Top 1134 Financial representative Jobs in Rock Hill, Sc

Associate Client Services Operations Analyst
IntApp —Charlotte, NC
- Email
- Mid-level
- Office
- Bachelor's degree
- Paid time off
Financial Advisor - Charlotte
Florida Financial Advisors —Charlotte, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Bilingual WAH - SOUTH CAROLINA ONLY - Call Center Representative
InfoCision Management Corp. —South Carolina
- $13 an hour
- Night shift
- Remote
- Computer skills
- Communication skills
- Entry level
- Paid training
- Work from home
Licensed Insurance Agent
AmeriLife —Fort Mill, SC
- Full-time
- Mid-level
Quick Apply
3d
Entry Level Sales Representative
Power Home Remodeling —Rock Hill, SC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
1d
Financial Advisor - AI Trainer
DataAnnotation —Charlotte, NC
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Insurance Agent (Base salary + Uncapped commissions)
Comparion Insurance Agency —Indian Land, SC
- $32,000 - $100,000 a year
- Full-time
- Office
- Banking
- Entry level
- Paid training
- Health insurance
Sales Representative
Power Home Remodeling —Rock Hill, SC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
1d
Entry Level Sales Representative
Power Home Remodeling —Charlotte, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
7d
Entry Level Sales Representative
Power Home Remodeling —Indian Land, SC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
1d
Financial Advisor - AI Trainer
DataAnnotation —Charlotte, NC
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
In-Home Sales Representative
Home Genius Exteriors —Gastonia, NC
- $90,000 - $300,000 a year
- Weekends as needed
- Hybrid work
- Driver's License
- Driving
- Reliable transportation
- Health insurance
- Dental insurance
Quick Apply
Roofing Sales Representative
Recruiting Solutions —Charlotte, NC
- $60,000 - $120,000 a year
- 12 hour shift
- Sales
- Mid-level
- Residential
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Gastonia, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
7d
Sales Representative
Power Home Remodeling —Charlotte, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
7d
Sales Representative
Power Home Remodeling —Indian Land, SC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
1d
Sales Representative
Great Day Improvements: A Family of Brands —Charlotte, NC
- $80,000 - $150,000 a year
- Full-time
- Public speaking
- Driver's License
- Reliable transportation
- Paid training
- AD&D insurance
Insurance Agent (Base salary + Uncapped commissions)
Comparion Insurance Agency —Rock Hill, SC
- $32,000 - $100,000 a year
- Full-time
- Office
- Banking
- Entry level
- Paid training
- Health insurance
Sales Representative
Power Home Remodeling —Gastonia, NC
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
7d
Business Sales Customer Solutions Representative (Bilingual English/Spanish)
SPECTRUM —Charlotte, NC
- $18.00 - $24.60 an hour
- Overtime
- Residential
- High school diploma or GED
- Computer skills
- Opportunities for advancement
12d

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Associate Client Services Operations Analyst

IntApp -
Charlotte, NC

Apply Now

Job Details

Full-time

Benefits

Paid time off
Volunteer time off

Qualifications

Tooling
AI-driven automation
Excel data analysis

Full Job Description

The Associate Client Services Operations Analyst plays a central role in keeping Intapp's professional services delivery running smoothly. You'll own the operational backbone of the Client Services organization — fielding and resolving requests through our ticketing system, configuring and maintaining projects in our PSA, and ensuring that billing, compliance, and system records stay accurate from contract execution through project close. This is a role for someone who is detail-oriented, service-minded, and genuinely curious about using tools and automation to make work faster and more reliable — for themselves and for the teams they support.

What you will do:

Serve as the first line of operational support for the Client Services organization by triaging and resolving requests submitted through our ticketing system (Freshservice). Request types include, but are not limited to:
- System user provisioning and deactivation across tools including OpenAir, Jira, Smartsheets and Intapp Time
- Services project configuration
- Timecard move requests and adjustments
- General system and process inquiries
- routing, escalating, or resolving with appropriate urgency. Adjacent teams you'll work with regularly include Finance, IT, Product
Set up and maintain Client Services projects in our PSA as a core daily responsibility, ensuring accuracy across project structure, billing terms, budgets, and compliance requirements from the point of contract execution through to project close.
- validating that project setups, billing configurations, and tNPS surveys are executed accurately and on time, and flagging discrepancies before they become delivery or revenue issues.
Actively participate in identifying, documenting, and implementing process improvements across the team's core workflows. This includes contributing to the Ops team's improvement roadmap, piloting AI-assisted approaches to reduce manual effort, and measuring the impact of changes over time.
Support the broader services team with data pulls, ad hoc reporting, and process documentation as the business needs evolve.

What you will need:

Bachelor's degree or equivalent experience; coursework or background in Operations, Information Systems, or Professional Services delivery is a plus.
Hands-on experience with one or more of: Salesforce, DealCloud/OP4i, Freshservice, Jira, SharePoint or PSA Tooling, e.g., OpenAir/SuiteProjects Pro, Katana, Certinia. Familiarity with how these tools interact is a strong advantage.
- you take pride in making things easy and accurate for the people you support, and you follow through.
- you don't need to be technical, but you're the kind of person who asks "could this be automated?" and is willing to experiment, learn, and share what works with the team.
Solid Excel skills and comfort analyzing data; experience with Smartsheet or Tableau is a bonus.
- this role touches billing, revenue, and system records where accuracy matters.
- across all levels of the organization.
Able to manage multiple concurrent requests in a fast-paced environment and work to agreed SLAs.

What you will gain at Intapp:

At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities. We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.

Here, you will have the opportunity to:

Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Apply Now

Refine Your Search

financial representative jobs in rock hill, sc

Associate Client Services Operations Analyst

Financial Advisor - Charlotte

Bilingual WAH - SOUTH CAROLINA ONLY - Call Center Representative

Licensed Insurance Agent

Entry Level Sales Representative

Financial Advisor - AI Trainer

Insurance Agent (Base salary + Uncapped commissions)

Sales Representative

Entry Level Sales Representative

Entry Level Sales Representative

Financial Advisor - AI Trainer

In-Home Sales Representative

Roofing Sales Representative

Entry Level Sales Representative

Sales Representative

Sales Representative

Sales Representative

Insurance Agent (Base salary + Uncapped commissions)

Sales Representative

Business Sales Customer Solutions Representative (Bilingual English/Spanish)

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