22 client services specialist jobs at 17 companies in Wilson, NC

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Client Services Specialist
Rocky Mount, North Carolina, United States
OnsiteFull Time
Bailey's Fine Jewelry
Bailey's Fine Jewelry: Retailer of high-end jewelry, designer collections, and luxury watches.
Strong organizational skills, attention to detail, multitasking, teamwork, strong communication, flexibility to work weekends/holidays; prior retail or administrative experience preferred.
6d
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Client Specialist
Raleigh, North Carolina, United States
HybridFull Time
Delta Dental of North Carolina
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
1mo
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Client Service Specialist (Teller)
Raleigh, North Carolina, United States
OnsiteFull Time
Bank OZK
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.
Microsoft Office
2w
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Specialist, Client Processing
Berwyn or Raleigh
$52k-$73k/yr OnsiteFull Time
BNY
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.
Microsoft Excel, Microsoft Outlook
1mo
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Client Service Specialist (Teller)
Raleigh, North Carolina, United States
OnsiteFull Time
Bank OZK
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.
Microsoft Office
5d
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Client Service Specialist - Remote (Raleigh, NC or Charlotte, NC)
Raleigh or Charlotte
RemotePart Time
OneDigital
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)
4d
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Specialist II - Client Service Representative (Capital Boulevard Branch)
Raleigh, North Carolina, United States
$18-$29/hr OnsiteFull Time
Atlantic Union Bank
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.
4d
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Specialist II - Client Service Representative (Capital Boulevard Branch)
Raleigh, North Carolina, United States
$18-$29/hr OnsiteFull Time
Atlantic Union Bank
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.
3w
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Peer Support Specialist
Washington, North Carolina, United States
FieldFull Time
Start Wellness
Start Wellness: Providing community-based mental and behavioral health services in North Carolina.
Must be a certified peer support specialist in recovery, have a high school diploma/GED, be supervised by a Qualified Professional, maintain valid NC driver\u0002s license and background checks, and document client care.
Microsoft Word, Microsoft Excel, Google
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
The Downsizers
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.
3w
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Waxing Specialist/Cerologist®
Cary, North Carolina, United States
$3k-$6k/mo OnsiteFull Time
Waxing the City
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.
1mo
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LICENSING SPECIALIST (53456)
Raleigh, North Carolina, United States
FieldFull Time
Children's Home Society of North Carolina
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.
Microsoft Applications, Echo/Binti
1mo
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Advisor Productivity & AI Tools Product Specialist
Raleigh, North Carolina, United States
OnsiteFull Time
CAPTRUST
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.
Dynamics 365, Jira, Azure DevOps, Visio
3w
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Data Service Group Specialist - Raleigh
Raleigh, North Carolina, United States
$60k-$70k/yr OnsiteFull Time
Advyzon
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.
Salesforce, RedTail, HubSpot, Jira, CRM
1mo
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Investment Retention Specialist
Raleigh, North Carolina, United States
OnsiteFull Time
First Citizens Bank
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.
2mo
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Personal Risk Specialist - NC - Raleigh
Raleigh, North Carolina, United States
OnsiteFull Time
USI Insurance Services
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.
MS Office
1mo
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Licensed Esthetician Waxing Specialist
Brier Creek or Raleigh
$30-$50/hr OnsiteFull Time, Part Time
GloLoft
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.
4d
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Community Support Team (CST) Peer Support Professional (4164)
Raleigh or North Carolina
$36k-$46k/yr FieldFull Time
ncgCARE
ncgCARE: Operates a network of community-based behavioral healthcare service providers.
Peer Support Specialist certification, two years of sustained recovery, NVCI certification, valid driver's license, automobile insurance, client-rights and confidentiality training, and U.S. work authorization required.
Permanent Supportive Housing, CBT, MI, Harm Reduction, Sydney app, Anthem, HSA, FSA, Delta Dental, EyeMed, Empower, Roth IRA, E-Verify, ADA
2w
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Brain Injury Case Manager
Wake Forest, North Carolina, United States
FieldFull Time
Neuro Community Care
Neuro Community Care: Provides community-based case management for neurological conditions.
Bachelor's degree in related field required; must achieve Brain Injury Specialist certification within 1 year; valid driver's license; CPR and First Aid; ability to travel domestically; office documentation and client advocacy skills.