- SPECTRUM (Charlotte, NC)
- …and marketing services driven by data insights and award-winning creative services . The Business Operations Regional Support Specialist plays a key role ... to Spectrum Reach by ensuring compliance and integrity of our Client accounts, analyzing and mitigating credit risk, and acting as a point of contact for Finance… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** Come join the Advisor support team as a **Retirement Sales Specialist ** ! In this role you'll work in partnership with the sales team including ... of things you'll do:** + Responsible for internal sales activities for Full- Service Accumulation. + Educate and consult with advisors and third-party administrators… more
- SMBC (Charlotte, NC)
- …in either Terraform/ARM/Bicep/CloudFormation. + Strong operational experience and knowledge with Azure services : App Service Plan, Web app, Function Apps, Event ... a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group… more
- SMBC (Charlotte, NC)
- …a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer finance. The Group ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse … more
- Bank OZK (Mocksville, NC)
- …just a company. We're nationally recognized as an industry leader in financial services . That means we combine exceptional service with innovative technologies ... as requested. + Model and champion the Bank's standards for exceptional customer service . + Demonstrate empathy and proactively resolve client concerns in a… more
- Bank OZK (Mocksville, NC)
- …just a company. We're nationally recognized as an industry leader in financial services . That means we combine exceptional service with innovative technologies ... Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing ... the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between...and updating client records + Respond to client inquiries regarding bank products, services , account… more
- Robert Half Accountemps (Charlotte, NC)
- Description We are seeking a Client Service Specialist to provide comprehensive support to Financial Advisors in delivering exceptional financial planning ... and special projects. If you have a passion for client service , strong organizational skills, and an...for new accounts, product applications, account maintenance, and related client services . + Monitor account asset allocations,… more
- Anywhere Real Estate (Charlotte, NC)
- ** Client Experience Specialist (licensed)** The ** Client Experience Specialist ** is a service minded professional who manages all non-licensed and ... contract addendums and amendments. + Collaborate closely with agent services department, agents or other third parties to ensure...applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal… more
- Anywhere Real Estate (Charlotte, NC)
- The ** Client Experience Specialist ** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to ... efficient, and accurate manner. + Collaborate closely with agent services department, agents and/or other third parties to ensure...with all parties involved in the transaction. + Prioritize service to the agent and all parties with a… more
- Truist (Charlotte, NC)
- …and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client ... **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff,… more
- Truist (Charlotte, NC)
- …& Related Activities. The Transaction Management Team is part of the Deposit Services function. A Transaction Management Specialist I is directly responsible and ... environment that efficiently drives and improves the internal and/or external client experience. ** Specialist Specific Duties and Responsivities:** 1.… more
- WTW (Charlotte, NC)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ... Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist ) on escalations + Gather...information working in collaboration with the Client Specialist + Responsible for coordination of all service… more
- Deloitte (Charlotte, NC)
- …presenting at conferences. A summary of the expectations is provided below: + Client Service : Advise client on leading practices and technology/industry ... team and activities, and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to mentor/coach… more
- REEDS Jewelers (Pineville, NC)
- …a supportive environment for career development. We're looking for a passionate and client -focused Pandora Jewelry Sales Specialist to join our team at REEDS. ... high-energy environment, we want to meet you. What You'll Do Client Experience + Provide exceptional service at every step of the customer journey + Create… more
- Insight Global (Charlotte, NC)
- Job Description Our client is looking for a QC Specialist to join the team! This role primarily focuses on reviewing power distribution design work orders before ... they are submitted to the client . May make minor adjustments, or send back to...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
- Fox Rothschild LLP (Charlotte, NC)
- …clients and assist with the resolution of any rejections. + Assist attorneys, Client Service Specialists, and clients with day-to-day e-billing questions and ... As a member of the Finance Department, the Electronic Billing (E-Billing) Specialist is responsible for processing client bills, answers billing inquiries… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group within Wealth and Investment Management ... Control Specialist understands the complexity, partnership needs and customer service requirements that come with managing this process. You will work with… more
- CDM Smith (Charlotte, NC)
- …a problem and develop and communicate a technical strategy to the client . \#LI-AE1 **Job Title:** Sediment Remediation Specialist (Engineer, Scientist or ... ID:** 43495BR **Business Unit:** TSU **Job Description:** CDM Smith's Environmental Services Group is seeking an Engineer, Scientist or Geologist with a.)… more
- Truist (Charlotte, NC)
- …degree or equivalent education and related training 2. Eight years of experience in Client Specialist role or equivalent job experience 3. Five years of ... sales leaders (production, pipeline, partnerships, calling, etc.) 3. Organize and support Client Planning process 4. Drive Banker tool adoption 5. Oversee Client… more
