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Client Service Consultant jobs in Charlotte, NC

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CLIENT SERVICES ASSOCIATE

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

CompanyIndependent Advisor Alliance
AddressCharlotte, NC
CategoryRetail
SalaryFrom $60,000 a year
Job typeFull-time
Date Posted a month ago See detail

Client Services Associate

Independent Advisor Alliance

Charlotte, NC

From $60,000 a year

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

a month ago seen See more...

Client Services Specialist

Linden Thomas & Company

Charlotte, NC

$45,000 - $50,000 a year

Modern office setting. Food provided. Modern office setting. Growth opportunities. 401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Vision insurance. Bonus opportunities. 8 hour shift. Charlotte, NC 2820...

a month ago seen See more...

International Client Service Associate

Jpmorgan Chase Bank, N.a.

Charlotte, NC

Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service imp...

a month ago seen See more...

Work From Home - Client Services Representative

Global Elite Texas

Charlotte, NC

Our company has moved to 100% virtual, work-from-home positions. This position allows you to build your career around your life, rather than being forced to build your life around your career!We're looking for enthusiastic, self-d...

2 months ago seen See more...

Veterinary Client Service Representative

Charlotte Animal Referral & Emergency

Charlotte, NC

$18 an hour

First shift- 7am-3pm As a 24/7 hospital, we are open on weekends and holidays. All CSRs will be required to rotate holiday coverage. High school diploma, general education degree or equivalent. Ability to stay calm when customers...

2 months ago seen See more...

Client Relationship Consultant 2 - Southpark - NC - 40 hrs

U.s. Bank National Association

Charlotte, NC

$20.00 - $24.01 an hour

High school diploma or equivalent Three to four years of customer service experience Three to four years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ab...

a month ago seen See more...

Account Manager II - Specialty Services Client Support Group

Jpmorgan Chase & Co

Charlotte, NC

Excellent communication skills both written and verbal. Relentless and versatile learner Highly organized with ability to manage competing priorities. Demonstrated and consistent professional presence with the ability to adapt to...

a month ago seen See more...

Financial Services Risk and Compliance Consulting Senior Manager

Hashmap

Charlotte, NC

$180,000 - $225,000 a year

Manage large scale projects with complex business or technical issues Contribute as a technical expert or advisor for one or more solution Participate on (and may lead) projects where analysis of programs, systems, or data require...

a month ago seen See more...

Client Service Associate - Tamarac Trading

Envestnet

Concord, NC

Partner with team members to ensure high quality customer service when responding to client calls & emails within stated SLAs. Provide support and training to clients on how to effectively use Tamarac Trading in their practices, p...

2 months ago seen See more...

Client Services Manager(Program Manager)

Engage2Excel, Inc.

Mooresville, NC

$18 - $22 an hour

Be responsible for the day-to-day customer satisfaction of existing accounts. Interacts with program owners, contacts and recipients for problem solving and issue resolution. Communicate with recipients on order status, return man...

2 months ago seen See more...

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