Top 489 Client advisor Jobs in Mooresville, Nc

Customer Support Associate
DebtBook —Charlotte, NC
- Finance
- Analysis skills
- Math
- Dental insurance
- Tuition reimbursement
Quick Apply
BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark
Balenciaga —Charlotte, NC
- Full-time
- Merchandising
- Mid-level
- Team management
Client Success Representative (Remote)
Demand.com —Davidson, NC
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Client Success Manager
Pet Screening —Mooresville, NC
- Full-time
- Hybrid work
- Office
- 3 years
- Travel
- Health savings account
- Paid holidays
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1d
Retail Associate - South Park
Aritzia —Charlotte, NC
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Clinique Beauty Advisor - Part Time
Belk —Mooresville, NC
- Part-time
- Cosmetology License
- Windows
- Computer skills
11d
Investment Consultant - Huntersville, NC
Fidelity Investments —Huntersville, NC
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Experienced Service Advisor
Keffer Mazda —Huntersville, NC
- $60,000 - $120,000 a year
- Full-time
- Dealership
- Mid-level
- Computer skills
- Health insurance
- Retirement plan
Quick Apply
Luxury Leasing Advisor
Avenue5 Residential, LLC —Charlotte, NC
- $31 an hour
- Weekends as needed
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Area Sales and Education Executive - North Carolina
Fresh —Charlotte, NC
- $75,000 - $85,000 a year
- Full-time
- Merchandising
- Mid-level
- 3 years
Quick Apply
Standby Letter of Credit Advisor - Operations
U.S. Bank National Association —Charlotte, NC
- $86,360 - $101,600 a year
- Full-time
- Hybrid work
- Office
- 8 years
- High school diploma or GED
- Paid holidays
- Disability insurance
Project Manager, Permitting [North Carolina]
Pulley —Huntersville, NC
- $120,000 - $140,000 a year
- Full-time
- Remote
- Continuous improvement
- Construction experience
- Senior level
New Home Advisor
Mungo Homes —Charlotte, NC
- Full-time
- Microsoft Outlook
- Mid-level
- Continuous improvement
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —Charlotte, NC
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
2d
Strategic People Partner
Stratus Team LLC —Charlotte, NC
- $138,000 - $142,000 a year
- Full-time
- 5 years
- Senior level
- Business
- Paid holidays
- Disability insurance
Quick Apply
14d
Fragrance Associate - Full Time
Belk —Concord, NC
- Weekends as needed
- Windows
- Entry level
Automotive Service Advisor
Genesis of Lake Norman —Cornelius, NC
- Clean driving record
- Dealership
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Field Service Technician - Charlotte, NC
QUALITY DATA SYSTEMS INC —Charlotte, NC
- $19 - $25 an hour
- Weekends as needed
- Background check
- Clean driving record
- Customer service
- Health insurance
- Dental insurance
Quick Apply
3d
Operations/Administrative Specialist
Linden Thomas & Company —Charlotte, NC
- 8 hour shift
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply

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Customer Support Associate

DebtBook
Charlotte, NC

Quick Apply

Job Details

Benefits

Stock options
Unlimited paid time off
Dental insurance
Tuition reimbursement
401(k) 4% Match
Vision insurance
401(k) matching

Qualifications

Spreadsheets
Data manipulation
Data analysis software

Full Job Description

CUSTOMER SUPPORT ASSOCIATE

Hours: 10am - 7pm

WHO WE ARE:

DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on DebtBook.

We've built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure.

WHAT YOU'LL DO:

As a Customer Support Associate, you will:

Respond to client inquiries via live chat and email
Troubleshoot and provide resolution to customer challenges
Become a DebtBook product expert
Provide client training and ongoing product education as needed
Work with the internal data team to ensure data updates are made correctly
Work with the internal product and development teams to ensure the timely resolution of any product issues
Create or facilitate the production of support materials like FAQs, user guides, and user support articles to empower self-service
Engage with clients, post-implementation, to understand their experience and drive success

WHAT YOU'LL BRING:

We are looking for team members who are passionate about putting their energy, insight, and analytical prowess into work that matters
Experience in a people-focused, customer service role, software product support experience strongly preferred
Proficient in all Microsoft Excel, including formulas and functions
Proficiency in data manipulation and analysis in Excel is required
Experience with accounting and/or bond math is preferred
Excellent analytical, problem-solving, and decision-making skills
BONUS experience with municipal debt or lease accounting is highly valued
Exceptional written communication skills
Empathetic, positive attitude with a commitment to our client's success
Highly organized with a high level of accuracy and attention to detail is required
A strong sense of service and a passion for technology
Comfort in a fast moving startup environment
Must be able to operate independently and effectively through periods of uncertainty, ambiguity and change
Demonstrated ability to relate well to individuals and groups with widely varying backgrounds, perspectives, education and skills is required
Bachelor's Degree in Accounting or Finance preferred

OUR "GOAT" VALUES:

GROW Continuously

We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.
We are energized by the fast-paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.
We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.
We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.
As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.
We follow through on our decisions and commitments with action.

ABOVE & Beyond

We create moments of magic, surprising and delighting our customers at every touchpoint.
We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.
We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

There is no task needed at DebtBook that is beneath any of us.
We work hard to be the teammate others want on their team.
We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY DEBTBOOK:

DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees' well-being to make their lives better, both in and out of the office. We offer:

Competitive salaries plus equity (stock options) for all employees;
Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;
Generous leave policies (including unlimited PTO);
Professional development opportunities and tuition reimbursement;
Family and wellness perks;
In-person social events;
Top-of-the-line equipment, and a newly furnished office.

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.

Quick Apply

Refine Your Search

client advisor jobs in mooresville, nc

Customer Support Associate

BALENCIAGA Sales & Client Advisor with Keys| Charlotte Southpark

Client Success Representative (Remote)

Client Success Manager

Retail Associate - South Park

Clinique Beauty Advisor - Part Time

Investment Consultant - Huntersville, NC

Experienced Service Advisor

Luxury Leasing Advisor

Area Sales and Education Executive - North Carolina

Standby Letter of Credit Advisor - Operations

Project Manager, Permitting [North Carolina]

New Home Advisor

Sales Training Program – Reverse Mortgage Loan Officer

Strategic People Partner

Fragrance Associate - Full Time

Automotive Service Advisor

Certified Financial Planner

Field Service Technician - Charlotte, NC

Operations/Administrative Specialist

I want to receive the latest job alert for client advisor in mooresville, nc

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