Top Tech Jobs & Startup Jobs in Charlotte, NC

The Head of Money Out Operations oversees teams, defines strategies, manages budgets, ensures client satisfaction, and drives continuous improvement in operations.

The Client Relationship Manager oversees relationships with key clients, ensuring satisfaction and retention by coordinating internal support and enhancing service strategies.

The Head of Transition Services is responsible for leading client onboarding processes, driving transformation, and ensuring exceptional customer experiences while managing multiple teams and projects.

The Client Relationship Manager ensures service delivery to financial advisors and clients, manages account relationships, resolves issues, and supports client retention strategies while promoting product enhancements.

This role involves strategic problem solving, hands-on data analysis using R and Python, and collaboration with leadership to drive enterprise transformation and value realization in the financial services sector.

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

The Social Media Specialist manages social media content across corporate channels, coordinating with various teams to enhance brand visibility and engagement.

Provide legal counsel for retirement plans, manage disputes and contracts, ensure compliance, and collaborate with various business leaders.

The Relationship Manager serves as the primary contact for institutional clients, managing trust services, account onboarding, and client communications while ensuring service excellence and compliance.

Manage and maintain client non-qualified retirement plan accounts, process transactions with trustees and trading desk, handle participant call center escalations, ensure accurate recordkeeping, and liaise with clients to meet service standards.