47 client services specialist jobs at 33 companies in Graham, 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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
High school diploma or equivalent, strong verbal and written communication, basic computer skills, flexibility for overtime, and ability to work in a fast-paced environment. Collections, client service, or sales experience preferred.
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.
Hearst: Provides diversified media, information, and business services worldwide.
Requires strong organization, attention to detail, communication, Microsoft Office proficiency, multitasking, and collaboration. Advertising sales or media operations experience is preferred; media system experience is a plus.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, WideOrbit, AdBook
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, cash handling preferred, strong communication and computer skills.
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.
HdL Companies: Provide revenue management and software solutions for local governments.
High school diploma, strong client-service and communication skills, ability to manage high call volumes, research and resolve taxpayer inquiries, understand municipal codes, and meet productivity and quality standards.
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.
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.