Client Relations Supervisor

2 weeks ago


Charlotte, North Carolina, United States Capital Wealth Advisors Full time
Client Relations Supervisor

Capital Wealth Advisors is seeking a detail-oriented Client Relations Supervisor to enhance our dedicated team. This position is pivotal in delivering outstanding service to our clients and advisors, ensuring seamless daily operations while assisting with various administrative responsibilities.

Key Responsibilities:

  • Assist advisors in their daily functions and foster an efficient workplace.
  • Ensure timely completion of all client follow-up activities.
  • Provide exceptional customer service and nurture client relationships.
  • Manage general administrative tasks and support overall company operations.
  • Prepare advisors for client meetings and facilitate the onboarding process.
  • Collaborate on marketing initiatives and maintain the CRM database.

Essential Skills:

  • Proactive individual with strong organizational capabilities.
  • Experience in the financial services sector is advantageous.
  • Meticulous attention to detail with excellent prioritization abilities.
  • Ability to thrive both in a team setting and independently.
  • Proven ability to meet deadlines while maintaining confidentiality.
  • Strong communication and time management proficiencies.

Qualifications:

  • At least 5 years of relevant experience.
  • Demonstrated expertise in client service.

Technical Proficiencies:

  • Familiarity with Microsoft Office and Salesforce CRM is preferred.
  • Must possess strong technical aptitude.

Education: A Bachelor's Degree is preferred.

Compensation: We offer a competitive salary along with comprehensive benefits.

Industry: Financial Services

Employment Type: Full-time



  • Charlotte, North Carolina, United States Strategic Staffing Solutions Full time

    Position Title: Client Service Associate – Immediate Hiring AvailableLocation: Charlotte, NCCompensation: $24-25/HR on W2 Only – No C2CWork Environment: Onsite Required (Hybrid/Remote is NOT an Option)Contract Duration: 24+ monthsJob ID: 237315***VISA TRANSFERS AVAILABLE***Essential Qualifications:Proficient in mortgage documentation, including but not...

  • Nurse Supervisor

    5 days ago


    Charlotte, North Carolina, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking an experienced Registered Nurse Supervisor to join our team. As a key member of our healthcare team, you will be responsible for supervising nursing staff and ensuring the highest level of patient care.Key ResponsibilitiesSupervise Nursing Staff: Direct and coordinate the activities of nursing staff to ensure the...


  • Charlotte, North Carolina, United States Amerit Fleet Solutions Full time

    OverviewAmerit Fleet Solutions, a prominent player in the Fleet Maintenance sector, is on the lookout for a skilled Customer Service Coordinator to assist key accounts. This role is vital in ensuring optimal equipment longevity and minimizing operational interruptions for our clients' fleets.Key Responsibilities:Serve as the main contact for clients...


  • Charlotte, North Carolina, United States Vestmark Full time

    Client Support Specialistat Vestmark, Inc. is a leading provider of Unified Managed Account Platforms tailored for Registered Investment Advisors. Our mission is to elevate the RIA community by delivering exceptional, conflict-free, fee-based investment advice to clients. With over 15 years of dedicated service, we are committed to enhancing the client...


  • Charlotte, North Carolina, United States Vestmark Full time

    Client Support Specialistat Vestmark, Inc. is part of Adhesion, a subsidiary focused on delivering a comprehensive Unified Managed Account Platform tailored for Registered Investment Advisors. Our mission is to empower the RIA community through a fiduciary approach, ensuring the highest standards in providing transparent, fee-based investment guidance to...


  • Charlotte, North Carolina, United States Strategic Staffing Solutions Full time

    Position Title: Client Service Associate – Immediate OpeningsLocation: Charlotte, NCCompensation: $24-25/HR on W2 Only – No C2CWork Environment: Onsite Required (Hybrid/Remote is NOT an Option)Contract Duration: 24+ monthsJob Reference ID: 237315***VISA TRANSFERS AVAILABLE***Essential Qualifications:Proficient in mortgage documentation, including but not...


  • Charlotte, North Carolina, United States Vestmark Full time

    Client Support Specialistat Vestmark, Inc. is a leading provider of Unified Managed Account Platforms tailored for Registered Investment Advisors. Our commitment to the RIA community and the fiduciary model drives us to elevate the standard of conflict-free, fee-based investment advice. With over 15 years of dedicated service, we are passionate about...


  • Charlotte, North Carolina, United States RPCG LLC Full time

    Client Relations SpecialistR.P.C.G., LLC (R.P.C.G.) is in search of a committed Client Relations Specialist to enhance their operations. This position focuses on delivering assistance for Retirement Plan and Retail Client Service Models, guaranteeing precise client information, and engaging with clients to inform them about retirement solutions.Advantages of...


  • Charlotte, North Carolina, United States Townsquare Interactive Full time

    Client Relations SpecialistPosition Overview:This role is centered around fostering strong relationships with our clientele while working within a dynamic team environment.About Townsquare Interactive:Townsquare Interactive is dedicated to supporting small and medium-sized enterprises in achieving their goals. Our comprehensive business management solutions...


  • Charlotte, North Carolina, United States Barings Full time

    Company OverviewAt Barings, we prioritize the growth and development of our associates just as much as we do for our clients. We value dedication, integrity, and effective communication, recognizing the unique skills and expertise each team member brings to the table. Our commitment to collaboration and client-focused service is paramount.Position SummaryWe...


  • Charlotte, North Carolina, United States UniFirst Corporation Full time

    UniFirst Corporation is seeking a committed Client Relations Specialist to become an integral part of our team. In this pivotal role, you will be essential in delivering outstanding client support, acting as a crucial connection between our clients and the organization. Enjoy a structured work schedule with weekends free. We provide immediate opportunities...


  • Charlotte, North Carolina, United States Sparks Group Full time

    Position OverviewBecome Part of Our Team:Are you ready to embark on a rewarding journey in a Client Relations role? Sparks Group is collaborating with a leading manufacturer to identify a Client Relations Specialist for a potential full-time opportunity. In this position, you will serve as the primary contact for B2B clients, overseeing order processing and...


  • Charlotte, North Carolina, United States All South Flooring Full time

    Position OverviewWe are looking for a dedicated Client Relations Coordinator to enhance our customer support team. In this role, you will assist clients by delivering detailed product and service insights while addressing any technical challenges they may encounter.Key Responsibilities:Facilitate order processing and provide sales assistance to field...


  • Charlotte, North Carolina, United States Liberty Mutual Group Full time

    Client Relations Specialist at Liberty Mutual GroupEmploy consultative sales methodologies to identify and engage potential clients for new business opportunities.Assist in the onboarding process for new clients, including reaching out to finalize sales and service agreements.Recognize opportunities for cross-selling in collaboration with the Lead Sales...


  • Charlotte, North Carolina, United States Surface Experts - SW Charlotte & Rock Hill Full time

    Client Relations SpecialistBase Salary with Unlimited CommissionAre you passionate about contributing to the growth of a dynamic company? Do you appreciate independence while excelling in a results-driven environment? At Surface Experts - SW Charlotte & Rock Hill, we foster a supportive culture that prioritizes employee success and well-being.As a Client...


  • Charlotte, North Carolina, United States ZeeRecruit Full time

    Job OverviewPosition: Client Relations SpecialistBenefits – (Subject to Zee Discretion)Health CoverageDental CoverageVision CoverageLife CoverageRetirement PlanCompany VehiclePaid Time Off/Holidays/Sick LeaveRole ObjectiveAs a Client Relations Specialist, you will immerse yourself in the structured sales methodology of ZeeRecruit, completing necessary...


  • Charlotte, North Carolina, United States Corning Incorporated Full time

    Client Relations CoordinatorOverview:At Corning Incorporated, we are at the forefront of innovation in materials science, leveraging over 160 years of expertise in specialty glass, ceramics, and optical physics to create transformative products that enhance lives.Position Summary:The Client Relations Coordinator plays a pivotal role in ensuring the seamless...


  • Charlotte, North Carolina, United States Megladon NC Full time

    Position OverviewIn the realm of customer engagement, our focus remains on delivering unparalleled service. As a Client Relations Specialist, you will play a pivotal role in enhancing brand visibility and fostering community connections for our diverse clientele. Your contributions will be essential in crafting memorable customer interactions that elevate...


  • Charlotte, North Carolina, United States Insight Global Full time

    Insight Global is seeking a Client Relations Coordinator to join our dynamic team. This role is pivotal in fostering strong connections with our valued clients and serving as their primary liaison to address a variety of concerns. The ideal candidate will possess a proactive approach to problem-solving, ensuring that client satisfaction remains a top...


  • Charlotte, North Carolina, United States Guided Insurance Solutions Full time

    Company Overview:Guided Insurance Solutions is a part of the Baldwin Group, dedicated to providing exceptional insurance brokerage services. We pride ourselves on our human touch, ensuring that our clients receive personalized support and guidance in navigating their insurance needs.Position Summary:The Client Relations Analyst plays a crucial role in...