Top Tech Jobs & Startup Jobs in Charlotte, NC

Respond to inbound inquiries from shareholders, brokers, and dealers while delivering accurate, high-quality customer service. Responsibilities include issue resolution, operational support, mentoring and training new employees, service-level reporting, client onboarding, documentation, compliance, quality assurance, and process improvement. The role requires strong communication, problem-solving, multitasking, computer proficiency, and at least one year of customer service experience in retail, banking, or financial services.

Provides client relationship and investor services support for alternative investment products. Handles inbound and outbound inquiries, researches and resolves issues, processes investor account transactions, oversees service quality, manages escalations, and collaborates with internal teams. The role also supports process improvements, service efficiency, client satisfaction, and ongoing professional development.

Drive new sales within the US insurance market, managing complex processes from prospecting to closing. Maintain a strong sales pipeline and conduct outreach while collaborating with internal teams.

The Sales Executive will drive new logo sales in the US insurance market, leading the sales process, managing client relationships, and promoting SS&C products and services.