4 client solutions manager jobs at 2 companies in Thomasville, NC
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC
Winston Salem, North Carolina, United States
OnsiteFull Time
Ability to obtain SIE, Series 7 and Series 66 licenses; comfortable in a sales role; strong communication, time management, regulatory diligence, and client relationship skills.
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Zuora Solution Architect - Manager
Irvine or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Albany or Toledo or Atlanta or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Melville or Miami or Milwaukee or Minneapolis or Nashville or New Orleans or New York or Philadelphia or Phoenix or Pittsburgh or Portland
$99k-$232k/yr OnsiteFull Time
5+ YOEBachelor's degree and at least 5 years of experience required; Zuora Billing and Zuora CPQ X proficiency preferred, with leadership, client management, and analytical skills.
Zuora, Zuora Billing, Zuora CPQ X