Centralized Brokerage Registered Client Service Associate Truist Financial CorporationCentralized Brokerage Registered Client Service AssociateCharlotte, NCGeneral 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Client Service Specialist, Small Business Unit - Commercial Lines Relation Insurance Services, IncClient Service Specialist, Small Business Unit - Commercial LinesCharlotte, NC$15.38–$35.58 / hourThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
Surety Client Service Lead Willis Towers Watson PLCSurety Client Service LeadCharlotte, NCWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements.
Centralized Brokerage Registered Client Service Associate - several location options Truist Financial CorpCentralized Brokerage Registered Client Service Associate - several location optionsCharlotte, NCGeneral 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. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Centralized Brokerage Registered Client Service Associate Truist BankCentralized Brokerage Registered Client Service AssociateCharlotte, North CarolinaGeneral 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. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.
Veterinary Client Service Representative VCA IncVeterinary Client Service RepresentativeCharlotte, NCAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
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 Asociate Ritholtz Wealth ManagementClient Service AsociateCharlotte, NC$65,000–$90,000 / yearRWM has found its niche in reaching clients through entertaining and informative content and providing better solutions by taking on new opportunities, all while leaving its own personal footprint within the industry with conferences like the Future Proof Festival. A day in the life of a Client Service Associate can look like this: Cultivating and enhancing new and existing client relationships through active communication, processing client requests, resolving inquiries, and providing guidance.
Client Service Analyst JPMorgan Chase & CoClient Service AnalystCharlotte, NCJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Specialist (Teller) Bank OZKClient Service Specialist (Teller)Bessemer City, NCResponsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required.
Client Service Representative GoodVetsClient Service RepresentativeCharlotte, North Carolina$16–$20 / hourWe sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teams—and unparalleled service for today's pet parents. From managing phone calls and appointments to facilitating check-ins and check-outs, you’ll ensure every interaction reflects our values of warmth, professionalism, and empathy.
NewClient Relations Representative / CSR Travis Crawford HVAC, Plumbing & ElectricalClient Relations Representative / CSRCharlotte, NC$40,000–$52,000 / yearService Area: Charlotte, Lake Norman, Huntersville, Cornelius, Davidson, Mooresville, Concord, Matthews, Mint Hill, Monroe, Indian Trail, Waxhaw, Fort Mill, Rock Hill, Gastonia, Belmont, Mount Holly, Denver, Kannapolis, Pineville, Ballantyne, Clover, and surrounding communities. We’ve grown a lot, but our approach has not changed: take care of our customers, take care of our team, communicate clearly, and do quality work the right way.
NewClient Service Representative | REMOTE on Zoom Globe Life AIL - Lisa RusselClient Service Representative | REMOTE on ZoomCharlotte, NCRemoteFull timeInstead of relying solely on random prospecting, representatives have access to qualified client opportunities, including individuals and families who have requested or expressed interest in receiving information regarding available benefits . You’ll answer questions, understand client needs, explain coverage options, assist with enrollment once appropriately licensed, and provide continued customer service.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Charlotte, North CarolinaRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
NewClient Service Representative I- Charlotte, NC Trane TechnologiesClient Service Representative I- Charlotte, NCCharlotte, North Carolina$56,936.66–$82,809.99 / yearMust possess a valid driver’s license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless / Carless Driving, or multiple smaller infractions or preventable collisions in the previous 3 years. The CSR I role focuses on supporting and learning the sales booking process, with the intent of developing further into a customer-facing role (CSR II) responsible for identifying opportunities for growth and sales in an assigned customer portfolio.
Client Relations Associate - Customer Service - Monday- Friday 9a-6p Prism Medical Products LLCClient Relations Associate - Customer Service - Monday- Friday 9a-6pRock Hill, SCPRISM serves a broad and loyal referral network of nationally affiliated and independently operated wound care clinics, as well as specialist practices and clinics in primary care, ostomy, podiatry, rehabilitation and physical therapy, general and plastic surgery, dermatology, and vascular medicine. Full-Time/Part-Time Full-Time Shift Days Position Client Relations Associate Exempt/Non-Exempt Non-Exempt About the Organization PRISM Home Medical Supply Specialists provides seamless delivery of wound care, urological and ostomy supplies.
Client Service Professional H&R BlockClient Service ProfessionalNEWTON, North CarolinaFull timeStrong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally . When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.
Veterinary Client Service Representative Vicar Operating dba VCAVeterinary Client Service RepresentativeCharlotte, North CarolinaAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).• The CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.•
Client Service Representative Lead Charlotte Animal Referral & EmergencyClient Service Representative LeadCharlotte, NCCARE | Charlotte Animal Referral & Emergency is an independently, woman owned 24-hour Emergency and Specialty Referral Hospital in Charlotte, NC that offers its employees a fun company culture, supportive work environment, excellent benefits, and opportunities for growth! Our advanced diagnostic services include ultrasonography and echocardiography, electroencephalography, endoscopy, rapid-scan CT imaging, high field MRI, and cardio cath lab, in addition to many others.