Client Success Associate Salary at Debtbook BETA

Job Type Full-time Description GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do. GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community. As part of our team, you'll have access to a wide range of learning opportunities through our membership with RSM Alliance. You'll enjoy engaging client work, minimal travel, a

Job Description Job Description We are seeking a Director of Client Services. This is a remote, full-time and direct hire role for one of our amazing partners in the banking industry. They work with financial institutions to provide bottom-line benefits for strengthening account holder relationships and providing new income streams. They transform the way customers view their banking relationship by delivering data-driven retail checking and small business strategies, direct response insurance programs, and identity protection services. You will be responsible for managing existing relationships with their mid-level to top revenue clients in both the bank and credit union industries. You will provide a high level of service and support to existing clients post-launch while also managing client retention and the contract renewal process for specific clients. You will visit assigned clients to build multi-level relationships, share best practices for success, and ensure your product is a

Registered Wealth Management Client Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comesfrom transparency. Our trustedadvisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and wit

Are you Ready to Engineer Your Career? At IMEG, one of the largest design consulting firms in the U.S., we strive to provide exciting and rewarding career opportunities to our team members. We work hard and are passionate about what we do but also love to have fun along the way. We celebrate the ability to be a firm of over 2900 employees in the US and beyond who still provides a local office approach and feel to each of our employee-owners. From opportunities to get involved and give back locally through our Community Involvement Committees to the ability to partner with exciting clients, we take our jobs seriously but have a great time in the process. As a company, we believe in investing in our team members and providing an environment for expansive growth. We put people first. We are proud to say we are a 100% employee-owned organization and take pride in our commitment to being a great place to work. We support this commitment through work-life balance, flexibility, continuoustrai

About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024. Position: A Private Advisor team?within our Rockefeller Global Family Office business is seeking a motivated individual to join its growing team as a Client Associate.?The Client Associate will work with?our Private Advisor?team members?and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and probl

Job Description Job Description Full-time $35,000-$50,000 Yearly - compensation based on experience Opportunities for commission and yearly bonus About the company Founded in 2000, Honeycutt Insurance is a family agency providing customized insurance solutions to neighbors across the Carolinas. As an independent agency we look for top-rated carriers to ensure clients get first-class coverage and service. We are a small family business who loves our team and are excited to add a member! When you join Honeycutt Insurance Agency, you’ll be treated like family, with opportunities for growth and flexibility to work hybrid. About the job The Client Service Representative (CSR) supports the team by providing professional and friendly service to clients. This includes answering the phone, executing policy and plan changes, keeping client information up to date, and creating proposals. The details Spend time with clients on phone, emails, or in person to answer and execute service questions. Wo

Unlock Learning for All: Here at Ellucian, we are motivated by a mission - power education so institutions can empower student success. We are the global market leader in EdTech for higher education, serving more than 2,900 customers and reaching over 22 million students in 50 countries. We are dedicated to helping higher education unlock learning for all by providing solutions that support the entire student lifecycle and deliver insights needed now and into the future. We embrace the power to lead, the courage to innovate, and the determination to grow. At our core, we believe in humanizing our approach, recognizing that our people are our greatest strength. With a shared vision of transformation, we endeavor to shape a brighter future for higher education. About the Opportunity: As the Chief Information Officer (CIO), you will be an innovator on the campus and will bring appropriate new ideas and approaches in collaboration with the campus leadership. You will manage strategic and t

Job Description Job Description Founded in 1946, Duncan-Parnell is a leading supplier of high-quality signs and graphics for design firms, retail establishments, architects, construction companies, home builders, developers, and many other clients across the Southeast. We specialize in providing signs and graphics and a range of services to help make our customers’ projects successful. Duncan-Parnell is looking for a Customer Experience & Design Support Specialist to join our Signs & Graphics team in Charlotte, NC. This position plays a pivotal role in facilitating the seamless execution of projects from inception to completion. This individual collaborates closely with both the sales and production teams to ensure timely delivery and client satisfaction. The ideal candidate possesses strong computer literacy, proficiency in Adobe Creative Suite, and the capacity to manage multiple tasks in a fast-paced team setting. Job Summary Key responsibilities include order processing based on sa