48 client representative jobs at 33 companies in Indian Trail, NC
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Client Service Representative
Charlotte, North Carolina, United States
$16-$20/hrOnsiteFull Time
GoodVets: Operates a network of partner-owned, modern veterinary hospitals.
Front-desk customer service for veterinary clients; managing phone calls and multi-line systems, scheduling, processing payments, and coordinating with clinical staff. Evening and weekend availability required; prior vet/medical front-desk experience preferred.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Driving client and pet flow through the hospital, maximizing team productivity, coordinating care, ensuring clear communication, and delivering a welcoming client experience.
Charlotte Animal Referral & Emergency: 24-hour emergency and specialty veterinary hospital for pets.
2+ YOE2+ MgmtHigh school diploma, 2 years managerial/supervisory experience, customer service and computer proficiency, veterinary experience preferred, strong communication and emotional intelligence.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed or willing to obtain an insurance license; strong communication, interpersonal, and time-management skills; self-motivated and results-driven; basic CRM/computer skills.
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.
Ultra High Net Worth Client Case Representative, Senior Associate
Charlotte, North Carolina, United States
$84k-$92k/yrHybridFull Time
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOE3+ years financial services experience, undergraduate degree or equivalent, active SIE and Series 7 and Series 66 (or obtain within 90 days), client service and consultative skills.
Lead Enterprise Client Service Representative, Spectrum Business
Charlotte, North Carolina, United States
OnsiteFull Time
Charter CommunicationsNASDAQ: CHTR: Provides broadband connectivity, cable, and mobile communication services.
4+ YOE4+ years commercial sales/CRM and billing experience, 3+ years CSR experience, 2+ years data entry; bachelor\u0002s or equivalent; strong communication, Excel/PowerPoint/Word, CRM and telecom call center experience.
Salesforce, Siebel, CSG, ICOMS, Oracle, CRM, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Windows
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.
Ally Invest - Trading and Client Service Representative - Series 7 & 63
Charlotte or Weaverville or Lewisville
$62k-$75k/yrHybridFull Time
Ally FinancialNYSE: ALLY: Digital financial services provider specializing in auto financing and banking.
0+ YOEFINRA Series 7 and 63 or 66 required, ability to register in all states, high school diploma or GED, experience with trading platforms and Microsoft Office, strong phone and written communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Windows 7, WindowsXP, Mac OS X, desktop trading tools
Best Version Media: Publishes hyper-local community magazines and provides digital marketing solutions.
Experience negotiating and closing sales; familiarity with digital and print advertising a plus; reliable vehicle, laptop, phone, and internet recommended for in-person client meetings.
Winston Salem or Charlotte or Ann Arbor or Kalamazoo or Lansing or Beaufort or Charleston or Florence or Madison or Norfolk or Peoria or Champaign
OnsiteFull Time
Adams Outdoor Advertising: Provides out-of-home advertising solutions via static and digital billboards.
Sell and manage small accounts for outdoor advertising, prepare contracts, handle call-ins, and maintain client relationships; valid driver’s license required; strong communication and sales skills.
The Good Feet Store: Manufacturer and retailer of personally fitted arch supports.
Customer-focused sales role requiring strong communication, presentation, and interpersonal skills; ability to engage clients, demonstrate arch support products, meet sales goals, and work flexible schedules.
ALKU: Specialized consulting and workforce solutions provider.
Entry-level sales role; no specific background required. Must work phones, book meetings, chase leads, meet metrics, manage client and consultant relationships. Must be authorized to work in the U.S.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63+65 or 66 licensure, 1+ years client experience in financial services, strong phone-based relationship and transaction skills, proficient with Microsoft Office and web applications.
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
Coachable, self-disciplined sales candidate with growth mindset; comfortable setting appointments, meeting clients virtually or in-person, and following sales training and lead systems.
HairClub: Provides hair restoration, replacement, and regrowth services.
Proven consultative closing skills with ability to engage inbound leads, overcome objections, and convert consultations; goal-driven and coachable; strong verbal communication and client-focus.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Active or quickly obtainable SIE and Life/Health licenses, strong client-facing and leadership potential, sales orientation, willingness to recruit and develop others.