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Client services manager Jobs in Raleigh, NC

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Client services manager • raleigh nc

Last updated: 8 hours 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

Remote Client Services Associate – Travel Industry

AspiretalentagencyCary, NC, United States
Remote
Full-time
Quick Apply

We are seeking a professional and customer-focused.Remote Client Services Associate.This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent c... Show more

 • New!

Director, Client Services

Kobie MarketingRaleigh, NC, United States
Full-time

Named a Top Workplace in the USA and Top Remote Workplace, Kobie is where the best minds in loyalty come together, driven by passion and innovation.We're always looking for talented individuals who... Show more

Client Service Manager

Dragonfly Pond WorksRaleigh, NC, United States
$65,000.00 yearly
Full-time

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 join a growing... Show more

Client Development Manager

SchaeferRaleigh, NC, United States
Full-time

Schaefer Client Development Manager.This role is for a relationship-builder and strategic thinker who thrives on creating opportunities and expanding client partnerships.As a Schaefer Client Develo... 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

Manager, Financial Services

Regency Centers Reit CorpRaleigh, NC, United States
Full-time

At Regency Centers, our people are our greatest asset, and we believe that our highly skilled and talented team makes us better.We are seeking a Manager of Financial Services to join either our cor... Show more

Client Service Manager - Water Services

CDM SmithRaleigh, NC, United States
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

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

Resident Services Manager

Core SpacesRaleigh, NC, United States
Full-time

Core Spaces (Core) is more than a real estate company, it's a people company.Where building relationships is just as important as building properties.From researchers and architects to designers an... 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

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

Pro Services Manager

Floor & Decor HoldingsRaleigh, NC, United States
Full-time

This position is responsible for providing leadership of the Pro business within a designated sales territory by driving sales growth and profitability using appropriate marketing and sales methodo... Show more

Field Services Manager

Applied Industrial TechnologiesRaleigh, NC, United States
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 Business Insurance

Mercer FranceRaleigh, 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

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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.