278 client services manager jobs at 141 companies in Monroe, NC
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Manager, Client Tech Services
Tempe or Fort Mill or Charlotte or San Diego
$77k-$128k/yrOnsiteFull Time
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOE3+ MgmtPeople manager with 3+ years leading teams (10+), 1+ year in strategy/operations, 2+ years Excel experience; strong communication, analytical, and risk management skills.
Charter CommunicationsNASDAQ: CHTR: Provides broadband connectivity, cable, and mobile communication services.
4+ YOEBachelor's preferred; 4+ years telecom or sales client services experience; proficiency with Microsoft Office and Salesforce; knowledge of relational databases; valid driver's license; up to 40% travel.
Amwins: Wholesale insurance distributor and group benefits administrator.
2+ YOE2+ MgmtBachelor's degree or equivalent experience, insurance background, 2+ years people management, strong communication, analytical skills, and proficiency with Microsoft Office and Microsoft 365.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft 365
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
5+ YOE5+ years client-facing project management experience; strong communication, stakeholder management, team leadership, problem solving, and ability to manage multiple priorities in fast-paced environments.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOE1+ MgmtBachelor's +5 years client service/claims OR HS/GED +10 years, 1+ year supervisory experience, appropriate licensing as required, strong communication, financial acumen, and technology proficiency.
American City Business Journals: Publishes local business news and information across the United States.
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.
Charlotte or Chicago or Plano or Indianapolis or Irvine or Tempe
$105k-$165k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
6+ YOE6+ years client-facing experience, knowledge of Treasury Services/Custom Card products, data analytics and change management, project management, people management and coaching, strong presentation and influencing skills.
Nextep: Provides human resources, payroll, and benefits for small businesses.
Client account management with strong customer experience focus; bachelor's degree preferred; high school diploma required; experience working with high-level officials.
IntappNASDAQ: INTA: Cloud business management software for professional and financial services.
Bachelor's or equivalent experience; hands-on experience with Freshservice, PSA tooling (OpenAir, SuiteProjects Pro, etc.), Jira, Salesforce, SharePoint; strong Excel and data skills; service mindset, attention to detail, and ability to manage SLAs.
Freshservice, OpenAir, Jira, Smartsheet, Intapp Time, Salesforce, DealCloud/OP4i, SharePoint, SuiteProjects Pro, Katana, Certinia, Tableau, Microsoft Excel
DoubleTree by Hilton Charlotte City Center: Full-service hotel providing lodging, dining, and event spaces.
2+ YOEMinimum 2 years hotel conference/catering/event management experience; experience with Delphi or Amadeus preferred; strong organization, communication, and client-relations skills; proficiency in Microsoft Office.
Delphi, Amadeus Sales & Catering, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
5+ YOE5+ years payments/treasury/commercial banking experience, strong consultative and relationship management skills, ability to lead cross-functional initiatives and manage complex client relationships.
Dragonfly Pond Works: Provides professional stormwater management and maintenance services for aquatic systems.
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
First American FinancialNYSE: FAF: Provides title insurance and settlement services for real estate.
5+ YOE5+ years servicing/subservicing experience, BS preferred, experience with Black Knight, strong MS Office skills, client relationship management, reporting and project management, background/credit/drug checks required.
Cox Enterprises: Providing global communications, automotive services, and media solutions.
2+ YOEBachelor's or equivalent experience, minimum 2 years related experience, strong client management, problem-solving, communication, data analysis, and ability to lead cross-functional efforts.
Atlanta or Charlotte or Raleigh or Greenville or Richmond or Norfolk
$90k-$150k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
5+ YOEProvides tax compliance and consulting for high-net-worth clients; manages engagements, conducts advanced research, supervises staff, and advises on estate, trust, gift, and income tax matters.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
United States or Atlanta or Richmond or Raleigh or Fort Lauderdale or Austin or Orlando or Charlotte or Coral Gables or Houston or Tysons Corner or Greenville or Tampa or Nashville or Virginia Beach or Rockville or Chicago or Pittsburgh
$115k-$130k/yrRemoteFull Time
Cherry Bekaert: Provides accounting, tax, and business advisory services to organizations.
3+ YOE3+ years in client success/account management in B2B software or professional services; proven renewals and expansion track record; working knowledge of Sage Intacct or comparable ERP; strong accounting understanding; CRM proficiency; excellent communication.