Client Service Associate / Paraplanner Ameriprise Financial IncClient Service Associate / ParaplannerCharlotte, NCThe successful candidate will help manage client relationships, support advisors, participate in client meetings, prepare planning analyses, and gradually take a larger role in the financial planning process while helping the practice deliver an outstanding client experience. This individual will play a key role in delivering an exceptional client experience by supporting client relationships, assisting with financial plans, handling service requests, and coordinating follow-up tasks that help clients achieve their financial goals.
NewClient Service Assistant MerixcenClient Service AssistantCharlotte, NC$19–$28 / hourThis entry-level position supports daily client service activities and helps ensure clients receive professional, organized, and responsive support. Listen carefully to client needs and help identify appropriate solutions.
NewClient Service Representative | REMOTE on Zoom Globe Life AIL - Lisa RusselClient Service Representative | REMOTE on ZoomCharlotte, NCRemoteCandidates selected to move forward should be prepared to: • Be at least 18 years of age and legally eligible to work in the United States• Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace• Complete required training and participate in virtual meetings• Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities• Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense. 100% Remote / Work From Home Entry Level – No Insurance Experience Required Qualified Client Opportunities Provided No Traditional Cold Calling No Lead Purchasing Required Weekly Commission-Based Pay Performance Bonuses Renewal & Residual Income Opportunities Flexible Scheduling Training & Mentorship Career & Leadership Development .
Director, Client Service Operations Ascensus LLCDirector, Client Service OperationsCharlotte, NCAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This leader plays a critical role in shaping and executing the operational strategy by leveraging technology, including Robotic Process Automation (RPA) and Artificial Intelligence (AI), to improve efficiency, accuracy, and client experience.
NewHead of Client Integration Service Delivery - Capital Markets Truist BankHead of Client Integration Service Delivery - Capital MarketsCharlotte, North CarolinaSystems: S&P CLM Pro, Fenergo, Contranet, Salesforce, Actimize, Dealogic, Calypso, Impact, Imagine, Compass, Bloomberg, Reuters, General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. The manager is responsible for leading the teams that onboard Institutional clients for Investment Banking and Capital Markets Conducts Monthly Business and Operations Reviews to cover key initiatives, review of Key Performance Indicators, and business metrics with the Line of Business, GCO, partners, and Business Enablement.
Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu LtdTax Manager, Global Employer Services - Individual Tax Services, High Net WorthCharlotte, NC$105,375–$215,375 / yearA successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.
Account Manager - Sales Teguar CorporationAccount Manager - SalesCharlotte, NCAs an Account Manager, you will play a pivotal role in driving revenue growth by identifying new business opportunities in your named account list, closing leads and winning deals for industrial and medical computing applications. Identify and pursue upselling and cross-selling opportunities within existing accounts, promoting additional products, services, and solutions that align with customer needs.
Field Service/Installation Technician Benco Dental Supply CompanyField Service/Installation TechnicianCharlotte, NCWe provide more supply and equipment options than any other full-service distributor, an offering enhanced by a comprehensive suite of services, including office design, equipment repair, practice coaching, financing and project management, wealth management and dental-specific technology solutions. Benco Dental, the largest privately owned, full-service dental distributor in the United States, has remained in the family since 1930a family that now includes our more than 40,000 customers and over 1,500 associates in the 48 contiguous states.
NewFront Office Strategy Consulting - Pharma Life Sciences Customer Analytics - Manager PwCFront Office Strategy Consulting - Pharma Life Sciences Customer Analytics - ManagerCharlotte, NC$99,000–$232,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Front Office Strategy Consulting- Pharma Life Sciences Customer Analytics- Manager, you will specialize in providing consulting services focused on enhancing the overall customer experience.
Customer Service Representative for CONCORD NC Location FASTSIGNS #111501Customer Service Representative for CONCORD NC LocationMooresville, NCFull timeA Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center. Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center.
Department Manager | Geotechnical Services - Charlotte BUNNELL LAMMONS ENGINEERINGDepartment Manager | Geotechnical Services - CharlotteCharlotte, NCJoin BLE to build and lead a geotechnical practice in one of the Southeast’s fastest-growing regions, combining the autonomy to shape a local operation with the technical resources and support of an established, multidisciplinary, employee-owned firm. This senior leader will oversee technical and operational performance, staff development, project delivery, financial results, and client service while partnering with the Charlotte Branch Manager and business development team to grow the practice.
Tenant Service Representative Jones Lang LaSalle IncTenant Service RepresentativeCharlotte, NCWhether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. This entry-level position provides an outstanding opportunity to launch your career in commercial property management, where you'll work alongside experienced professionals who are committed to your growth and development.
NewSAP GTS Sr Manager PwCSAP GTS Sr ManagerCharlotte, NC$124,000–$280,000 / yearPreference for a Master's or Masters of Business Administration degree in at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Cybersecurity, Economics, Engineering, Finance, Mathematics/Statistics, Operations/Supply Chain, Project/Technology Management, Risk Management/Insurance. Within our Cyber, Data & Tech Risk practice, you will be part of a team that drives transformation controls and security integration, particularly in SAP, to help clients navigate complex challenges and achieve their strategic goals.
Bank Platform Transformation - Core Banking Modernization - Sr Manager PricewaterhouseCoopers LLPBank Platform Transformation - Core Banking Modernization - Sr ManagerCharlotte, NC$124,000–$280,000 / yearAs a Bank Platform Transformation - Core Banking Modernization - Sr Manager, you will play a pivotal role in helping clients optimize operational efficiency through the analysis, implementation, training, and support of business applications. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Manager, Tax - Financial Services FORVIS, LLPManager, Tax - Financial ServicesCharlotte, NCForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
Director, Managed Accounts Product Manager TIAADirector, Managed Accounts Product ManagerCharlotte, North Carolina$104,000–$145,000 / yearWealth Product Manager The Director, Managed Accounts Product Manager is responsible for managing wealth managed accounts products, which includes customer and advisor needs analysis, external benchmarking, and feature definition and roll out of enhancements. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Senior, Tax Services - Payroll Analyst Deloitte Touche Tohmatsu LtdSenior, Tax Services - Payroll AnalystCharlotte, NC$64,725–$132,250 / year3+ years of experience processing end-to-end U.S. payroll for small to large employee populations, including regular and off-cycle payrolls, deductions, garnishments, bonuses, gross-ups, reconciliations, and year-end activities such as W-2 support. Experience using payroll systems and related technology to manage employee data, client setup, data uploads, APIs, configuration testing, reporting, and issue resolution, with strong analytical skills, attention to detail, and client-facing communication abilities.
Risk Manager - Institutional Services US BankRisk Manager - Institutional ServicesCharlotte, NC$105,400–$124,000 / yearKnowledge in the following areas may include trustee and custodian services, Registered Investment Advisor rules, ERISA and retirement plans, fee administration and receivables, client asset pricing and valuation, cash management and disbursements, corporate actions, asset servicing, digital asset initiatives, and advisor and fiduciary services. Knowledge in the following areas: trustee and custodian services, Registered Investment Advisor rules, ERISA and retirement plans, fee administration and receivables, client asset pricing and valuation, cash management and disbursements, corporate actions, asset servicing, digital asset initiatives and advisor and fiduciary services.
Strategic Commercial Senior Manager - Health Industries PricewaterhouseCoopers LLPStrategic Commercial Senior Manager - Health IndustriesCharlotte, NC$91,000–$321,500 / yearAdditionally, you will organise leadership team calls and meetings, oversee research and data analysis, promote consistent execution across sectors, and collaborate across lines of service for knowledge sharing and promoting technology/tools for sales and delivery. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Convergeconsumer - Merchandising & Assortment Product Manager - Innovation_Delivery_Transformation DeloitteConvergeconsumer - Merchandising & Assortment Product Manager - Innovation_Delivery_TransformationCharlotte, NC$134,500–$265,000 / yearConvergeCONSUMER is a product-driven business that combines differentiated consumer insights with robust prediction and optimization capabilities to help consumer-focused businesses improve decision-making and deliver personalized experiences to drive growth, consumer loyalty, and profitability. As the Merchandising and Assortment Product Manager within Deloitte Consulting's ConvergeCONSUMER team, you will lead the strategy, development, and delivery of cutting-edge, data-driven products that empower consumer-focused businesses to optimize merchandising decisions and personalize customer experiences at scale.