Client Service Director Jobs in Charlotte

Application Deadline:07/14/2026Address:151 W 42nd StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portf...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the st...

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a clien...

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

Make money! Make a Difference! We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensive training program on all our hair loss solutions. New management believes in the power of hair and how it makes people feel happy secur...

POSITION SUMMARYClient Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Thi...

Job Description SummaryJob DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry Raymond James is seeking a dynamic Client Service Associate who is a motivated detail oriented and creative problem solver to...

POSITION SUMMARYClient Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Thi...

Job Description SummaryClients are our main priority at Prevender Financial Services and we are committed to personalized service. As we evolve we are seeking a Client Service Associate who shares our vision and values. This impactful role will represent our firm with strong customer service process...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client first mindset a...

Essential Job FunctionsResponds to orders general client inquiries invoice questions and client complaints.Records consistent problem areasResolves issues with orders delivery dates or service.Resolves the clients complaint; determining the cause of the problem; selecting and explaining the best sol...

Benefits:Health insuranceOpportunity for advancementPaid time offTraining & developmentVision insurance401(k) matchingCompany partiesCompetitive salaryDental insuranceEmployee discountsLocation: Cresson TX (In Office) Department: Client Experience Team Reports To: Director of Client Experience Posit...

Job Description SummaryMcLinden Financial is a diverse team united behind our clients goals. We believe in hard work integrity and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team.The ideal candidate is detail-oriented professional a...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

Client Service SpecialistLocation: 203A Log Canoe Circle Stevensville MD 21666Work Hours: Monday-Friday 8:00 AM-5:00 PMPay Range: $21.00-$26.00/hourHydrasearchis looking for a Client Service Specialist to join our team in Stevensville MD! The Client Service Specialist will provide customer service a...

POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the...

Starting pay: 85000.00- 90000.00Location: Charlotte NC or Minneapolis MN corporate officeLets talk about Canteen One! We are the national account management arm for Canteen the largest and most experienced food and retail service company in the United States. We help our clients take the best breaks...

What You Will DoThe Client Service Center Manager is responsible for delivering on our mission of creating the worlds best legal service for working families. You will lead a team of Supervisors and a Workforce Management Specialist while collaborating with the Member Experience Product Owner Qualit...

The position is an all-encompassing role which requires the teammate to deliver best in class client experience sales/service solutions as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding...