Account Specialist: Client Relations & Data Analytics
Libra Solutions
Libra Solutions is seeking a highly motivated Account Specialist to join our team in Huntersville, NC, soon relocating to Charlotte, NC. This role focuses on extensive client communication, data management, and reconciling accounts to support our medical and legal clients effectively. The ideal candidate will excel in building relationships, managing multiple responsibilities, and adapting to changes. We offer competitive compensation and a robust benefits package that includes health insurance and a 401(k) plan. #J-18808-Ljbffr
- ...Senior Level Client Relations Specialist | Client Relations Specialist [COC002702... ...strategies. Conduct regular account reviews. Resolve high-... ...business processes, data, systems, and people Communication... ...with Adobe Acrobat, data analytic tools, and Visio, and the...SuggestedFull timeContract workTemporary workWork at office
- ...Client Services Account Coordinator Looking for a role where your attention to detail and client... ...reporting for all account adjustments and related activities Communicate with... ...maintain Salesforce and billing system data and align parent/child accounts appropriately...SuggestedContract workWork at office
- ...Job Description: The Client Advisor is responsible for delivering the best possible service experience to both current and prospective... ...binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to the...SuggestedWork from homeFlexible hours
- ...Sales & Client Advisor With Keys We are currently seeking a Sales & Client Advisor with Keys who will report to the Store Director... ...to company's standards Ensure that all company information related to visual standards, received from Store Manager and Corporate...SuggestedFull time
- ...Summary: The Strategic Account Specialist (STAS) is responsible for providing... ...· Reviews the accuracy of client documents and ensures... ...Probe, develop, and close all related products sales inquiries/lead... ...experience and/or training in data entry, office equipment and...SuggestedWork at office3 days per week
- A leading sign and visual communications company in Charlotte is seeking a dynamic Customer Service Representative. In this role, you will be the first point of contact for customers, helping them solve problems and providing excellent service. Ideal candidates will have...
$25 per hour
...Works, we rely on knowledgeable professionals to interact with our clients receiving disability benefits (SSI/SSDI) who are seeking to... ...tasks, including providing answers, instructions, and assistance related to the Ticket to Work program. As the primary point of contact...Hourly payTemporary workWork at officeTrial period$20.3 per hour
...Key Account Support Specialist Job Locations US-MA-Foxboro | US-NJ... ...Time Category Client Services/Account Management... ...resolve, using insights and data to recommend improvements.... ...supervisor or other manager related to the position/department....Full timeWork at officeFlexible hoursShift work- ...Cordell, Inc. in Charlotte, NC is seeking a dedicated administrative professional to serve as the primary point of contact for client inquiries. This role involves scheduling consultations, managing attorney calendars, and ensuring an organized office environment. The...Work at office
$50k
...take center stage as you build lasting relationships, grow your client portfolio, and shape the trajectory of your career. In this... ...or Experience: Post‑secondary schooling in a relevant field or related industry experience. Detail‑Oriented: Exceptional attention to...Full timeWork at officeMonday to Friday- ...Description Job Description Inside Account Specialist Job Description: About Us... ...updates to leadership teams Utilize SAP data to target sales opportunities and track... .... Bachelors degree in business or a related field required At least 1 year of...
- ...The Client Experience Specialist is a service minded professional who manages all... ...processing by entering transaction-related expenses, verifying... ...management and financial tools. Analytical Thinking & Transaction... ...while analyzing data to identify discrepancies,...Contract workTemporary workRemote work
- ...Relation Insurance Services in Charlotte, North Carolina is seeking a Client Service Specialist for their Small Business Unit. This role involves administrative tasks related to account management and policy servicing for small commercial accounts. The ideal candidate...
- ...to deliver the Tiffany Experience to each client and Tiffany is committed to creating an... ...store commercial targets. Capture client data. Cultivate new and existing client... ...retail or luxury retail or relevant client-related experience (e.g., hospitality). Proven...Full timeRemote workNight shift
$35k - $50k
...an independent agency we look for top-rated carriers to ensure clients get first-class coverage and service. We are a small family... ...-task Strongly Preferred BA/BS in business, Insurance or related field Property and Casualty Producer License Preferred...Full timeLocal area- ...Representatives are a part of Investment Client Care (ICC) which acts as the service support... ...as well as Financial Advisor assigned account holders, referring more complex issues to... ...completing distributions. Answer inquiries related to tax documents, trade confirmations,...Full timePart timeSecond jobWork at office
- ...travel brands to design seamless, memorable travel experiences for clients worldwide. Our mission is to help travelers plan... ...planning tools and industry resources Eligibility for travel-related discounts and incentive programs Opportunities for advancement...Remote workWorldwideFlexible hours
$130k - $160k
...Job Description The role The Client Portfolio Specialist is responsible for overseeing and executing... ...Strong technical skills related to asset / liability-based investment... ...coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent...Temporary workLocal areaFlexible hours- ...Summary/Objective The Sr. Client Implementation Specialist will be responsible for collaborating with cross-functional teams to drive implementations... ...to ensure the solution satisfy client's requirements related to overall solution functionality, application...Full timeCasual workWork at officeLocal areaImmediate startMonday to FridayAfternoon shift
- ...CAPTRUST is seeking a Wealth Client Management Consultant who... ...correspondence, reports, new account paperwork, and advisory agreements... ...tasks simultaneously Analytical thinker and problem solver... ...pregnancy, childbirth, or other related medical conditions), gender,...Temporary workWork experience placementWork at officeLocal areaFlexible hours
$15.38 - $35.58 per hour
...Client Service Specialist Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering... ...Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing...Work at officeLocal area- Mittera is currently seeking Client Service Specialists to join our team! The Client Service Specialist... ...departments Communicate with Account Executives, client service teammates,... ...Degree or certificate in business or related field preferred 1-3+ years of relevant...Temporary workShift work
- ...collaborative individuals to join our lively Client Services Team. These individuals will be... ...and office culture. Responsibilities Data entry into multiple internet‑based... ...application of concepts, practices and procedures related to insurance Strong written/verbal...Hourly payWork at officeImmediate startRemote work
$40k - $52k
...Responsibilities Communicates with clients, as directed. Uses system software for... ...dissemination of client documents, processes and related information in accordance with... ...and quality control principles Perform data and submission monitoring, tracking, scheduling...Full timeWork experience placementWork at officeFlexible hoursShift work- ...TwinThread is seeking a Client Service Associate based in Charlotte, North Carolina. In this role, you will manage relationships with Commercial Bank clients, resolving their requests while ensuring adherence to JP Morgan Chase standards. The ideal candidate will possess...
$60.5k - $81.5k
...Client Service Excellence Center Associate Are you ready to help us redefine what exceptional client service looks like? Join... ...connect with clients via inbound phone calls to assist with their account-related needs. If you have a passion for helping others, building...Remote work- ...Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team.... ...applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including... ...manner. Detail-oriented with strong analytical and problem-solving abilities....
- ...Responsibilities Provide client support via... ...and accountability for execution of... ...implementations and data conversions. Work... ...a client support specialist (or similar function... ...Information Technology or related field preferred.... ...listening and analytical skills Work...Full timeWork experience placementCasual workWork at officeLocal areaMonday to FridayAfternoon shift
- ...Remote Client Support Representative - Travel Charlotte, North Carolina, United States About the job Remote Client Support Representative... ...via email, phone, and messaging platforms Respond to travel-related inquiries in a timely, professional manner Assist with...Remote work
$40k - $60k
...Customer Relations Representative - State Farm Agent Team Member As an Customer Relations Representative - State Farm Agent Team Member... ...and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and...For contractorsWork at officeFlexible hours
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