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Client Relationship Manager

Client Services & Onboarding Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Vaco
Full Time position
Listed on 2026-02-01
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
A leading consulting firm is seeking a Client Services Specialist in Charlotte, NC. The ideal candidate will have 3+ years in the insurance or investment advisory industry, a high school diploma, and be adept at managing client service issues and maintaining client databases. Responsibilities include preparing paperwork for insurance products, tracking new business, and ensuring high customer satisfaction. This role is critical in delivering best-in-class client service and requires excellent communication skills.
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