26 client services specialist jobs at 21 companies in Butner, NC
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Client Specialist
Raleigh, North Carolina, United States
HybridFull Time
Delta Dental of North Carolina: Provides dental insurance plans and oral health benefit programs.
0.5+ YOEBachelor’s degree in marketing, business administration, or related field plus 6 months’ sales, customer service, or administrative experience; Microsoft Office proficiency, communication skills, driver’s license, and travel required.
Microsoft Word, Microsoft Excel, Salesforce, Producer Toolkit
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, Microsoft Office proficiency, and strong communication and organizational skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
Bank OZKNASDAQ: OZK: A regional bank providing retail and commercial financial services.
1+ YOEHigh school diploma or equivalent, 1+ year customer-facing experience, knowledge of bank products, cash handling preferred, strong communication, customer service, confidentiality, and Microsoft Office skills.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
0+ YOE0-3 years financial services operations experience preferred, bachelor’s degree preferred, proficiency with Microsoft Excel and Outlook, strong attention to detail, analytical and communication skills, comfort with AI-enabled tools.
Bank OZKNASDAQ: OZK: Provides regional commercial banking and diverse financial services.
1+ YOEHigh school diploma or equivalent, 1+ year customer-facing experience, knowledge of bank products and cash handling, strong communication and critical thinking, ability to follow procedures and travel to other locations.
2+ YOE2+ years customer service or sales support experience preferred, bachelor’s degree preferred, strong typing/data entry and MS Office skills, database experience, excellent communication, ability to travel up to 20%.
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)
Specialist II - Client Service Representative (Capital Boulevard Branch)
Raleigh, North Carolina, United States
$18-$29/hrOnsiteFull Time
Atlantic Union BankNYSE: AUB: Provides retail and commercial banking and wealth management services.
1+ YOEHigh school diploma or GED and at least one year of client service or cross-trained teller experience. Requires customer service, communication, computer, multitasking, and cash-handling skills.
Specialist II - Client Service Representative (Capital Boulevard Branch)
Raleigh, North Carolina, United States
$18-$29/hrOnsiteFull Time
Atlantic Union BankNYSE: AUB: Regional bank providing commercial, consumer, and wealth management services.
1+ YOEHigh school diploma or GED, 1+ year of client service or cross-trained teller experience, customer service and communication skills, computer proficiency, cash handling preferred, and ability to lift 30 pounds.
Chapel Hill or Raleigh or Durham or Cary or Apex or Wake Forest or Morrisville or Holly Springs or Hillsborough or Fuquay-Varina
$19/hrFieldPart Time
The Downsizers: Provides full-service move management and downsizing support for seniors.
Support client downsizing and relocation: hands-on packing, sorting, lifting up to 35 lbs, valid driver’s license, high school diploma, strong communication and attention to detail.
Waxing the City: Specialized studios offering professional body and facial waxing services.
Current state esthetician or cosmetologist licensure required; strong communication, time management, customer service, and client-retention skills; passion for waxing and flexibility to work salon shifts.
Personify Health: Personalized health navigation and wellness engagement platform.
Current certification in yoga, massage, Reiki or related discipline; experience leading individuals/groups in relaxation techniques; strong facilitation and client-facing skills; punctual and reliable.
Children's Home Society of North Carolina: Provides adoption, foster care, and family preservation services.
2+ YOEBachelor's in social work or related required (Master's preferred); 2-5 years child welfare experience; TIPS-MAPP/Deciding Together and state foster care licensing training preferred; intermediate Microsoft and client database skills; valid NC driver and frequent travel.
Valid driver’s license and clean driving record, availability for early-morning or evening shifts, ability to perform physical work, reliable attendance, good communication and client skills.
Advisor Productivity & AI Tools Product Specialist
Raleigh, North Carolina, United States
OnsiteFull Time
CAPTRUST: Provides investment advisory and retirement plan consulting services.
6+ YOEBachelor's degree or equivalent,6+ years client-service experience preferred,experience with wealth/advisor technology,CRM and workflow tools,vendor evaluation,requirements gathering,and strong communication skills.
Advyzon: Cloud-based all-in-one technology platform for financial advisors.
2+ YOE2+ years client or technical support experience in FinTech/SaaS, strong financial product knowledge, CRM and support tool experience, excellent communication and problem-solving skills.
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
1+ YOEEntry-level role managing existing investment relationships. Requires either a bachelor's degree plus 1 year in registered securities representative or high school/GED plus 5 years; state life and health insurance licenses required; Series 7/63/65/66 preferred; knowledge of investments and client service experience preferred.
USI Insurance Services: Insurance brokerage and risk management consulting services.
3+ YOEOutside sales role serving high net worth clients; 3+ years in high net worth/personal insurance sales or service; active property-casualty license; 50%+ travel; college degree preferred.
Employment Specialist/Job Coach FT Burlington Area
Greensboro or Burlington
$15/hrFieldFull Time
LIFESPAN Services: Providing education and residential services for individuals with disabilities.
Must be 18+, HS/GED, pass criminal and healthcare registry checks; First Aid/CPR certification required; ability to lift 40 lbs; willingness to work flexible hours including nights, weekends, and overtime; pass driving record check if transporting clients.
GloLoft: Provides professional sugaring, airbrush tanning, and waxing services.
Current North Carolina esthetics or cosmetology license required; waxing/sugaring experience preferred; comfortable working evenings and weekends; strong client service, cleanliness, and professionalism.