68 client support manager jobs at 41 companies in Salisbury, NC
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Client Support Lead, Banking
Charlotte, North Carolina, United States
OnsiteFull Time
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.
Horizon, Microsoft Office Suite
1mo
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TM Client Support Specialist
Charlotte or McKinney or Port St. Lucie
OnsiteFull Time
2+ YOEHigh school diploma/GED, 2 years related experience (treasury management, commercial call center, client service or operations). MS Office proficiency, excellent communication, customer service orientation, banking knowledge, regulatory compliance awareness.
Microsoft Office
1mo
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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
2d
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Client Relationship Manager
Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
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.
1w
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Client Support & Order Management Coordinator - Charlotte
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years related experience; order/project management; proficiency with Microsoft Excel and PowerPoint; strong communication, organization, pricing and vendor coordination skills.
Microsoft Excel, Microsoft PowerPoint
1mo
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Client Relationship Manager
Dallas or Frisco or Charlotte
$71k-$81k/yr OnsiteFull Time
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.
1w
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Manager- Client Comp Processing
Fort Mill or Charlotte
$78k-$130k/yr OnsiteFull Time
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
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
1mo
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Client Service Coordinator Northlake
Charlotte, North Carolina, United States
$15-$19/hr OnsiteFull Time
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
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
1mo
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Client Success Officer
Chicago or Charlotte or Tempe or Plano
$105k-$165k/yr OnsiteFull Time
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
2w
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Client Service Specialist
Charlotte, North Carolina, United States
OnsiteFull Time
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
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
1d
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Client Readiness Engineer
Fort Mill or Charlotte
$34-$56/hr OnsiteFull Time
2+ YOE2+ years supporting Windows desktops and endpoint deployment; experience with SCCM, inventory/asset management, hardware lifecycle, strong organization and customer service skills.
Microsoft Configuration Manager (SCCM), Microsoft Intune, Autopilot, Windows 11, Microsoft 365, PowerShell, ServiceNow, Cisco, Meraki
1w
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Admin Sales Support
Matthews, North Carolina, United States
$55k-$75k/yr OnsiteFull Time
Provide administrative and sales support, manage CRM data, prepare proposals and reports, coordinate client communication; strong organization, communication, and tech skills.
Salesforce, HubSpot, Google Suite
6d
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Treasury Management Support Analyst
Charlotte or Des Moines or Irving or Chandler or Minneapolis
$29-$48/hr HybridFull Time
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
1mo
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VP of Client Success
Monroe, North Carolina, United States
RemoteFull Time
Automotive industry experience, proven retention management at scale, leadership of customer success/onboarding/support, team development, data-driven approach, college degree or equivalent experience.
1mo
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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/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years experience; strong analytical, customer strategy, and sales strategy skills; client relationship management and team leadership experience.
1mo
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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/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years experience; client-facing consulting skills, analytical thinking, customer and sales strategy expertise, team leadership and project management.
2mo
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Product Support Sales Representative
Charlotte, North Carolina, United States
$60k/yr OnsiteFull Time
Sales-focused role requiring professional communication, client relationship management, and proposal/PM agreement support.
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