Client Services Manager Jobs in Charlotte
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New Republic PartnersCharlotte
management operations
• Strong knowledge of custodial platforms (Fidelity and/or Schwab preferred)
• Experience managing client service teams and operational processes
• Familiarity with portfolio reporting systems and advisor technology platforms (e.g...
Mastech DigitalCharlotte
technical knowledge in AI and Data Management and proven solution-selling experience to support clients’ top business objectives.
Key Responsibilities:
Strategic Leadership & Growth
• Shape and close strategic deals across Data and AI solutions.
• Develop...
ChoreoCharlotte
the client service model, and new business acquisition.
Primary Responsibilities:
• Serve on the client service team to assist in managing client relationships.
• Involvement in client and prospect meetings as well as networking opportunities.
• Develop...
Martine LawCharlotte
relationships and provide clear guidance
• Familiarity with legal technology tools to enhance case management and client service
About Company
Martine Law is a rapidly growing, fully remote law firm dedicated to protecting good people through some of the most...
GallagherCharlotte
impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
At Gallagher, we’re looking for a Senior Client Service Manager to join our Commercial team...
JobotCharlotte
compensation and benefits.
We are growing and looking for a Sales Account Manager to join our team. The position will be responsible for developing new business across various states and territories while also upselling to existing clients. The Sales Lead...
Cherry BekaertCharlottemindmatch.ai
that changes the way our teams do their work in service of improving efficiency and client service outcomes
Development and execution of an acquisition integration strategy and plan, balancing business needs with employee experience
Design and leadership...
Charlotteicims.com
Posting Description:
Aon is Looking for an Senior Account Manager!
Are you seeking to be a part of a client service team, in a highly collaborative, team-oriented environment?
This is a hybrid role based out of our Charlotte, NC office.
Aon...
Motion RecruitmentCharlotte
You will play a pivotal role in modernizing, optimizing, and securing their loan organization, management, and servicing systems. They are hiring urgently *The job is hybrid 3 days per week in Charlotte, NC.
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• 5...
JobotCharlotte
and the confidence of knowing your work truly matters.
Job Details
The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients. This role ensures client satisfaction by providing exceptional service...
NTT DATA, Inc.Charlottemindmatch.ai
and communication skills
Advanced client service leadership capabilities
Advanced knowledge, understanding and application of project management principles and methodologies
Excellent analytical / problem solving skills
Excellent organizational and time...
DexianCharlotte
is mandatory.
seeking a Trading Enablement Assistant to work for its Investment Contact Center (ICC). In this role, you will assist brokerage clients via telephone. You will facilitate trades, service accounts, and educate clients on various servicing matters...
FleishmanHillardCharlottemindmatch.ai
Qualifications
Hybrid work model: in‑person weekly at a U.S. location.
7+ years breadth in research categories and models; client‑service experience preferred.
Hands‑on experience with AI tools and proficiency in integrating AI solutions with traditional...
Charlotterockco.com
for a seasoned professional who excels at execution, values precision, and takes pride in delivering a high-touch client experience. The position is firmly Client Associate–focused, with responsibilities centered on operations, administration, and client service...
FacilityONECharlottejobvertise.com
Primary Job Responsibilities:
• Perform initial setup calls with clients to outline expectations for the software setup/on-boarding process.
• Directly responsible for coordinating and performing the onsite documentation and data gathering...
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