22 client services specialist jobs at 17 companies in Wilson, NC
1mo
Save
Mark Applied
Hide
1mo
Client Services Specialist
Rocky Mount, North Carolina, United States
OnsiteFull Time
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.
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
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.
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.
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.
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.
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.
Advisor Productivity & AI Tools Product Specialist
Raleigh, North Carolina, United States
OnsiteFull Time
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.
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.
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.
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.
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.
Community Support Team (CST) Peer Support Professional (4164)
Raleigh or North Carolina
$36k-$46k/yrFieldFull Time
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
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.