39 client services specialist jobs at 29 companies in Carrboro, NC
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Client Specialist
Raleigh, North Carolina, United States
HybridFull Time
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
3w
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Client Specialist
Chapel Hill, North Carolina, United States
OnsiteFull Time
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
1d
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Client Experience Specialist
Westlake or Durham
OnsiteFull Time
1+ YOERequires 1–2 years of telephone customer service experience, strong communication, problem-solving, organization, multitasking, and proficiency with Windows and named software applications.
Microsoft Word, Microsoft Excel, Windows, FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, Microsoft Outlook, Microsoft Teams, RepApp, Xelerate
1d
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Client Experience Specialist
Westlake or Durham
OnsiteFull Time
1+ YOERequires 1–2 years of telephone customer service experience, strong communication, problem-solving, organization, multitasking, and proficiency with Windows, Microsoft Word, Excel, and named business applications.
Windows, Microsoft Word, Microsoft Excel, FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, Microsoft Outlook, Microsoft Teams, RepApp, Xelerate
1mo
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Client Service Specialist (Teller)
Raleigh, North Carolina, United States
OnsiteFull Time
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.
Microsoft Office
3w
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Wealth Client Specialist
Greensboro, North Carolina, United States
OnsiteFull Time
0+ YOEBachelor's degree (or HS/GED with 4 years experience) in sales/customer service/operations; preferred banking or wealth management experience.
2w
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Specialist, Client Processing
Berwyn or Raleigh
$52k-$73k/yr OnsiteFull Time
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.
Microsoft Excel, Microsoft Outlook
3w
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Client Service Specialist - Personal Lines Insurance
Greensboro, North Carolina, United States
HybridFull Time
5+ YOEBachelor's or equivalent, 5 years insurance experience, appropriate insurance license(s), strong client relations and communication, Microsoft Office proficiency, occasional travel overnight.
Microsoft Office
1mo
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Client Service Specialist (Teller)
Raleigh, North Carolina, United States
OnsiteFull Time
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.
Microsoft Office
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Client Success Specialist (Durham, NC)
Durham, North Carolina, United States
HybridFull Time
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%.
Microsoft Office, LIS, Neo systems
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Client Service Specialist - Remote (Raleigh, NC or Charlotte, NC)
Raleigh or Charlotte
RemotePart Time
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)
1w
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Specialist II - Client Service Representative (Capital Boulevard Branch)
Raleigh, North Carolina, United States
$18-$29/hr OnsiteFull Time
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.
1w
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Specialist II - Client Service Representative (Capital Boulevard Branch)
Raleigh, North Carolina, United States
$18-$29/hr OnsiteFull Time
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.
2d
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Client Specialist with Athletic Background
Greensboro, North Carolina, United States
$81k-$137k/yr OnsiteFull Time
Bachelor's degree in finance, business, or a related field preferred. Insurance or financial services experience beneficial but not required. Strong communication, interpersonal, analytical, and relationship-building skills required.
1d
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Financial Specialist
Raleigh, North Carolina, United States
OnsiteFull Time
5+ YOEHigh school diploma or equivalent, five years of financial services or related experience, Microsoft Office proficiency, banking regulations knowledge, and strong client service, communication, analytical, and organizational skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Downsizing Specialist
Chapel Hill or Raleigh or Durham or Cary or Apex or Wake Forest or Morrisville or Holly Springs or Hillsborough or Fuquay-Varina
$19/hr FieldPart Time
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.
2w
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Customer Service Specialist
Greensboro, North Carolina, United States
$17/hr OnsiteFull Time, Part Time
0+ YOE0–2 years related experience; team-oriented, adaptable, reliable; handle face-to-face,email,and telephone customer interactions; record client interactions as needed.
3mo
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Customer Success Specialist
Greensboro, North Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree or related field; 3+ years client relations; B2B experience preferred; CRM experience.
2w
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Relaxation Specialist ( Reiki , Yoga Instructor, Meditation Specialist) 1099 Contractor
Apex, North Carolina, United States
$60-$120/hr OnsiteMultiple Commitments Available
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.
1mo
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LICENSING SPECIALIST (53456)
Raleigh, North Carolina, United States
FieldFull Time
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.
Microsoft Applications, Echo/Binti
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