51 client support manager jobs at 34 companies in Davidson, NC
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Client Support Lead, Banking
Charlotte, North Carolina, United States
OnsiteFull Time
Oakworth Capital BankOTCQX: OAKC: Provides private banking, commercial banking, and wealth management services.
5+ YOELead and develop lobby/client support teams, ensure compliance with bank policy, handle daily client transactions and inquiries, 5+ years related experience, high school diploma, proficiency with Horizon/core banking and Microsoft Office.
SouthState BankNASDAQ: SSB: Regional bank providing commercial and personal financial services.
2+ YOEHigh school diploma/GED, 2 years related experience (Treasury Management, commercial call center, or client service); Microsoft Office proficiency, Treasury Management knowledge, excellent communication and customer service skills.
Health Connect America: Provides outpatient mental and behavioral health services for families.
Bachelor's in a human services field and QP qualification in NC required; valid driver's license, vehicle registration and insurance required; community-based behavioral health or case management experience preferred; strong communication and organizational skills.
3+ YOE3+ years related experience; order/project management; proficiency with Microsoft Excel and PowerPoint; strong communication, organization, pricing and vendor coordination skills.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years experience; partner with advisors to support high-net-worth clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed or willing to obtain an insurance license; strong communication, interpersonal, and time-management skills; self-motivated and results-driven; basic CRM/computer skills.
5+ MgmtLead a team supporting advisors on compensation and commission operations; requires 5+ years managing people, licensing (SIE, Series 99/7) or ability to obtain, Excel and reporting experience, strong leadership and critical thinking.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ Mgmt5+ years leading teams, Series 99 required (obtain within 90 days if not held), experience with workforce management and advisor support, Excel and reporting skills, strong leadership and organizational abilities.
Microsoft Excel, Oracle, Salesforce, Client Works, BETA, Varicent, Microsoft Office, Tableau
Greenville or Charleston or Columbia or Atlanta or Raleigh or Durham or Charlotte or Winston-Salem or Greensboro or Huntsville
OnsiteFull Time
Womble Bond Dickinson: Transatlantic law firm providing comprehensive legal services to businesses.
2+ YOEBachelor's preferred; paralegal or e-discovery certification preferred. 2+ years relevant experience. Strong client service, attention to detail, project/budget management, data/evidence handling, and familiarity with litigation support tools and Microsoft Office.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Access, Microsoft Outlook
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provide client-facing reception and administrative support, manage client/pet flow, schedule appointments, process transactions, educate clients, and use Microsoft Office and practice management systems.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOEBachelor's degree or 5+ years experience in Business Operations/Client Services/Sales Support; knowledge of treasury products; client escalation management; project coordination; proficiency with Microsoft Project/PowerPoint/Excel and collaboration tools.
Microsoft Office, Microsoft Project, Microsoft PowerPoint, Microsoft Excel, WebEx, Zoom
Paul Hastings: International law firm providing legal and regulatory consulting services.
4+ YOE4+ years legal secretarial or relevant legal experience, bachelor's degree preferred; advanced proficiency in Microsoft Office, document management, timekeeping and billing; excellent written and oral communication and coordination skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Charlotte or Des Moines or Irving or Chandler or Minneapolis
$29-$48/hrHybridFull Time
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years treasury management sales support experience or equivalent; knowledge of treasury products, sales support, implementation, client support, and strong communication, analytical, and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Better Car People: Provides customer engagement software and training for automotive dealerships.
Automotive industry experience, proven retention management at scale, leadership of customer success/onboarding/support, team development, data-driven approach, college degree or equivalent experience.
Front Office Strategy Consulting - Service & Support Strategy Manager
New York City or Los Angeles or Atlanta or Charlotte or Chicago or Boston or Dallas or San Francisco or Seattle
$99k-$232k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
5+ YOEBachelor's degree and 5+ years experience; strong analytical, customer strategy, and sales strategy skills; client relationship management and team leadership experience.
Front Office Strategy Consulting - Service & Support Strategy Manager
New York City or Los Angeles or Atlanta or Charlotte or Chicago or Boston or Dallas or San Francisco or Seattle
$99k-$232k/yrOnsiteFull Time
PwC: Global provider of professional audit, tax, and consulting services.
5+ YOEBachelor's degree and 5+ years experience; client-facing consulting skills, analytical thinking, customer and sales strategy expertise, team leadership and project management.
Strategic Solutions: Provides managed IT services and technology consulting for businesses.
3+ YOE3+ years MSP or client-facing technical support experience with Windows, networking, Microsoft 365, RMM, and scripting (PowerShell/Python). Strong troubleshooting, customer communication, and endpoint management skills required.
PowerShell, Python, Microsoft 365, Cisco Meraki, Meraki Dashboard, Connectwise RMM, Pia Agent, Remote Desktop Services, Citrix, Exchange Online, Teams, OneDrive, SharePoint, Windows Server
Fort Lauderdale or Atlanta or Charlotte or Columbus or Newark or Orlando or Phoenix
OnsiteFull Time
Abacus: Global provider of managed IT and cybersecurity services.
2+ YOE2+ years customer service experience, ticket triage/management experience preferred, associate degree in computer-related field preferred, strong communication, typing 50 WPM, and ability to coordinate clients and vendors.