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Client services manager Jobs in Raleigh, NC

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Client services manager • raleigh nc

Last updated: 1 day ago

Client Services Specialist

All Financial FreedomRaleigh, North Carolina, United States
Full-time

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.This opportunity is ideal for professionals who ar... Show more

Remote Client Services Coordinator

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

Remote Client Services Coordinator.This position is a great fit for organized, service-minded individuals who enjoy supporting clients, managing details, and working in a remote environment.As a Re... Show more

Field Services Manager

FCX Performance, IncRaleigh, NC, US
Full-time

Team Manager are vital roles in the PCI organization.The Team Manager and Senior Manager are responsible for delivering excellent services to PCI clients; managing, developing, and mentoring associ... Show more

Client Manager, Personal Insurance

Highstreet Insurance and Financial ServicesRaleigh, NC, US
Full-time
Quick Apply

Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients.This role is 99% service-focused, w... Show more

Client Service Manager - Water Services

CDM SmithRaleigh, North Carolina
Full-time

CDM Smith has an exciting opportunity for an experienced driven Sr.Client Service Leader to lead client engagement and business development for water infrastructure and resource services for multip... Show more

Client Manager Business Insurance

Marsh & McLennanCary, NC, United States
Permanent

Client Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive ... Show more

Account Advisor, Private Client Services

Independent Insurance Agents of North CarolinaRaleigh, NC, United States
$45,000.00 yearly
Full-time

Independent Insurance Agent/h2pServicing, retention, and rounding of personal insurance accounts.Responsible for all service-related activities within the book of business.The candidate will work d... Show more

Client Manager Business Insurance

Mercer FranceCary, NC, United States
Permanent

Client Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive ... Show more

Client Relationship Manager

Carolina Family Estate PlanningCary, NC, USA
$60,000.00 yearly
Full-time
Quick Apply

Are you driven by results and motivated by helping people take action? Do you enjoy consultative conversations that lead to real outcomes?.Carolina Family Estate Planning is seeking a Client Relati... Show more

Client Service Manager

Dragonfly Pond WorksRaleigh, NC, USA
$65,000.00 yearly
Full-time
Quick Apply

We are looking for a Client Service Manager to drive sales and revenue growth by building strong relationships with clients in the Raleigh, NC area.This is an exciting opportunity to.Sales, relatio... Show more

Business Process Specialist, Private Client Services

US012 Marsh & McLennan Agency LLCGlenwood,Raleigh
Full-time +1

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful w... Show more

Convention Services Manager

Hilton Raleigh North HillsHilton Raleigh North Hills Raleigh, NC
$19.00 hourly
Full-time

Driftwood Hospitality Management’s company culture empowers our associates to take initiative, be proactive, and contribute to the success of their property with well-defined strategies and objecti... Show more

Client Manager Business Insurance

Oliver Wyman, LLCRaleigh, NC, United States
Permanent

Client Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive ... Show more

Convention Services Manager

Driftwood Hospitality ManagementRaleigh, NC, United States
Full-time

Driftwood Hospitality Management's company culture empowers our associates to take initiative, be proactive, and contribute to the success of their property with well-defined strategies and objecti... Show more

Client Executive - Financial Services (Large Financial Institutions)

TransUnion LLCRemote, North Carolina
$92,250.00 yearly
Remote
Full-time

The Client Executive is a strategic, client-facing leader responsible for driving growth and deepening relationships with a key financial services client through data-driven solutions in credit, fr... Show more

Remote Client Success Manager

AILRaleigh, NC, US
Remote
Full-time
Quick Apply

AO Globe Life is expanding and hiring individuals who want a flexible, work-from-home role where they can build skills, work with people, and grow into leadership.In this position, you’ll con... Show more

Trading and Client Services Representative

First Citizens BankRaleigh, NC, United States
Full-time

First Citizens Wealth Team Position.Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals.Our First Citizens Wealth t... Show more

Client Relationship Manager

ErnestRaleigh, NC, United States
Full-time

Raleigh, North Carolina, United States.For over 80 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself.When you w... Show more

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Client Services Specialist

Client Services Specialist

All Financial FreedomRaleigh, North Carolina, United States
30+ days ago
Job type
  • Full-time
Job description

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.4

This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications

  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits

  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.