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Senior Client Service 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 3 weeks 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...

3 weeks 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...

3 weeks 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...

4 weeks 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...

a month ago seen See more...

SAINT LAURENT Senior Client Advisor Charlotte

Groupe Kering

Charlotte, NC

$56.4K - $71.4K a year

Manage the Client Advisor team and lead by example by achieving individual sales targets as well as ensuring the team meets their targets. Train new Client Advisors and provide ongoing training and development for existing team me...

a month 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...

a month ago seen See more...

Senior Client Executive-Business Sales

Verizon

Charlotte, NC

$88.6K - $112K a year

Developing new business and new high-level client relationships. Identifying and pursuing new sales leads. Understanding client needs and tailoring custom solutions through consultative selling. Helping our customers fall in love...

2 months ago seen See more...

Ally Invest - Trading and Client Service Representative - Series 7 & 63

Ally Financial

Charlotte, NC

$44.5K - $56.3K a year

Directly responsible for placing trades for customers over the telephone using desktop trading products. Provide assistance to customers by answering phone calls and responding to emails and Live Chats. Placing and/or facilitating...

2 months ago seen See more...

Senior Customer Service Associate

Napa Auto Parts

Charlotte, NC

Processes for correcting EDI or keys receipt of parts for incoming freight. Runs reports and reviews " old" open positions. Deletes old lines as necessary so parts can be reordered for DC stock. Performs end of day accounting for...

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...

Service Management & Operations- Senior Manager

Pwc

Charlotte, NC

Initiate and lead open conversations with teams, clients and stakeholders to build trust. Job Requirements and Preferences: Basic Qualifications: Minimum Degree Required: Bachelor Degree Required Fields of Study: Computer and Info...

a month ago seen See more...

Senior Manager - Ambulatory Services - Atrium Health Ballantyne Piedmont OBGYN FT

Floyd Healthcare Management

Charlotte, NC

Oversees the daily operations of the practice, with the physician co-leader to include: scheduling and registration of patients, verification of insurance, clinical work-up, treatment and flow of patients, capture of clinical info...

a month ago seen See more...

SAP HANA / BOBJ / Data Services Developer - Senior Solution Specialist

Deloitte Us

Charlotte, NC

Good understanding of the Business Processes. Identify as-is processes and to-be processes. Map Business Processes to SAP. Conduct Blueprint / Design workshops for one or more processes. Configure scenarios in relevant SAP modules...

2 months ago seen See more...

Client Services Representative

Eurofins Environment Testing Usa

Fort Mill, SC

$18 - $20 an hour

Manage inbound and outbound client communications via phone and/or email in a timely, solutions-oriented manner. Advise walk-in clients about service information and project preparation. Maintain a constant overview of projects in...

2 months 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...

a month 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...

a month ago seen See more...

Client Service Associate

Wealth Enhancement Group

Rock Hill, SC

$55,000 - $60,000 a year

Support Financial Advisors and their clients by leading and implementing the Client Service model. Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers Responds to and resolve client...

2 months ago seen See more...

Client Relations - Healthcare Customer Service

Prism Medical Products, Llc

Rock Hill, SC

$29.5K - $37.4K a year

Satisfies your interest in the medical field with values centered around patient care. Gives you a stable, Monday through Friday schedule. Provides unmatched training so you are confident in your ability to help others. Offers opp...

2 months ago seen See more...

What should I search to find Senior Client Service jobs in Charlotte, NC?

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Top Jobs in Charlotte, NC

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