Top 2029 Specialist Jobs in Charlotte Nc

Operations/Administrative Specialist
Linden Thomas & Company —Charlotte, NC
- 8 hour shift
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Temporary Document Control Specialist (Temp to Perm)
Oiles America Corporation —Concord, NC
- Temporary
- Microsoft Outlook
- Computer literacy
- English
Quick Apply
5d
Patient Services Specialist
Atrium Health —Charlotte, NC
- $19.80 - $29.70 an hour
- Full-time
- Office
- High school diploma or GED
- Ability to sit for extended periods
- Paid parental leave
- Disability insurance
3d
Claims Specialist
CorVel Corporation —Charlotte, NC
- $52,999 - $85,473 a year
- Full-time
- Remote
- Computer literacy
- Mid-level
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
12d
Customer Support Specialist I
Momentus Technologies —Charlotte, NC
- On call
- Remote
- Microsoft Excel
- Microsoft Access
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Caregiver Support Specialist (Remote)
FreedomCare —Charlotte, NC
- $23 - $26 an hour
- Home Health
- 1 year
- Communication skills
- Commuter assistance
- Health insurance
Quick Apply
6d
Front Office Specialist
eyecarecenter —Charlotte, NC
- Background check
- Microsoft Outlook
- HIPAA
Quick Apply
Government Program Operations Specialist
Judi Health —Charlotte, NC
- $87,000 - $109,000 a year
- Mid-level
- Administrative experience
- High school diploma or GED
Quick Apply
HR Administration Specialist
Habitat Charlotte Region —Charlotte, NC
- Part-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
- 403(b) matching
- Health insurance
Data Entry Specialist
Fusable —Charlotte, NC
- $20 an hour
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid parental leave
- Paid holidays
Quick Apply
12d
Patient Services Specialist - Hand
OrthoCarolina —Charlotte, NC
- Full-time
- HIPAA
- High school diploma or GED
- Clinic
- Paid holidays
- Tuition reimbursement
Quick Apply
4d
Healthcare Banking Support Specialist
U.S. Bank National Association —Charlotte, NC
- $32.21 - $42.93 an hour
- Full-time
- 7 years
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
12d
High School Math Tutor/SAT/ACT and AP Math Specialist
Davidson Center —Davidson, NC
- $30.00 - $33.75 an hour
- Part-time
- High school
- Bachelor's degree
- Math
- Professional development assistance
- Flexible schedule
Quick Apply
3d
Qualified Developmental Disabilities Professional
The Kids Workshop Inc. —Charlotte, NC
- $59,000 - $64,000 a year
- 8 hour shift
- Background check
- 18 years or older
- Clean driving record
- Mileage reimbursement
- Health insurance
Quick Apply
Technical Inside Sales Specialist
YER USA —Charlotte, NC
- $70,000 - $90,000 a year
- Full-time
- Microsoft Excel
- Office
- Business development
- Opportunities for advancement
Quick Apply
2d
Traveling Underground Leak Detection Specialist
Waterwise —Charlotte, NC
- From $1,500 a week
- Overtime
- Clean driving record
- Mid-level
- Driver's License
- Paid training
- Fuel card
Quick Apply
3d
IT Applications Specialist- Franchise Operations
HISSHO INTERNATIONAL LLC —Rock Hill, SC
- Full-time
- 5 years
- Mid-level
- Bachelor's degree
Quick Apply
Warranty Specialist (Heavy Equipment)
Ascendum Machinery —Huntersville, NC
- Overtime
- Microsoft Outlook
- Mechanic experience
- Ability to walk for extended periods
Quick Apply
Licensed Clinical Social Worker (LCSW) or Licensed Professional Counselor (LPC)
Beyond Youth Empowerment —Monroe, NC
- From $30 an hour
- Full-time
- Hybrid work
- Background check
- Licensed Clinical Social Worker
- Adults
Quick Apply
Delivery Sales Specialist
Choice USA Beverage —Lowell, NC
- From $20 an hour
- Full-time
- Hybrid work
- Background check
- Clean driving record
- Heavy lifting
- Disability insurance
- Health insurance
Quick Apply

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specialist jobs near charlotte nc

Operations/Administrative Specialist

Linden Thomas & Company -
Charlotte, NC

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Life insurance

Qualifications

Financial operations
Managing customer accounts
Phone communication
Managing clients in a customer support role
Client database systems
Attention to detail
Client services
Investment account customer support
Organizational skills
Financial services
CRM system proficiency
Productivity software
Account management
Account opening
Office phone management

Full Job Description

Location: Charlotte, NC
Job Type: Full-Time

Position Overview

A rapidly growing independent wealth management firm is seeking a highly organized and detail-oriented Operations & Administrative Specialist to join our team. This position plays a critical role in supporting both operational and administrative functions of the firm while delivering exceptional service to our high-net-worth clients.

The ideal candidate will possess strong operational experience within the wealth management industry, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment. This individual will work closely with advisors, operations personnel, and clients to ensure an exceptional client experience and efficient day-to-day business operations.

Key Responsibilities

Operations Support

Process new account openings, account maintenance requests, and account transfers.
Coordinate funds disbursements and other client account transactions.
Maintain accurate client records and update CRM systems regularly.
Assist with client reporting, portfolio allocation reviews, and retirement review preparation.
Support client education initiatives and service requests.
Coordinate client mailings, document processing, and record retention.
Work closely with custodians and third-party providers to resolve account-related issues.
Ensure all operational activities are completed accurately and in accordance with firm policies and industry regulations.

Administrative & Client Service Support

Answer incoming telephone calls and direct inquiries appropriately.
Serve as a primary point of contact for clients, providing professional and timely assistance.
Communicate regularly with clients regarding account requests, documentation needs, and follow-up items.
Schedule client meetings and maintain advisor calendars.
Prepare meeting materials, correspondence, and client communications.
Greet clients and visitors while maintaining a professional office environment.
Manage incoming and outgoing mail, packages, and office correspondence.
Assist with general office administration and special projects as needed.
Maintain exceptional phone etiquette and written communication standards.

Qualifications

Required

Bachelor's degree preferred; Associate degree considered with relevant experience.
3-6+ years of wealth management, financial services, or investment industry experience.
Strong understanding of brokerage and advisory account operations.
Experience with account opening, transfers, client service, and CRM management.
Exceptional verbal and written communication skills.
Professional phone etiquette and client-facing experience.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Ability to work independently while maintaining a high level of accuracy.
Demonstrated ability to effectively manage multiple priorities, deadlines, and client requests while maintaining a high level of accuracy and attention to detail.
Proficiency in Microsoft Office and CRM software.

Preferred

Series 7 License.
Experience working with high-net-worth individuals and families.
Familiarity with financial planning and retirement review processes.

Benefits

Competitive compensation package
401(k)
Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off
Paid parking

Schedule

Monday through Friday
Day shift
8-hour shift
In-office position (no remote work)
Breakfast and lunch provided

Job Type: Full-time

Ability to Commute:

Charlotte, NC 28202 (Preferred)

Ability to Relocate:

Charlotte, NC 28202: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

specialist jobs in charlotte nc

Operations/Administrative Specialist

Temporary Document Control Specialist (Temp to Perm)

Patient Services Specialist

Claims Specialist

Customer Support Specialist I

Caregiver Support Specialist (Remote)

Front Office Specialist

Government Program Operations Specialist

HR Administration Specialist

Data Entry Specialist

Patient Services Specialist - Hand

Healthcare Banking Support Specialist

High School Math Tutor/SAT/ACT and AP Math Specialist

Qualified Developmental Disabilities Professional

Technical Inside Sales Specialist

Traveling Underground Leak Detection Specialist

IT Applications Specialist- Franchise Operations

Warranty Specialist (Heavy Equipment)

Licensed Clinical Social Worker (LCSW) or Licensed Professional Counselor (LPC)

Delivery Sales Specialist

I want to receive the latest job alert for specialist in charlotte nc

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