- Burns & McDonnell (Charlotte, NC)
- …technical reports and presentations summarizing results of analysis. + Develops client presentations, engineering reviews, financial analysis, and contract ... on the big picture to effectively and efficiently provide services that meet client needs, while also...critical to project outcomes. + Willingness to learn new service offerings as client needs and the… more
- PNC (Raleigh, NC)
- …PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any client ... valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be based… more
- Banc of California (Durham, NC)
- …and overall business success. Provide direction, leadership and motivation to ensure the Client Services Team achieves service and operational goals. ... Responsible for all aspects of management and supervision of Client Services staff in accordance with the...interactions and feedback collection. + Implement strategies to enhance client service delivery and ensure client… more
- Cognizant (Raleigh, NC)
- …enhance product lifecycle management. This role will specifically support a key banking and financial services client , and as such, requires a deep ... delivery, and cross-functional collaboration in tech-driven environments. + Background in financial services or embedded finance, including familiarity with… more
- JPMorgan Chase (Charlotte, NC)
- Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external ... the reason our clients stay with Chase! As a Client Service Senior Manager within the Commercial...Qualifications, Skills and Capabilities** + Comprehensive knowledge of Treasury Services and/or Custom Card products + Data Analytics &… more
- Principal Financial Group (Charlotte, NC)
- …clients and resolving complex client issues. Operating at the intersection of financial services and technology, Principal builds financial tools that ... maintain effective relationships with non-qualified clients, financial professionals and internal service teams to ensure client retention, growth of the … more
- JPMorgan Chase (Charlotte, NC)
- Step into a pivotal role at JPMorganChase, where your expertise in client service management will shape the future of our operations. You'll have the opportunity ... Join a team that values innovation, collaboration, and continuous improvement. As a Client Service Manager II within JPMorganChase, you will lead a team… more
- Public Consulting Group (Raleigh, NC)
- …of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client Success ... and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000… more
- Mass Markets (NC)
- …relationships with your team and customers Preferred + Relevant experience in banking or financial services is a plus + Experience with data-entry utilizing a ... trusted partner in the industry. This position supports customer service for mortgage customers. This role requires you to...document call resolution in appropriate systems + Strictly follow client process for handling financial issues and… more
- Revel CPA (NC)
- …keep us delivering at our best. + Continuously Improving Team Efficiency and Client Services : Seeking ways to enhance team effectiveness and streamline workflows ... Client relationships, and help them grow in their roles. + Nurturing Client Relationships and Service Excellence: Maintaining high client satisfaction by… more