior design or related; architectural license or NCIDQ preferred; 12+ years design/architecture experience, 5+ years in higher education market; strong client relationship, leadership, and sales skills; ability to travel 25-30%.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOEBachelor's degree or 5+ years related experience, knowledge of treasury products, client interaction and problem resolution skills, Microsoft Project/PowerPoint/Excel and collaboration tools, ability to manage projects and coordinate cross-functional teams.
Microsoft Project, Microsoft PowerPoint, Microsoft Excel, WebEx, Zoom
Oakworth Capital BankOTCQX: OAKC: Provides private banking, commercial banking, and wealth management services.
5+ YOELead and develop lobby/client support teams, ensure compliance with bank policy, handle daily client transactions and inquiries, 5+ years related experience, high school diploma, proficiency with Horizon/core banking and Microsoft Office.
Vanguard: Provides mutual funds, ETFs, and investment management services.
5+ YOEMinimum five years related experience, leadership to coach teams, strong analytical and decision-making skills, operations experience preferred, effective communication and stakeholder management, balance risk mitigation with client experience.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh School Diploma and 1 year related experience required; Bachelor’s preferred. Proficiency in Microsoft Office, basic math, and Life & Health License (or obtained within 90 days).
Microsoft Office, Document Management System (DMS)
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
2+ YOEHigh school diploma/GED, 2 years related experience (treasury management, commercial call center, client service or operations). MS Office proficiency, excellent communication, customer service orientation, banking knowledge, regulatory compliance awareness.
Appalachian State University: A public university providing academic degree programs and research.
Valid driver’s license, ability to pass background check, strong communication, organization, and interpersonal skills; able to work with diverse groups and independently or in a team; manage client interactions.
MAC, Google Applications, Microsoft Office, Adobe Acrobat, InDesign
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
7+ YOEBachelor's in marketing/communications/business or equivalent, 7+ years related experience, consumer/commercial banking marketing experience, budget management and team leadership, strong communication and analytics skills.
AssetMark: Provides wealth management technology and investment solutions for advisors.
8+ YOEBachelor's degree in finance, economics, business, or related field; 8+ years in wealth management or investment management; portfolio construction, capital markets, high-net-worth wealth management, and communication expertise.
McAdams: Provides civil engineering, land planning, and landscape architecture services.
5+ YOEBachelor's degree in a related field, 5+ years business development experience in the A/E/C industry, proven revenue growth track record, industry organization leadership, strong communication and presentation skills, proficiency with Microsoft Office Suite and CRM software, ability to travel as needed.
New York City or Boston or Charlotte or Chicago or Houston or Nashville or Philadelphia
OnsiteFull Time
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
8+ YOEBA or equivalent,8+ years investment-related experience,ability to represent multi-asset portfolios,strong quantitative and communication skills,experience with Microsoft PowerPoint and Excel;CFA/CAIA a plus.
Louisville or Charlotte or Birmingham or Lenexa or Cedar Falls or Allen or Springfield or Monett
RemoteFull Time
Jack HenryNASDAQ: JKHY: Technology and payment processing solutions for financial institutions.
4+ YOE4+ years in financial institutions or related finance roles, asset/liability management or financial reporting experience, ability to perform software installations, consult at C-suite level, and travel up to 10%.
Trane TechnologiesNYSE: TT: Global provider of heating, ventilation, and air conditioning solutions.
2+ YOE2+ years related experience (or 3 years with HS), strong customer orientation, communication, problem solving, financial acumen, valid driver’s license, ability to visit customer sites.
American Red Cross: Provides disaster relief, emergency assistance, and blood donation services.
3+ YOEHigh school diploma required; 3+ years related experience in blood banking/collections, lab testing, medical records, auditing, or quality review; intermediate to advanced Microsoft Office/Windows skills; strong written and verbal communication.
Client Service Coordinator - Banfield of Charlotte University
Charlotte, North Carolina, United States
$15-$19/hrOnsitePart Time
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOE1 year related experience required; strong customer service, communication, computer and math skills; ability to multitask, stand, lift up to 50 lbs, and interact safely with animals.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3+ YOE3+ years related experience; order/project management; proficiency with Microsoft Excel and PowerPoint; strong communication, organization, pricing and vendor coordination skills.
Doeren Mayhew: Provides accounting, tax and strategic business advisory services.
2+ YOEBachelor's in accounting or related field, 2+ years public accounting audit experience, CPA preferred/eligible, financial institution audit preferred, proficiency with Microsoft Office, Engagement, and Knowledge Coach.
Minneapolis or Atlanta or Charlotte or Cincinnati or Brookfield or Tempe or Saint Louis
$82k-$96k/yrHybridFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, project management skills, treasury or financial services knowledge preferred, strong communication and analytical skills, proficiency with Microsoft Office.