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Client relationship manager Jobs in Greensboro, NC

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Client relationship manager • greensboro nc

Last updated: 3 days ago

Client Relationship Specialist - Greensboro, NC

Charles Schwab Inc.Greensboro, NC, United States
Full-time

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for custom... Show more

Pharmacy Relationship Manager

America's Pharmacy Group, LLCGreensboro, NC, US
$85,000.00–$100,000.00 yearly
Full-time
Quick Apply

Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great... Show more

Benefits Relationship Manager

Brown & BrownGreensboro, NC, United States
Full-time

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown is seeking a Benefits Relationship Manager t... Show more

Relationship Banker Vandalia

WELLS FARGO BANKGREENSBORO, North Carolina, United States of America
Full-time +1

Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ... Show more

Account Manager, Private Client Services

Mercer FranceGreensboro, NC, United States
Permanent

Account Manager, Private Client Services (Personal Insurance).Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions... Show more

Senior Client Manager, Business Insurance

Oliver Wyman, LLCGreensboro, NC, United States
Permanent

Senior Client Manager, Business Insurance.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations an... Show more

Client Success Associate

CatapultGreensboro, NC, USA
$50,000.00 yearly
Full-time
Quick Apply

Greensboro, NC (Hybrid: office, client sites, events).If you're the person clients trust, open up to, and actually enjoy talking to – you'll do well here.This is not transactional sales-it's.... Show more

Financial Relationship Banker-Lawndale, Greensboro NC

HuntingtonGreensboro, NC, United States
Full-time

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.Our branch colleagues have an opportu... Show more

Senior Client Manager, Business Insurance

Marsh & McLennanGreensboro, NC, United States
Permanent

Senior Client Manager, Business Insurance.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations an... Show more

Relationship Banker - Pisgah Church - Greensboro, NC

JPMorgan ChaseGreensboro, NC, United States
Full-time

Relationship Banker In Branch Banking.You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face ... Show more

Client Specialist with Athletic Background

Northwestern Mutual - GreensboroGreensboro, NC, US
$81,000.00 yearly
Full-time

Join the Winning Team at Northwestern Mutual (NM) - Greensboro!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a.Northw... Show more

Client Advisor

Toyota of GreensboroGreensboro, NC, United States
$68,000.00 yearly
Full-time

We are seeking a customer-oriented and results driven Client Advisor to join our Sales team.Guaranteed pay for 2 weeks: Weekly Guarantee - $1,000 for two weeks.Average yearly salary - $68,000.No ex... Show more

Remote Client Services Associate

Blyss JourneysGreensboro, North Carolina, United States
Remote
Full-time
Quick Apply

This role is centered on organization, responsiveness, and maintaining positive client relationships in a remote environment.This opportunity is well suited for individuals seeking flexible work ar... Show more

Remote Client Operations Manager

AO Globe LifeGreensboro, AR, US
Remote
Full-time
Quick Apply

AO Globe Life is expanding its fully remote team and seeking experienced, people-focused professionals who want to bring their leadership mindset and client service experience into a mission-driven... Show more

Wholesale Relationship Specialist II (Hybrid)

Atlantic Union BankGreensboro, NC, United States
$51,650.00 yearly
Full-time

Wholesale Relationship Specialist II (Hybrid).Requisition Number: WHOLE009841.Salary Range: $51,650 USD to $77,487 USD.Location: Greensboro, NC 27408, USA.The Relationship Specialist II responsibil... Show more

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Client Relationship Specialist - Greensboro, NC

Client Relationship Specialist - Greensboro, NC

Charles Schwab Inc.Greensboro, NC, United States
5 days ago
Job type
  • Full-time
Job description

Your Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.

What You Have

Required Qualifications:

  • 1+ years of client/customer service experience

Preferred Qualifications:

  • Previous experience in financial services/wealth management and/or closely related industry.
  • While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
  • Ability to handle client needs with tact and diplomacy
  • Outstanding written and oral communication skills
  • Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Ability to build and maintain good cross-enterprise working relationships
  • Basic understanding of brokerage regulations and rules that govern client accounts
  • May be asked to become a notary