- Truist (Charlotte, NC)
- … training inquiries, meeting client needs, and providing industry-leading client service . 9. Understands and demonstrates flexibility/adaptability to meet ... job description:** **Must have a Treasury based background** The Client Trainer Specialist I is responsible and accountable for facilitating product training… 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 ... efficient, and accurate manner. + Collaborating 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
- WTW (Charlotte, NC)
- …capabilities + Must be results oriented + Ability to provide superior customer service to the client and the sureties + Strong organizational skills ... **Description** The Senior Surety Client Manager supports Producers and Account Executives in...management, teamwork and prioritization skills, and highly effective customer service capabilities + Ability to handle multiple priorities using… more
- TEKsystems (Charlotte, NC)
- Description A Client Liaison is a professional who acts as a point of contact between the company and their clients and resolving any issues that may arise. The ... on Jun 17, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology... We're a leading provider of business and technology services . We accelerate business transformation for our customers. Our… more
- Bank of America (Charlotte, NC)
- …identify opportunities that enhance the client experience. **The Role** The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging ... equivalent work experience + 10+ years experience in a client facing role within the financial services ...or a related industry + Preferred: Certified Anti-Money Laundering Specialist ("CAMS") + Knowledge of AML CDD policy and… more
- Bank of America (Charlotte, NC)
- …identify opportunities that enhance the client experience. **The Role** The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging ... equivalent work experience + 7+ years experience in a client facing role within the financial services ...or a related industry + Preferred: Certified Anti-Money Laundering Specialist ("CAMS") + Knowledge of AML CDD policy and… more
- Robert Half Accountemps (Charlotte, NC)
- Description Robert Half client is seeking a collections specialist to join the team. The ideal candidate will have previous business-to-business collections ... experience and exemplary customer service skills. Responsibilities + Creating and maintaining credit history files + Analyzing and assessing the creditworthiness of… more
- First Horizon Bank (Charlotte, NC)
- …Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/ client specialist to help build new Wholesale Public Funds (WPF) Desk. ... Head of Wholesale Public Funds by performing daily support activities related to client relationships. In addition, this individual will act as the point of contact… more
- Motion Recruitment Partners (Charlotte, NC)
- … Specialist Charlotte, North Carolina **Hybrid** Contract $40/hr - $50/hr Job Description Our client is hiring for a Tech Ops specialist to support IAM manual ... is essential for handling and analyzing data effectively. Our client is a leading financial services company...are known for their commitment to innovation and customer service . Contract Duration: 6-12 month Contract to hire Required… more
- CDM Smith (Rock Hill, SC)
- …a problem and develop and communicate a technical strategy to the client . \#LI-AE1 **Job Title:** Sediment Remediation Specialist (Engineer, Scientist or ... ID:** 41538BR **Business Unit:** TSU **Job Description:** CDM Smith's Environmental Services Group is seeking an Engineer, Scientist or Geologist with a.)… more
- AON (Charlotte, NC)
- …+ Collaborate with Account Specialist staff, Account Management team, and Client Service Delivery Leaders to establish clear roles, responsibilities, and ... Are you a client service leader within the property...Account Specialist staff, Account Management team, and Client Service Delivery Leaders to establish clear… more
- IBM (Charlotte, NC)
- **Introduction** Brand Sales Specialist comfortably acts as the trusted technical advisor to IBM and /or 3rd party Partner clients. Collaborating across pre- and ... and responsibilities** As an Enterprise & Strategic Brand Sales Specialist (BSS), you'll work closely with clients and sellers...portfolio at a set of accounts within the financial services market and be expected to identify, own and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Wells Fargo is seeking a Trade Services Specialist as part of the US Commercial Trade Operations department within ... career areas and lines of business at wellsfargojobs.com. **In this role, you will:** + Service clients by leading a team of Trade Service Representatives + Act… more
- CDM Smith (Rock Hill, SC)
- …CDM Smith is growing! We are looking to hire a Marketing & Proposal Specialist for our Transportation Services team. **We are open to considering candidates ... sources and associations membership and committee involvement. **Job Title:** Proposal Specialist - Transportation Services **Group:** TSG **Employment Type:**… more
- BCA Financial Services, Inc. (Charlotte, NC)
- …Paid holidays The Collections Specialist will: + Provide exceptional customer service to our client 's patients while accurately recording their information. ... LIFE IS SHORT, DO WORK THAT MAKES A DIFFERENCE BCA Financial Services , Inc. is seeking detail-oriented full-time Collections Specialists. If you thrive in… more
- Bank of America (Charlotte, NC)
- …acts as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee (responsibilities):** * Identifies clients' ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Charlotte,...**Job Description:** This job is responsible for providing phone-based services to relationship jobs where the representative is expected… more
- Bank of America (Charlotte, NC)
- …+ Deliver on platform enhancements, improving user experience and expanding client self- service options **Required Qualifications:** **Inclusive and Inspiring:** ... Treasury Product Manager - Platform Transformation Specialist Charlotte, North Carolina;New York, New York; Chicago,...of 6 years' experience in platform strategy, transformation, or client migration efforts, ideally within financial services … more
- Deloitte (Charlotte, NC)
- …reduce costs and improve operating effectiveness through process improvements, shared services , outsourcing and employee self- service , by helping them drive ... US Payroll Delivery Specialist Leader -Human Capital Job Description 5-20-25 Are...organization? Are you passionate about delivering goals to your client that goes above and beyond their expectations? Does… more
- Bank of America (Charlotte, NC)
- …has a desire to interact with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to ... Centralized Lending Specialist - Charlotte, NC Charlotte, North Carolina **Job...service skills with ability to manage the full client end-to-end origination experience and problem resolution at key… more
- Bank of America (Charlotte, NC)
- …and has a desire to interact with clients proactively + Has an ability to assess client needs and recommend products or services + Has an ability to learn all ... Home Equity Lending Specialist - Charlotte, NC Charlotte, North Carolina **Job...and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives,… more