37 client services specialist jobs at 27 companies in Chapel Hill, 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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires 1–2 years of telephone customer service experience, strong communication, problem-solving, organizational, multitasking, and time-management skills, plus proficiency with Microsoft products and Windows environments.
Microsoft Word, Microsoft Excel, FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, Microsoft Outlook, Microsoft Teams, RepApp, Xelerate, Windows
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.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
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.
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
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.
Atlanta or Princeton or Austin or Pittsburgh or Los Angeles or London or Harrisburg or Boston or Berwyn or Houston or New Orleans or Detroit or Philadelphia or Portland or Dallas or Charlotte or New York or Washington, D.C. or Cincinnati or San Francisco or Stamford or San Diego or Providence or Hartford or Orange County or Richmond or Virginia Beach or Wilmington or Chicago or Miami or Raleigh or Rochester or West Palm Beach
$50k-$85k/yrHybridFull Time
Troutman Pepper Locke: Provides legal representation and advisory services to global businesses.
3+ YOE3+ years law firm billing experience; proficient with Microsoft Word and Excel; experience with Aderant/CMS preferred; bachelor\u0002s degree or equivalent; strong written and oral communication and client service skills.
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
0+ YOE0–2 years related experience; team-oriented, adaptable, reliable; handle face-to-face,email,and telephone customer interactions; record client interactions as needed.
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.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
1+ YOERequires 1–3 years of investment, fiduciary, trust, banking, financial planning, or client service experience, investment and banking knowledge, problem-solving, communication, and relationship management skills.