49 client services specialist jobs at 30 companies in Monroe, 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+.
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.
CityVet: Provides veterinary medical care, grooming, and boarding for pets.
High school diploma or GED, age 18+, strong customer service and communication, multitasking and organizational skills; veterinary or medical reception experience a plus.
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
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.
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 and procedures, cash handling preferred, strong communication and critical thinking.
Charlotte Family Housing: Empowering families experiencing homelessness to achieve long-term self-sufficiency.
1+ YOEHigh school diploma, 1+ year administrative or customer service experience; human services or victim services experience preferred; strong communication and trauma-informed approach; Spanish fluency preferred.
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%.
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
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.
Atlanta or Pittsburgh or Los Angeles or North America or Boston or Houston or New Orleans or Philadelphia or Dallas or Charlotte or Washington, D.C. or San Francisco or Providence or San Diego or Orange County or Richmond or Virginia Beach or Chicago or Miami or Rochester or West Palm Beach
$60k-$95k/yrOnsiteFull Time
Troutman Pepper Locke: Provides legal representation and advisory services to global businesses.
2+ YOEBachelor's degree or equivalent experience, 2+ years of eBilling experience, Microsoft Excel proficiency, strong communication, client service, problem-solving, prioritization, and deadline management skills.
Microsoft Excel, BillBlast, eBillingHub, Aderant/CMS
Mark Spain Real Estate: Real estate brokerage and client-focused services provider
3+ YOE3+ years in real estate, sales operations, or related client-facing role; 20+ real estate transactions in last 3 years; CRM/productivity tools proficiency; real estate license; Bachelor's degree preferred.
Hendrick Automotive Group: Operates a network of automotive dealerships and service centers.
Prior sales or customer service experience preferred, high school diploma desired, valid driver’s license, intermediate Microsoft Office skills, strong communication and attendance, ability to stand and drive during shifts.