- 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 investment services. This role is integral to ensuring a seamless client experience-from meeting preparation and account monitoring to handling client … more
- Bank of America (Charlotte, NC)
- …has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior ... of borrowing and banking offerings at each stage of client 's life plan. Key responsibilities include acquiring new and...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Norstella (Raleigh, NC)
- …cycle * Document and report to leadership renewal progress throughout the renewal cycle Client Support and Data Management * Lead Digital Segment clients through ... Client Success Renewals Specialist Company: MMIT...onboarding and adoption of licensed solutions * Support client with the submission, monitoring, and… 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...clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This… 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 ... skillful hands. **This position is 100% remote and will support various markets, primarily** **_in Oregon_** **. The ideal...applicable systems while providing continuous updates to the agent, client and third parties. + Serve as all deal… more
- Truist (Charlotte, NC)
- …up with and consistently contacting clients and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data is ... up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of … 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 create ... and skillful hands. **This position is 100% remote and will support various markets.** **Responsibilities:** + Perform non- licensed administrative tasks for… more
- First Horizon Bank (Greensboro, NC)
- …maintain the office and document processing. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + ... of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies;...+ Assist other AAs and other departments with administrative support when needed + Performs all other duties as… more
- Bank OZK (Belmont, NC)
- …in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, ... for exceptional customer service. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues… more
- Truist (Charlotte, NC)
- …This senior level position embraces the concept of creating an excellent client experience and delivers a high-quality level of service in a professional ... The role sets the tone and expectation for the client relationship through the high quality of the work...by demonstrating ownership and accountability. The Wholesale Payments Dedicated Specialist directs and supports the servicing needs for a… more