13 client support manager jobs at 9 companies in High Point, NC
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Client Support & Benefits Representative
Greensboro, North Carolina, United States
RemoteFull Time, Part Time
Requires or willing to obtain an insurance license, strong communication, self-motivation, basic CRM/computer skills, and ability to generate leads and manage client relationships.
CRM
1mo
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Litigation Support Manager
Greenville or Charleston or Columbia or Atlanta or Raleigh or Durham or Charlotte or Winston-Salem or Greensboro or Huntsville
OnsiteFull Time
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
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Litigation Support Manager
Greenville or Charleston or Columbia or Atlanta or Raleigh or Durham or Charlotte or Winston-Salem or Greensboro or Huntsville
OnsiteFull Time
2+ YOEBachelor's degree required; 2–5 years experience; paralegal and e-discovery certifications preferred; strong attention to detail, client service, and knowledge of Microsoft Office and litigation support tools.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Access, Microsoft Outlook
2mo
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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 materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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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
2w
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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
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure timely and accurate client materials, promote banking solutions, and use technology platforms. High school diploma and 1 year experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1d
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Ops & Support Supervisor
Greensboro, North Carolina, United States
OnsiteFull Time
Supervisory experience managing client support teams, strong written and verbal communication, customer service and problem-resolution skills, ability to coordinate multiple tasks, travel within agency, associate degree preferred, knowledge of word processing/spreadsheet/database applications.
1mo
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Director of Client Care and Clinical Excellence
Winston-Salem, North Carolina, United States
OnsiteFull Time
5+ YOELead training and development of Neurotechnologists, establish clinical/operational protocols, supervise staff, ensure client satisfaction, and support new location launches; 5+ years healthcare/wellness experience preferred.
Cereset
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Wealth Investment Support Specialist II (Greensboro, NC.)
Greensboro, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years in investment/trust support or related client service; knowledge of deposits, trusts, investment products; strong problem solving, communication, and relationship management; SIE or Trust School Level 1 preferred; undergraduate degree preferred.
1w
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Branch Office Administrator- High Point, NC
High Point, North Carolina, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle client communications, and use firm systems (MoneyGuide, Salesforce, Microsoft Office). Comprehensive training provided.
MoneyGuide, Salesforce, Microsoft Office
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Tax Administrator | Entry Level
Greensboro, North Carolina, United States
$55k-$70k/yr HybridFull Time
Provide administrative support for tax workflow: prepare and track organizers and engagement letters, manage client documents and electronic files, assist with tax return assembly/e-filing, monitor deadlines, and communicate with clients.
Tax and Accounting Software, Microsoft Office, document management systems, Becker, LinkedIn Learning
3w
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Financial Advisor
Winston Salem, North Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to build client relationships, obtain life/accident & health and securities licenses (SIE, Series 6,7,63), CFP support, entrepreneurial drive, strong communication and time-management.