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Top Customer Success & Experience Jobs in Charlotte, NC

4 Days AgoSaved
Hybrid
Charlotte, NC, USA
Junior
Junior
Fintech • Financial Services
The Brokerage Client Assistant supports the Financial Advisory team with account information, administrative tasks, and client inquiries while ensuring regulatory compliance and process improvements in client support.
Top Skills: ExcelMS Office
Reposted 15 Days AgoSaved
Hybrid
Charlotte, NC, USA
Mid level
Mid level
Fintech • Financial Services
The Customer Service Manager will lead a team providing customer support for Alternative Investments, manage escalated issues, drive service improvements, and mentor staff while ensuring client satisfaction.
Top Skills: MS Office
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