49 client services specialist jobs at 34 companies in Albemarle, NC
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Client Specialist
Charlotte, North Carolina, United States
$14/hrOnsitePart Time
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Strong hospitality and communication skills, availability for mornings/afternoons/evenings/weekends/holidays, ability to perform cleaning, POS transactions, and light physical tasks; must be 18+.
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
2+ YOEHigh school diploma or equivalent and 2 years of related experience in treasury management, commercial call center, client service, or operations. Requires MS Office expertise, English proficiency, communication, and problem-solving skills.
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOERequires 3+ years of financial client service experience; a university degree is preferred. Experience with trust operations, transactions, reconciliations, compliance, and client relationship management is relevant.
Bank OZKNASDAQ: OZK: A regional bank providing retail and commercial financial services.
1+ YOEHigh school diploma required (bachelor’s preferred); 1+ year customer service experience; knowledge of bank products preferred; cash-handling preferred; Microsoft Office proficiency; effective verbal and written communication.
Client Relationship Specialist - South Charlotte, NC
Charlotte, North Carolina, United States
$24-$35/hrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOERequires 1+ year of client-facing or customer service experience, strong attention to detail, active listening, collaboration, adaptability, coachability, and task-prioritization skills.
Akerman: Provides legal representation and advisory services to business clients.
4+ YOEBachelor's degree, 4+ years business development/marketing experience (AmLaw 100 or professional services preferred), strong communication, attention to detail, and proficiency in MS Excel, Word, PowerPoint, and Adobe.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
High school diploma or equivalent, proficiency with Microsoft Office, strong communication, organization, and client service skills; P&C license and industry experience are preferred.
Bank OZKNASDAQ: OZK: Provides regional commercial banking and diverse financial services.
1+ YOEHigh school diploma, 1+ year customer-facing experience, knowledge of bank products, cash-handling preferred, strong communication and confidentiality, proficiency with Microsoft Office.
Relation Insurance: Provides insurance brokerage and risk management services.
1+ YOEHigh school diploma, 1+ year customer service experience, computer and Microsoft Office proficiency, personal lines insurance knowledge, communication skills, and ability to manage deadlines and multiple tasks.
Microsoft Office Suite, Microsoft Excel, Agency Management System
Reynolds and Reynolds: Provides software and services for automotive retailers.
Bachelor's degree or equivalent experience; valid driver’s license with limited violations; strong communication, organization, and time-management skills; ability to travel overnight up to 80%.
Charlotte Family Housing: Empowering families experiencing homelessness to achieve long-term self-sufficiency.
Provide trauma-informed intake, assessment, case management, crisis intervention, safety planning, recordkeeping, and community referrals; high school diploma/GED required; Spanish preferred; transportation access required.
Client Support Specialist - Greater Charlotte, NC Area (REMOTE)
Charlotte or Huntersville or Charlotte or Ballantyne
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOERequires Series 7, 2–3 years of financial services experience, financial planning knowledge, customer service and problem-resolution skills, technological savvy, and consultative communication abilities.
Client Service Specialist - Remote (Raleigh, NC or Charlotte, NC)
Raleigh or Charlotte
RemotePart Time
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
2+ YOERequires strong communication, organization, attention to detail, independence, Microsoft Office proficiency, and customer service skills; 2+ years of applicable experience preferred.
Microsoft CRM, Microsoft Office, Artificial Intelligence (AI)
ProAssuranceNYSE: PRA: Specialty insurance for healthcare, legal, and workers' compensation.
2+ YOEBachelor’s degree and at least two years of workers’ compensation insurance experience. Requires strong communication, analytical, time management, problem-solving, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft SharePoint
Client Delivery - Business Relationship Support Specialist
Charlotte, North Carolina, United States
$60k-$91k/yrHybridFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOEBilingual Spanish/English,2+ years client service or relationship support experience,knowledge of AML/KYC and treasury products,advanced Microsoft Office skills,strong communication and problem-solving.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Copilot
National Center on Institutions and Alternatives: Provides residential, educational, and vocational services for disadvantaged individuals.
Provide client-centered case management, connect clients to community resources, develop IEDPs, document services, and support compliance; high school required, experience in case management or workforce development preferred.
10+ YOEBachelor's degree or equivalent; 10 years in enterprise software/cloud/AI business roles; experience identifying AI use cases and working with financial services clients; strong executive relationship and account development skills.
Monarch: Provides mental health and developmental disability support services.
High school diploma, valid US driver\u0000s license, experience with adults with mental health or developmental disabilities preferred; ability to document, support, and transport clients.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Requires 1+ year collaborating with customers, intermediate written and verbal communication skills, computer proficiency, and ability to navigate multiple systems while supporting clients by phone and email.