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Top Customer Success Jobs in Charlotte, NC

YesterdaySaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Financial Services
The Senior Quality Assurance Administrator manages quality control processes, provides training and guidance, scores performance, and ensures regulatory compliance in legal services at Wells Fargo.
Top Skills: 1LlgHoganMS OfficeWells Fargo Systems
YesterdaySaved
Hybrid
11 Locations
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
The Senior Wealth Banking Specialist manages affluent client relationships, analyzes financial goals, and collaborates with teams to improve client services, ensuring compliance with banking regulations.
Top Skills: ExcelMS OfficeOutlookPowerPointTeamsWord
YesterdaySaved
Hybrid
11 Locations
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
Manage and service affluent client relationships in lending and banking, identify service improvements, coordinate with internal teams, and ensure compliance with financial regulations.
Top Skills: Client LinkCRMDiprExcelMicrosoft Office (TeamsOutlookPowerpoint)SvpTmtWord
YesterdaySaved
Hybrid
11 Locations
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
Manage affluent and high net worth client relationships in lending and banking products. Provide financial recommendations and ensure compliance with regulations.
Top Skills: ExcelMicrosoft Office (TeamsOutlookPowerpoint)Word
YesterdaySaved
Hybrid
2 Locations
Senior level
Senior level
Fintech • Financial Services
The Senior Quality Assurance Administrator provides guidance, monitors quality assurance programs, and facilitates team training while ensuring compliance with regulations and internal policies.
Top Skills: 1LlgHoganMS OfficeWells Fargo Systems
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YesterdaySaved
Hybrid
11 Locations
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
The Senior Wealth Banking Specialist manages client relationships, identifies service improvements, analyzes financial goals, and collaborates with internal teams to ensure optimal banking product offerings.
Top Skills: ExcelMicrosoft Office (TeamsOutlookPowerpoint)Word
YesterdaySaved
Hybrid
11 Locations
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
The role involves managing affluent client relationships, analyzing financial needs, coordinating with banking teams, and ensuring compliance with banking regulations.
Top Skills: Client LinkCRMDiprMS OfficeSvpTmt
YesterdaySaved
Hybrid
11 Locations
87K-168K Annually
Senior level
87K-168K Annually
Senior level
Fintech • Financial Services
Manage and service affluent client portfolios in banking and lending, identify service improvements, and ensure compliance with banking policies.
Top Skills: ExcelMicrosoft Office (TeamsOutlookPowerpoint)Word
YesterdaySaved
Hybrid
5 Locations
68K-125K Annually
Junior
68K-125K Annually
Junior
Fintech • Financial Services
Manage affluent client relationships, analyze financial goals, coordinate with teams, ensure compliance with SAFE regulations, and provide customer service.
Top Skills: ExcelMicrosoft Office (TeamsOutlookPowerpoint)Word
YesterdaySaved
Hybrid
Matthews, NC, USA
Junior
Junior
Fintech • Financial Services
Wells Fargo seeks a Branch Small Business Banker to build and manage relationships with small business clients, focusing on their banking needs and providing financial consultations.
Top Skills: Crm ToolsRegulatory Compliance
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