Fayetteville, North Carolina, United States · On-site
Client Services Representative-Financial Services Location: Fayetteville, NC Type: Full-time Job Summary The Client Services Representative delivers high-quality, multi-channel support to internal branch clients and exte…
Skills: Customer Service, Technical Troubleshooting, Wealth Management, CRM, Microsoft Office
Rocky Mount, North Carolina, United States · On-site
EyeCare Partners is the nation’s leading provider of clinically integrated eye care. Our national network of over 300 ophthalmologists and 700 optometrists provides a lifetime of care to our patients with a mission to en…
Skills: Customer Service, Patient Interaction, Administrative Support, Insurance Authorization, Patient Flow Management
Rocky Mount, North Carolina, United States · On-site
SUMMARY A Front Office Specialist is trained to act as the first point of contact, setting the tone for a world class Total Patient Experience. This employee will also perform the necessary administrative responsibilitie…
Skills: Customer service, Administrative support, Patient scheduling, Insurance authorization, Data entry
Charlotte, North Carolina, United States · On-site
$20/hr
H/K/B Cosmetic Surgery has an exciting opportunity for a full-time Patient Advisor to join our upscale plastic surgery center! We offer competitive pay, bonus, health benefits, paid time off, and other wonderful benefits…
Skills: Customer service, Appointment scheduling, Electronic records management, Data entry, Phone etiquette
Winston-Salem, North Carolina, United States · On-site
Cottonwood Residential is hiring! We are looking to add an Apartment Maintenance Technician to our team at Stratford at Hillcrest Apartments in Winston-Salem, NC. Apply today! Qualifications & Required Experience of an A…
Skills: Plumbing, Electrical work, Carpentry, HVAC troubleshooting, Property maintenance
Roanoke Rapids, North Carolina, United States · On-site
EyeCare Partners is the nation’s leading provider of clinically integrated eye care. Our national network of over 300 ophthalmologists and 700 optometrists provides a lifetime of care to our patients with a mission to en…
Skills: Customer service, Administrative support, Patient scheduling, Insurance authorization, Data entry
Roanoke Rapids, North Carolina, United States · On-site
SUMMARY A Front Office Specialist is trained to act as the first point of contact, setting the tone for a world class Total Patient Experience. This employee will also perform the necessary administrative responsibilitie…
Skills: Customer service, Administrative support, Patient scheduling, Insurance authorization, Data entry
Kannapolis, North Carolina, United States · Hybrid
$20/hr–$22/hr
Department: Information Technology Reports To: IT Manager / Systems Administrator Location: Hybrid (3 days on-site / 2 days remote – Charlotte, NC area) Schedule: Monday – Friday, 10:00 AM – 6:00 PM EST…
Skills: Windows OS, Microsoft 365, Azure, Help Desk Support, Technical Troubleshooting
Rocky Mount, North Carolina, United States · On-site
EyeCare Partners is the nation’s leading provider of clinically integrated eye care. Our national network of over 300 ophthalmologists and 700 optometrists provides a lifetime of care to our patients with a mission to en…
Skills: Retail management, Sales management, Team leadership, Inventory management, Human resource management
Greensboro, North Carolina, United States · On-site
Retail Sales Associate Join our winning team, 1915 South, as a Retail Sales Associate. 1915 South owns and operates 30 Ashley stores and 3 distribution centers across the southeast, including locations in Georgia, Florid…
Skills: Customer service, Sales, Relationship building, Communication, Product presentation
Smithfield, North Carolina, United States · On-site
EyeCare Partners is the nation’s leading provider of clinically integrated eye care. Our national network of over 300 ophthalmologists and 700 optometrists provides a lifetime of care to our patients with a mission to en…
Skills: Customer Service, Administrative Support, Insurance Authorization, Patient Flow Management, Microsoft Excel
Smithfield, North Carolina, United States · On-site
SUMMARY A Front Office Specialist is trained to act as the first point of contact, setting the tone for a world class Total Patient Experience. This employee will also perform the necessary administrative responsibilitie…
Skills: Customer Service, Administrative Support, Patient Interaction, Insurance Authorization, Microsoft Excel
Smithfield, North Carolina, United States · On-site
Description Started in 2012 by a husband-and-wife team, Blue Line Aviation is a professional pilot school currently located in at the Johnston Regional Airport in Smithfield, NC and Winter Haven Regional Airport in Winte…
Skills: Flight dispatching, Risk management, Customer service, Scheduling, Logistics
Southern Shores, North Carolina, United States · On-site
$16/hr–$20/hr
Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Wellness resources Kellogg is looking for a Receiver in our Duck location. Position Title: Receiving Employee Classificati…
Skills: Customer service, Inventory management, Freight handling, Cycle counts, Computer literacy
Cherokee County, North Carolina, United States · On-site
$35k–$40k/yr
Benefits: Health insurance Opportunity for advancement Paid time off Training & development 401(k) Bonus based on performance Competitive salary Flexible schedule ROLE DESCRIPTION: Jim Miller - State Farm Agent is a lead…
Skills: Customer service, Communication, Interpersonal skills, Organizational skills, Multitasking
Morganton, North Carolina, United States · On-site
$60k–$70k/yr
Description Join the Food Matters Market Team! Store Manager, Food Matters Market - Morganton, NC Full-Time/Exempt Food Matters Market is a locally owned and operated neighborhood grocery store dedicated to providing our…
Skills: Retail management, Team leadership, Inventory management, Merchandising, Customer service
Fayetteville, North Carolina, United States · On-site
About Rotech Join a Leader in Home Healthcare At Rotech Healthcare Inc., we’re more than a medical equipment provider—we’re a trusted partner in patient care. As a national leader in ventilators, oxygen…
Skills: Customer service, Insurance verification, Medical billing, Patient intake, Documentation management
Cornelius, North Carolina, United States · On-site
Description Join the Team at Hubbard Supplyhouse! Hubbard Supplyhouse is seeking an energetic, self-motivated individual to join our family-like atmosphere. We are a plumbing and irrigation supply house that also special…
Skills: Customer service, Consultative selling, Relationship building, Product knowledge, Order processing
Greensboro, North Carolina, United States · On-site
$31/hr–$34/hr
Description The Portfolio Support Specialist does not have a designated home site but will travel between properties as needed. They assume the role of Property Manager or other needed staff during staff absences, vacati…
Skills: Property Management, Customer Service, Leasing, Team Leadership, Budget Management
Greensboro, North Carolina, United States · On-site
SUMMARY: The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer serv…
Skills: Cash handling, Customer service, Relationship management, Sales, Financial product knowledge
Fayetteville, North Carolina, United States • On-site
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The Client Services Representative provides multi-channel support to internal and external clients by resolving inquiries and offering first-line technical troubleshooting. They are responsible for documenting interactions, educating clients on account services, and escalating complex issues to higher-tier support teams.
Candidates must have at least a high school diploma or equivalent, with a preference for an Associate's or Bachelor's degree. Prior experience in customer service or a contact center environment, preferably within financial services, is required along with strong technical and communication skills.
Client Services Representative-Financial Services
Location: Fayetteville, NC
Type: Full-time
Job Summary
The Client Services Representative delivers high-quality, multi-channel support to internal branch clients and external clients within a wealth management environment. This role serves as a key point of contact between branch personnel and the central Client Services team, answering inbound calls and chats, educating clients on account services and capabilities, documenting interactions, and providing first-line technical troubleshooting support. Success in the role requires strong organization, attention to detail, excellent follow-up, and a customer-centric approach to thoroughly resolving inquiries in a fast-paced, changing environment.
This position works within Service Group Client Services, supporting the Firm’s Financial Advisors, assistants, internal branch clients, and external clients. The role is important to maintaining reliable, responsive service for branch personnel and clients by connecting customer service, account support, and first-line technical assistance in one service experience.
Responsibilities
Answer inbound calls and chats in a multi-channel environment from internal clients at branch locations.
Educate callers on Wealth Management account services, features, online services, document support, and available resources.
Provide tier 1 support for basic computer troubleshooting, including simple solutions, incident documentation, and CRM ticket creation.
Resolve a wide variety of inquiries efficiently, professionally, and with a superior customer-centric focus.
Document calls, tickets, steps taken, and resolutions accurately to support future reference and analysis.
Escalate complex technical or account-service issues to the appropriate higher-tier support team when needed.
Operate effectively in a fast-paced, changing environment while handling multiple tasks and priorities.
Follow up thoroughly to ensure issues are fully resolved and clients understand available tools and resources
Thoroughly resolve inquiries using a customer-centric approach
Educate branch clients on account services, capabilities, online services, and available resources
Use clear, polite, and professional communication to build productive
Guide users through basic computer troubleshooting and simple solutions.
Support Outlook, Microsoft Office, remote access, Windows navigation, peripherals, and basic networking inquiries.
Escalate complex issues to higher-tier technicians when needed.
Document calls, tickets, actions taken, and resolutions accurately.
Handle multiple tasks efficiently in a fast-paced, changing environment.
Apply strong organization, attention to detail, and excellent follow-up.
Eligibility Requirements
High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred. A 4-year degree in a related field is a plus.
Prior experience in a customer service, client service, branch support, or contact center role, ideally within financial services or wealth management.
Excellent verbal and written communication skills, including proficient typing and grammar skills.
Strong organizational skills, attention to detail, and excellent follow-up skills.
Superior customer-centric focus and proven ability to thoroughly resolve customer inquiries.
Ability to perform effectively in a fast-paced, multi-channel environment while handling a wide variety of tasks.
Proficiency with Microsoft Office Suite and ability to troubleshoot common Outlook and Microsoft Office issues.
Basic computer troubleshooting skills, including the ability to document calls and tickets accurately.
Windows navigation skills and basic understanding of computer networking.
Experience using remote access tools to assist clients.
Ability to provide first-line support and escalate appropriately when issues require higher-tier technical assistance.
About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
A leading provider of productized services bringing together people, tech & domain expertise to amplify business results
eClerx is a productized services company, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services.
Offices: 29 Bank Street, Fort, 1st Floor, Mumbai, Maharashtra 400 023, IN · 286 Madison Avenue, 14th Floor, New York, NY 10017, US · 1 Dover Street, 1st Floor, London, London W1S 4LA, GB · 152 Beach Road, #14-05/06, Gateway East, Singapore 189721, SG · 12708 Riata Vista Circle, Suite A-116, Austin, TX 78727, US
Based on 1876 listings with disclosed salaries, most customer service & support jobs in North Carolina pay between $45k–$110k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 24,510 open customer service & support positions in North Carolina listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Domino's, Lowe's Companies, Inc., CVS Health, Great Clips Inc., Allied Universal, among others. Browse the listings above to see every active employer.
Yes — 1193 of the 24510 open customer service & support positions offer remote or hybrid work (580 remote, 613 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
