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
1mo
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Client Associate
Charlotte, North Carolina, United States
OnsiteFull Time
SIE, Series 7 and Series 66 (or willing to obtain); proficiency with Microsoft Office; exceptional interpersonal, communication and organizational skills; professionalism and discretion when handling sensitive client information.
Microsoft Office
1mo
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Client Service Coordinator
Charlotte, North Carolina, United States
$15-$19/hr OnsiteFull Time
Provide exceptional client service, promote hospital services and wellness plans, complete client and pet intake, process transactions, schedule appointments, and perform administrative tasks.
1mo
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Client Success Officer
Charlotte or Chicago or Tempe or Plano or Indianapolis
$105k-$165k/yr OnsiteFull Time
5+ YOEBachelor’s degree or 5+ years equivalent experience in business operations/client services; knowledge of treasury products; client management and problem resolution skills; Microsoft Project/PowerPoint/Excel and collaboration tools; PMP preferred.
Microsoft Project, Microsoft PowerPoint, Microsoft Excel, WebEx, Zoom
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
3mo
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Client Services Partner
Charlotte or The Woodlands
OnsiteFull Time
5+ YOESenior client services leader with 5+ years in account management or business development in B2B or services.
3w
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Client Service Coordinator - Blakeney
Charlotte, North Carolina, United States
$15-$19/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative and financial tasks, promote hospital services and Optimum Wellness Plans, and communicate clearly with clients and team.
2w
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Client Success Manager
Charlotte, North Carolina, United States
HybridFull Time
Client account management with strong customer experience focus; bachelor's degree preferred; high school diploma required; experience working with high-level officials.
3w
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Client Success Manager
Charlotte, North Carolina, United States
$55k-$59k/yr OnsiteFull Time
Strong client service, decision-making, attention to detail, time management, written and oral communication, ability to learn quickly, and work independently or in teams; interest in digital media.
Sales Hub
3mo
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOESupports Wealth Management Group; requires SIE/Series 7 with 66 preferred; 5 years in financial services; bachelor's or associate degree; experience with client relationship management systems.
Salentica, Microsoft Office, Schwab, First Clearing, custodian systems
1mo
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Client Leader | Higher Education
Charlotte, North Carolina, United States
OnsiteFull Time
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%.
3mo
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Client Relationship Manager
Charlotte, North Carolina, United States
$65k-$90k/yr HybridFull Time
Client relationship management experience; strong written and verbal communication; ability to work with executives; licensed or willing to obtain FINRA 6, 63, SIE and Life/Health licenses; valid driver's license.
CRM systems, Salesforce
1mo
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Client Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
Sell new and used vehicles, meet sales goals, maintain customer satisfaction and CSI, complete sales paperwork, and demonstrate strong communication and Microsoft Office skills; valid driver’s license required.
Microsoft Office
1d
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Client Manager
Atlanta or Charlotte
$104k-$127k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, typically 5-7 years relevant experience, thorough knowledge of corporate trust, account management, regulatory requirements, and strong communication and problem-solving skills.
1mo
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Client Relations Executive
Charlotte or Tampa or Nashville or Atlanta or Dallas or Indianapolis
FieldFull Time
5+ YOEHigh school diploma, 5+ years sales and operations experience in janitorial or facilities, business-level English, MS Office and Salesforce familiarity, leadership and client relationship skills; frequent travel (50–70%).
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Salesforce, Customer Relationship Management (CRM)
6d
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Client Service Manager
Charlotte, North Carolina, United States
$65k-$75k/yr FieldFull Time
2+ YOE2+ years client-facing experience in stormwater/environmental or landscaping preferred; sales or customer-service experience; proficiency with Microsoft Excel, PowerPoint, and Word; valid driver\u0000's license and ability to lift 50 lbs.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1mo
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Client Relations Executive
Charlotte or Tampa or Nashville or Atlanta or Dallas or Indianapolis
FieldFull Time
5+ YOEHigh school diploma, minimum 5 years sales and operations experience in janitorial or facilities industry, business-level English, Microsoft Office and Salesforce experience, leadership and client retention skills; frequent travel (50–70%).
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Salesforce, Customer Relationship Management (CRM)
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
3w
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Client Support Lead, Banking
Charlotte, North Carolina, United States
OnsiteFull Time
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.
Horizon, Microsoft Office Suite
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