- 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
- 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
- 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
- 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:** 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
- Fox Rothschild LLP (Charlotte, NC)
- …department at the prior firm to retrieve matter data. + Communicate with Attorneys, Client Service Specialist , and other Business Professionals as new data ... priorities, effective teamwork skills. + Detail orientation, accuracy, adaptability, outstanding client service , ability to analyze for best solutions. **WORK… more
- Bank of America (Charlotte, NC)
- …experience. In lieu of this requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support ... applies knowledge of borrowing and banking to recommend financial services that best align with the client 's...service skills with ability to manage the full client end-to-end experience and problem resolution. + Strong written… more
- NTT DATA North America (Charlotte, NC)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a Banking/Financial Services IT Services Sales Specialist - US Southeast to ... opportunities within these verticals. You will drive results by leading market and client acceptance across the complete NTT DATA Services portfolio, including… more
- Pegasystems (Charlotte, NC)
- Customer Engagement Sales Specialist - Financial Services Job Category: Sales Location: US - North Carolina - Remote **Meet Our Team:** The product segment team ... success of Pega and our clients. As a sales specialist , you will report directly into the Pega sales...and solutions to learn how to map solutions to client needs and develop an expertise in Pegasystems for… more
- Deloitte (Charlotte, NC)
- …audit procedures and risk assessments. In addition to the delivery of these Fraud Specialist services , you will have the opportunity to help raise the fraud ... with a record of accomplishment leading fraud and forensics services ? At Deloitte, we have a team of Fraud...forensic experience. Deloitte & Touche LLP's Fraud & Forensic Specialist Group is seeking a high-performing Senior Manager to… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: HFA Service Specialists provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities ... and interaction between the client and Huntington, in terms of the establishment, documentation...Services + Minimum of 9 months of customer service experience within Investments/Financial Services + Series… more
- Market My Market (Charlotte, NC)
- … Client Experience team. About the Role We're searching for a skilled financial specialist to process, track, and record client invoices and payments in an ... Accounts Receivable Specialist About the Position Market My Market is...monthly invoices to approximately 200 clients. They will submit client payments via credit card and ACH, check accounting… more
- Truist (Charlotte, NC)
- …assist management in the planning and directing daily processing activities within Client Services to ensure appropriate staffing and production levels are ... creating an excellent client experience and delivers a high-quality level of service in a professional work environment. The role sets the tone and expectation… more
- City National Bank (Charlotte, NC)
- *LOAN CLOSING SPECIALIST SR* WHAT IS THE OPPORTUNITY? The Loan Closing Specialist (LCS) is responsible for the completion of due diligence associated with the ... team. WHAT WILL YOU DO? * The Loan Closing Specialist (LCS) is responsible for the completion of due...to the satisfaction of loan closing conditions, documents, and services *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary:… more
- Market My Market (Charlotte, NC)
- About the Position Market My Market is seeking a skilled PPC Specialist to join our digital marketing team on a contract basis. Reporting to the PPC Director, the ... PPC Specialist will be responsible for the daily management, optimization,...role requires a detail-oriented professional who can balance multiple client accounts while driving measurable results through data-driven decision… more