14 client service specialist jobs found in Charlotte

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet is looking for an Implementation Specialist to join our Professional Services group to focus on delivering our Performance Solutions to our clients. Our Professional Services Group is an essential partner to our clients to support complex changes across their organizations, drive enterprise deployments of FactSet solutions,...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and...

First Horizon National Corporation Location: On site at location listed in job posting. Schedule: Monday through Friday, 9:00am to 5:00PM Summary The Treasury Management (TM) Implementation Specialist is responsible for supporting a team of TM Sales Officers by turning TM revenue opportunities sold by Treasury Management Sales and RMs into realized revenue. This position plays a key role in the end-to-end complex customer implementation function for Treasury Management Services and is critical to a high quality on-boarding customer experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsible for playing a key role and leading the end-to-end client implementation process including initial client training for Treasury Management Services Candidates should have working knowledge of complex TM products and services, such as Lockbox, Positive Pay, Image Cash Letter, and ACH NACHA files Ability to convey technical information in a way that is easy for others...

Moody's At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into...

McMillan Pazdan Smith Architecture Description McMillan Pazdan Smith is an award-winning architecture, interior design, and advisory services firm with eleven studios located in the southeast with over 450 employees. We pride ourselves on strong client relationships and community partnerships. Our projects represent the work of a collaborative group of dedicated design professionals driven by a solitary goal: to deliver a functional solution that inspire collaboration, function, imagination, constructability, and attributes of a well-constructed environmental design. Are you a creative and detail-oriented marketing professional who is interested in joining a leading architecture firm? We're seeking a passionate marketing specialist to join our team and drive the creation of compelling proposals and marketing materials that showcase our firm's value and expertise. If you thrive in a collaborative environment and are excited about contributing to innovative projects, this...

McMillan Pazdan Smith Architecture Description McMillan Pazdan Smith is an award-winning architecture, interior design, and advisory services firm with eight studios located in the southeast. We pride ourselves on strong client relationships and community partnerships. Our projects represent the work of a collaborative group of dedicated design professionals driven by a solitary goal: to deliver a functional solution that inspires collaboration, function, imagination, constructability, and attributes of a well-constructed environmental design. A leader who has exceptional planning and facilitation skills to work directly with clients. A manager of company and project resources to successfully complete projects. A strategic business thinker who can create, apply, and implement methodologies, standardization and processes across practice areas. Someone who creates client connections to generate project leads and develop business opportunities. * Anticipate client...

McMillan Pazdan Smith Architecture Description McMillan Pazdan Smith is an award-winning architecture, interior design, and advisory services firm with eight studios located in the southeast. We pride ourselves on strong client relationships and community partnerships. Our projects represent the work of a collaborative group of dedicated design professionals driven by a solitary goal: to deliver a functional solution that inspire collaboration, function, imagination, constructability, and attributes of a well-constructed environmental design. A leader who has exceptional planning and facilitation skills to work directly with clients. A manager of company and project resources to successfully complete projects. A strategic business thinker who can create, apply, and implement methodologies, standardization and processes across practice areas. Someone who creates client connections to generate project leads and develop business opportunities. Responsibilities: *...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial...

Ameriprise Financial The Experienced Advisor Recruiting (EAR) Sourcing Specialist will play a critical role by engaging top-tier financial advisors to join Ameriprise Financial. This individual focuses on proactive outreach to experienced advisors within an assigned territory to set appointments for local Recruiting Directors and Field Leaders. The ideal candidate is a growth-oriented individual that has sales experience (in any industry) and wants to get started in financial services. We offer a training program, a clearly defined development path for career advancement, and opportunity to obtain your securities licenses - all designed to support your long-term success and professional growth. Key Responsibilities: Proactively contact financial advisors within your assigned territory to schedule meetings with our recruiters. Partner with internal recruiters, corporate partners, and field leaders to align sourcing efforts with business needs and hiring goals....

Doyon Management Services Overview: Doyon Management Services, LLC (DMS) provides Design-Build and General Construction Services on demolition, new construction, renovations, repairs, and civil projects at government-owned facilities and military installations. We work with government clients to meet agency goals and deliver high quality construction projects in the safest manner possible. The construction Quality Control Manager (QCM) holds the primary responsibility of directly reporting to the Project Manager and Corporate Management regarding the verification of adherence to all quality standards across our projects. Operating at the project level, the Quality Control Manager plans, coordinates, and supervises the implementation of construction quality control and quality assurance programs. Additionally, this position is tasked with creating, reviewing, and amending Project Quality Plans to keep current and ensure compliance with the contract, established...

Lincoln Property Company The Leave of Absence Specialist will oversee and administer leave requests and accommodations requiring specialized attention, particularly those arising under the Family and Medical Leave Act (FMLA), the Americans with Disabilities Act (ADA), state and local leave laws, and short-term or long-term disability plans. Essential Duties and Responsibilities Manage the entire leave process from initial request to return to work, including paperwork, eligibility determination, and designation of leave type. Providing clear and timely communication to employees, HR Business Partners, and managers regarding leave policies, eligibility and status updates. Facilitates other leave requests, which may include accommodation requests under the ADA. Administers other company time-off programs as assigned in accordance with internal policy and applicable laws. Ensuring adherence to federal and state laws and company policies. Investigating and solving...

Doyon Government Group Overview: Doyon Government Group (DGG) provides design-build and general construction services for demolition, new construction, renovations, repairs, and civil projects at government-owned facilities and military installations. The construction Superintendent / Quality Control Manager (QCM) / Site Safety & Health Officer (SSHO) is a " 3 hat " position supporting the Great Lakes region with key responsibilities for management, project quality, and safety standards. * The Superintendent coordinates all site construction activities and supervises all field personnel to successfully complete the project on schedule and within budget. This includes maintaining the highest quality, supervising all trade and field personnel, and administering good construction safety practices for all on-site activities. The Superintendent also maintains the job site office and closes out projects. * The QCM is responsible for reporting to the...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. As a globally inclusive community unified by the FactSet spirit of going above and beyond for...

McMillan Pazdan Smith Architecture Description McMillan Pazdan Smith is an award-winning architecture, interior design, and advisory services firm with eleven studios located in the southeast. We pride ourselves on strong client relationships and community partnerships. Our projects represent the work of a collaborative group of dedicated design professionals driven by a solitary goal: to deliver a functional solution that inspire collaboration, function, imagination, constructability, and attributes of a well-constructed environmental design. We are seeking an experienced Contract Specialist to join our firm! Serve as point of contact for all contract matters regarding architectural services. Collaborate with team members, outside counsel, and insurers while crafting, evaluating, negotiating, and executing a variety of different contracts covering a range of transactions. Develop and update the firm's contracting standard and templates as needed. Support...