Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors, Institutional Client GroupCharlotte, NC$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Associate Data Scientist | Home Client Services Red Ventures LLCAssociate Data Scientist | Home Client ServicesCharlotte, NC$100,000–$115,000 / yearAcross the portfolio, Red Ventures businesses deliver seamless digital experiences for consumers, help Fortune 100 clients solve large-scale digital growth challenges, and create world-class experiences and opportunities for employees. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like "redventurescareer.com."
Client Services Team Lead AssetMark Financial HoldingsClient Services Team LeadCharlotte, North CarolinaThis includes communicating information clearly and proactively to both RIA leadership as well as our clients, facilitating prompt and effective resolutions, and helping team members understand the broader purpose of their work. Candidates should be comfortable communicating directly with advisors, serving as an escalation point for complex issues, and partnering with other departments to resolve client concerns and identify opportunities for improvement.
Associate Director, Client Services - Account Executive Capital Rx LLCAssociate Director, Client Services - Account ExecutiveCharlotte, NC$163,600–$190,000 / yearPosition Overview: The Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union. Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and.
Associate Data Scientist | Home Client Services Red VenturesAssociate Data Scientist | Home Client ServicesCharlotte, NC$100,000–$115,000 / yearAcross the portfolio, Red Ventures businesses deliver seamless digital experiences for consumers, help Fortune 100 clients solve large-scale digital growth challenges, and create world-class experiences and opportunities for employees. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like “redventurescareer.com.”
Senior Account Executive (Motorsport) (Payment Services Client) Mediabrands Worldwide IncSenior Account Executive (Motorsport) (Payment Services Client)Charlotte, NCWorking closely with clients, rights holders, and internal teams, you'll help optimize the partnership to support the client's global marketing and business objectives while maintaining operational excellence across the account. A passion for and expertise in sports, particularly in Formula 1. 2-4 years of account management or client services experience working with sports & entertainment properties, leagues and/or teams and an understanding of the sports sponsorship space.
Associate Director, Client Services - Account Executive Judi HealthAssociate Director, Client Services - Account ExecutiveCharlotte, North CarolinaThe Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.
Senior Associate, Client Service Manager BaringsSenior Associate, Client Service ManagerCharlotte, North CarolinaThis individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day‑to‑day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end‑to‑end service delivery. Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.
Travel Support Specialist – Client Services Destination CareersTravel Support Specialist – Client ServicesCharlotte, North CarolinaRemoteJob Title: Travel Support Specialist – Client Services Location: Remote About the Role We’re hiring a Travel Support Specialist to assist with client communications, itinerary updates, and travel issue resolution . $35,000 - $65,000 a year We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Account Executive, PBA Client Services Capital Rx, Inc.Account Executive, PBA Client ServicesCharlotte, NCRemote$163,600–$204,500 / yearPartner with our Business Development, Underwriting Teams & Senior Account Executives to support our PBA Account level growth and retention efforts by providing with Judi Rx sales support and market differentiator positioning, including RFP support, Broker/Consultant engagement and Best & Final support for prospective, existing and new and client business development needs. Position Overview: The Account Executive/Strategic Account Executive - PBA Client Services is responsible for managing the planning, execution, growth & retention and client satisfaction of assigned clients in the Pharmacy Benefit Administration (PBA) market segment including Health Plans, Third Party Administrators (TPAs), and other Platform services.
VP, Health Plan, Health System, & TPA Client Services Capital Rx, Inc.VP, Health Plan, Health System, & TPA Client ServicesCharlotte, NC$200,000–$300,000 / yearPartner with Regulatory, Compliance, Government Programs, and operational leaders to monitor and support highly regulated Health Plan markets, including State DOI and HHS/CMS requirements across Medicare, Medicaid, Exchange, insured, and FHBP business, as well as services delegated to Judi Health. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.
Senior Account Executive (Motorsport) (Payment Services Client) IPG MediaBrandsSenior Account Executive (Motorsport) (Payment Services Client)Charlotte, NCWorking closely with clients, rights holders, and internal teams, you'll help optimize the partnership to support the client's global marketing and business objectives while maintaining operational excellence across the account. A passion for and expertise in sports, particularly in Formula 1. 2-4 years of account management or client services experience working with sports & entertainment properties, leagues and/or teams and an understanding of the sports sponsorship space.
Senior Associate, Client Service Manager Barings LLCSenior Associate, Client Service ManagerCharlotte, NCThis individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day‑to‑day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end‑to‑end service delivery. Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.
Associate Director, Clinical Client Services Capital Rx LLCAssociate Director, Clinical Client ServicesCharlotte, NC$160,000–$190,000 / yearJudi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and. Partner with Account Executives and Sales to support strategic client planning, reviews, renewals, finalist presentations, and key client discussions.
Associate Director, Clinical Client Services Judi HealthAssociate Director, Clinical Client ServicesCharlotte, North CarolinaBy delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels. Judi Health replaces fragmented, outdated systems with the industry's first Unified Claims Processing architecture, seamlessly consolidating pharmacy and medical benefit administration on a single, secure platform.
Independent Client Services Consultant (Remote) Travel With LaniIndependent Client Services Consultant (Remote)Charlotte, North CarolinaRemoteWe are bringing on Independent Client Services Consultants (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout their journeys.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorCharlotte, North CarolinaRemoteWeare hiring a Virtual Travel Client Services Coordinator to assist clientsthroughout their travel journey. In this role, you will provide support, sharehelpful information, and ensure clients feel prepared for their trips.
Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.Advisor, Client Accounting & Advisory ServicesCharlotte, NC$110,900–$172,200 / yearAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Atlanta, GA / Austin, TX / Boston, MA / Charlotte, NC / Chicago, IL / Dallas, TX / Denver, CO / Fort Lauderdale, FL / Houston, TX / Nashville, TN / Philadelphia, PA / Phoenix, AZ / Raleigh, NC / Rockville, MD / Washington, D.C. Client Accounting Services - Professional Services CAS /.
Associate, Client Onboarding - Investor Services StepStone Group IncAssociate, Client Onboarding - Investor ServicesCharlotte, NCWe are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. The Associate of StepStone Investor Servicing in Charlotte will support the investor onboarding into StepStone's investment vehicles and will be responsible for investor communications and coordination with functional teams involved in the onboarding process.
NewTreasury Sales Client Officer II - Global Payment Solutions - Automotive Dealer Financial Services Bank of AmericaTreasury Sales Client Officer II - Global Payment Solutions - Automotive Dealer Financial ServicesCharlotte, North CarolinaThe Treasury Sales Client Officer (TSCO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Global Commercial Banking clients in the Dealer Financial Services (DFS) segment. Acts as a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.