Top Tech Jobs & Startup Jobs in Charlotte, NC

The Account Services Representative assists Client Service Managers in providing top-notch service, resolving client requests, coordinating transactions, generating reports, and managing projects efficiently.

Owns enterprise endpoint architecture and strategy across Windows, macOS, and mobile platforms for approximately 7,500 endpoints. Leads Microsoft Intune, Autopilot, Apple Business Manager, Entra ID, Group Policy, provisioning, patching, application packaging, endpoint security, mobility services, hardware standards, vendor relationships, licensing, and lifecycle management. Provides technical governance, automation, incident support, and cross-functional leadership without direct supervision.

Serve as the primary relationship contact for institutional trust and fiduciary accounts, including Fortune 500 retirement plans. Manage client service, account onboarding, documentation, deliverables, inquiries, trade and transaction oversight, participant communications, audits, and annual reviews. Coordinate with trust administrators, operations, finance, legal, and senior management while identifying cross-selling opportunities and ensuring procedural compliance.

Manages client reporting for bank- and insurance-owned life insurance portfolios. Responsibilities include analyzing policy values, crediting rates, yields, and trends; preparing and quality-checking reports; resolving client-specific issues; interpreting policy, accounting, tax, regulatory, and GAAP requirements; maintaining administrative workflows; handling sensitive PII; and supporting process improvements and client communications.