Senior Client Advocate
1 day ago
At Vanguard, we are seeking a talented Senior Client Advocate to join our Wealth Management team.
About the RoleThis is an exciting opportunity for a skilled professional to deepen loyalty with existing self-directed clients by anticipating their needs and demonstrating expertise to align solutions through education and guidance. The ideal candidate will support strategy planning for a book of business, model growth opportunities, contribute to business planning activities, and support client account retention.
The successful candidate will have a minimum of three years related work experience, preferably in Relationship Management and managing a book of business. An undergraduate degree or equivalent combination of training and experience is also required. This role follows a hybrid working model where we are in the office Tuesday, Wednesday and Thursday & work remotely on Monday and Friday.
Key Responsibilities- Deepen loyalty with existing self-directed clients by anticipating needs and demonstrating expertise to align solutions through education and guidance.
- Support strategy planning for a book of business, model growth opportunities, contribute to business planning activities, and support client account retention.
- Bring an attitude of genuine curiosity to personally connect with clients in order to evaluate their needs through consultations.
- Minimum of three years related work experience, preferably in Relationship Management and managing a book of business.
- Undergraduate degree or equivalent combination of training and experience.
- Graduate degree preferred.
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Senior Care Coordinator
2 weeks ago
Charlotte, North Carolina, United States Gentle Touch Senior Services Llc Full timeJob OverviewGentle Touch Senior Services LLC is seeking a reliable and organized Senior Care Coordinator to join our team. As a key member of our back-office staff, you will play a vital role in supporting our senior care operations.ResponsibilitiesAnswer phone calls and respond to emails from clients and their families regarding Gentle Touch Senior...
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Mission-Driven Community Advocate
2 weeks ago
Charlotte, North Carolina, United States NEIGHBORHOOD ASSISTANCE CORP. OF AMERICA Full timeAbout the JobWe are seeking a dedicated and talented Member Advocate to join our team at Neighborhood Assistance Corp. of America.Job Description:The Member Advocate will be responsible for working closely with clients to understand their financial situations and provide guidance on homeownership options, while also advocating for economic justice and...
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Senior Client Relationship Manager
2 weeks ago
Charlotte, North Carolina, United States Interstate Contract Cleaning Services, Inc Full timeAbout the RoleWe are seeking a highly motivated and results-driven Senior Client Relationship Manager to join our team at Interstate Contract Cleaning Services, Inc. The ideal candidate will have a proven track record in sales and account management, excellent communication skills, and a passion for delivering exceptional customer service.Key...
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Senior Director for Client Relationships
1 month ago
Charlotte, North Carolina, United States Paymentus Full timeJob SummaryThe Paymentus Senior Director, Account Management position is a key leadership role that oversees the retention, relationship expansion, and revenue growth of existing clients. This role is responsible for developing and executing strategies to drive client satisfaction and increase net revenue flow.Key ResponsibilitiesCollaborate with the...
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Senior Benefits Development Manager
1 day ago
Charlotte, North Carolina, United States American Senior Benefits Full timeAbout UsAmerican Senior Benefits is a proud and independent organization dedicated to serving the insurance needs of America's seniors. We pride ourselves on our commitment to customer service and satisfaction, and strive to provide the best possible solutions for our clients.Job SummaryWe are seeking a highly motivated and results-driven Sales and Business...
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Senior Home Care Provider
2 weeks ago
Charlotte, North Carolina, United States Gentle Touch Senior Services Llc Full timeWe are seeking a reliable and personable Senior Home Care Provider to join our team at Gentle Touch Senior Services Llc.Job SummaryThe ideal candidate will have a strong commitment to providing exceptional care and support to our clients in the comfort of their own homes.ResponsibilitiesAssist with maintaining personal hygiene by bathing, brushing hair and...
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Charlotte, North Carolina, United States Atrium Health Full timeJob SummaryAtrium Health seeks a Registered Nurse to serve as a Healthcare Advocate and Holistic Care Specialist. This role is responsible for providing holistic health care to individuals within the faith community and facilitating communication between healthcare providers and clients.ResponsibilitiesServes as a health educator, advocating for the...
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Senior Family Law Attorney Lead
2 weeks ago
Charlotte, North Carolina, United States Epperson Law Group, PLLC Full timeWe are seeking an experienced and skilled Senior Family Law Attorney Lead to join our team at Epperson Law Group, PLLC. In this role, you will manage family law cases with legal disputes on behalf of clients by developing agreements, negotiating contracts and advocating for clients in court.About the RoleThe ideal candidate will have a strong background in...
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Senior Care Business Development Representative
2 weeks ago
Charlotte, North Carolina, United States Always Best Care Senior Service Full timeAt Always Best Care Senior Services, we are committed to delivering exceptional senior care solutions that empower our clients to live safely and with dignity in their homes or skilled facilities. As a HomeCare Marketer, you will play a pivotal role in expanding our sales workforce and driving revenue growth.About the RoleWe are seeking a highly motivated...
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Supply Chain Customer Advocate
2 weeks ago
Charlotte, North Carolina, United States TEKsystems Full timeJob SummaryWe are seeking a highly skilled Supply Chain Customer Advocate to join our team at TEKsystems.About the Role:This is an exciting opportunity for candidates with 1-2 years experience to take their career to the next level.The Supply Chain Customer Advocate will play a critical role in improving the experience with our client by serving as a single...
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Geriatric Patient Advocate
3 weeks ago
Charlotte, North Carolina, United States Eventus WholeHealth Full timeSenior Care Navigator Job SummaryEventus WholeHealth is a leading provider of healthcare services for residents and patients of skilled nursing and assisted living facilities. We are seeking an experienced Care Coordinator to join our team.The ideal candidate will have strong organizational and time management skills, with the ability to prioritize tasks and...
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Customer Success Advocate
2 weeks ago
Charlotte, North Carolina, United States Apryse Full timeApryse is a leading provider of document software development technology, empowering clients to achieve their goals with cutting-edge solutions.We are seeking an Account Growth Specialist to support and nurture customer relationships, focusing on product adoption, satisfaction, and retention. This role offers opportunities for career growth into senior...
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Senior Client Engagement Specialist
1 day ago
Charlotte, North Carolina, United States PNC Financial Services Group Full timePNC Business BankersWe are seeking a skilled Relationship Manager I - Business Banker to join our Business Banking organization in Charlotte/North Carolina. As a key member of our team, you will provide personalized financial solutions to businesses with annual sales from $1 million to $5 million, driving growth and success for our clients.Your Key...
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Client Support Specialist
2 weeks ago
Charlotte, North Carolina, United States True Team Medical Full timeWe are seeking a full-time Peer Support Specialist to provide clinical services to all clients receiving ACT team services.Key Responsibilities:Assist in identifying, planning, scheduling, and implementing services for the client.Develop transition plans when clients move in and out of services.Act as an advocate in the community.Provide written...
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Client Success Director
4 weeks ago
Charlotte, North Carolina, United States Training The Street Full timeCompany OverviewTraining The Street (TTS) is a renowned financial learning services company offering tailored and customized training courses to corporate and educational clients. With a mission to equip professionals with everyday valuation techniques and financial modeling skills, TTS aims to bridge the gap between theoretical knowledge and practical...
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Senior React Software Engineer
2 weeks ago
Charlotte, North Carolina, United States Anagh Technology Full timeAnagh Technology is seeking a highly skilled Senior React Software Engineer to join our team in an exciting opportunity.Job SummaryWe are looking for a talented engineer with 4+ years of experience in enterprise software development using React and front-end development technologies. The ideal candidate will have strong expertise in HTML5, CSS, and...
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Senior Construction Project Manager
3 weeks ago
Charlotte, North Carolina, United States Marand Builders Full timeAbout the RoleWe are seeking a highly experienced Senior Construction Project Manager to join our team at Marand Builders, Inc. in Charlotte, NC. This is a challenging and rewarding opportunity for a seasoned professional with strong leadership skills and experience in managing large-scale commercial construction projects.Key ResponsibilitiesEnforce safety...
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Insurance Career Opportunities in WI
1 day ago
Charlotte, North Carolina, United States American Senior Benefits Full timeAmerican Senior Benefits is a dynamic insurance marketing organization that offers a unique opportunity for individuals to build a successful career and make a positive impact on their community.As a Senior Benefits Representative, you will be part of a team that is dedicated to providing peace of mind for seniors and their families.We offer a compensation...
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Compassionate Senior Caregiver
2 weeks ago
Charlotte, North Carolina, United States Visiting Angels - Charlotte Full timeAbout Us:">At Visiting Angels of Charlotte, we are committed to providing exceptional care services to seniors and individuals in need. Our team is dedicated to making a positive impact on the lives of our clients.">Job Description:">We are seeking a compassionate and reliable Senior Home Care Aide to join our team. As a Senior Home Care Aide, you will be...
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Caregiver for Seniors in Charlotte
2 weeks ago
Charlotte, North Carolina, United States Visiting Angels - Charlotte Full timeSenior Home Care Aide Job DescriptionWe are seeking a compassionate and patient Senior Home Care Aide to join our team at Visiting Angels of Charlotte. The ideal candidate will have experience caring for seniors and/or disabled adults, with a strong focus on reliability and professionalism.About the JobEstimated Salary: $15-$18 per hour (based on industry...