20 client support manager jobs at 11 companies in Lexington, NC
2mo
Save
Mark Applied
Hide
2mo
Client Support & Benefits Representative
Greensboro, North Carolina, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
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.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOERequires university degree preferred, 2+ years experience, FINRA registrations (Series 7,63,65,66) and life & health insurance license within 120 days, strong client relationship and advisory support skills.
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
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
Western & Southern Financial Group: Provider of life insurance, annuities, and retirement investment solutions.
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.
Innercore Health: Provides acoustic neuromodulation services for stress and sleep improvement.
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.
RHA Health Services: Provides behavioral health and developmental disability support services.
Entry-level supervisory role supporting individuals with developmental disabilities; requires HS/GED or associate degree/related experience, CPR/first aid (preferred NCI/MedTech), ability to lift up to 70 lbs., valid driver’s license if transporting clients.
Wealth Investment Support Specialist II (Greensboro, NC.)
Greensboro, North Carolina, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
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.
Toshiba America Business Solutions: Provides office imaging, digital signage, and document management solutions.
3+ YOEBachelor's degree or equivalent, 3+ years account management experience with client assessments, installations, training and support; valid driver's license and reliable insured vehicle; frequent travel and strong communication and upselling skills.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Perform CSC and veterinary assistant/technician duties, provide shift leadership, coordinate paraprofessional staff, support Practice Manager/COS, and maintain communication with clients and teams.