408 Customer Service Representatives jobs in Charlotte

Overview: Client Services ManagerSPAR is a global leader in delivering innovative consumer solutions for top-tier CPG brands and Fortune 100 retailers. We are expanding our Customer Service Team and invite you to consider joining SPAR to grow your career in a dynamic, fast-paced environment. As a Client Services Manager, you will play a critical role in managing client relationships, delivering exceptional service, and driving program success.Things to Consider:Required to be in the Charlotte, NC officeMust live within a reasonable commute distanceOccasional travel may be required.What We Offer:Competitive salaryComprehensive benefits package (Medical, Dental, Vision, Life Insurance, etc.)401(k) with Roth optionsGenerous paid time offCareer development and training opportunitiesTuition reimbursementKey Responsibilities:Build and maintain strong client relationships through regular communication.Manage day-to-day client programs and ensure their success from start to finish.Create program instructions and training materials, leveraging industry best practices.Collaborate with Field Management to ensure a clear understanding of program objectives.Monitor field-level execution and proactively resolve issues to optimize performance.Provide clients with status updates and address any concerns during project execution.Develop post-program recaps and ensure client deliverables are met on time.Ensure all client invoices are accurately processed and submitted to finance.Coordinate with distribution teams on shipments, mailings, and inventory management.Qualifications:Associate degree in a relevant field or equivalent experience.1–5 years of experience in project management, client services, or retail management.3–5 years of experience in customer-facing roles.Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).Proven leadership experience in a managerial role.Excellent communication and interpersonal skills, with the ability to anticipate client needs.Strong analytical thinking and problem-solving abilities.Exceptional organizational and time management skills.Familiarity with customer service programs and databases, or quick adaptability to new systems.Creative, innovative thinking and solutions-driven mindset.Ability to lift up to 50 lbs., bend and stoop continuously, and stand for extended periods.Multilingual capabilities are a plus.DISCLAIMER: The preceding description is not designed to be a complete list of all duties and responsibilities required.SPAR has over 50 years of experience in retail and consumer goods, serving some of the world's best companies. We offer end-to-end services to ensure our client's product is available and presented most compellingly. We focus on our client's return on investment (ROI) by applying our unique software solutions, experienced resources, and passion for results.SPAR provides Equal Employment Opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. SPAR prohibits workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. In addition to federal law requirements, SPAR complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. Improper interference with the ability of SPAR's employees to perform their job duties may result in discipline up to and including discharge.

In this role, you'll support our Customer Services Managers by coordinating services, solving problems, and ensuring smooth, profitable project execution. You'll be a key link between our team and our clients. This role is perfect for someone who's detail-oriented, communicative, and ready to make an impact.

Location: Charlotte, NC 28216

Pay range: $50,000 - $55,000

Requirements

• 3+ years of client-facing experience or in the field of stormwater, environmental services, or landscaping is preferred.
• College degree preferred
• Effective communicator, both written and verbal
• Proven track record of or in leadership, relationship building, time management, and/or organizational skills
• Ability to manage multiple projects
• Passion for problem solving and working with people
• Previous work experience illustrating a strong work ethic, an ability to work well in a team environment, independent thought and critical thinking, business acumen, and an internal motivation to succeed
• Positive attitude and strong work ethic.

• Act as the primary point of contact for client communications, tasks, and requests on behalf of assigned Customer Services Managers (CSMs), primarily through the CRM system.
• Manage and respond to client inquiries, proposals, and service needs promptly and professionally.
• Create estimates, reports, and proposals based on CSM input (notes, photos, or site reports) once trained.
• Identify and recommend additional service or sales opportunities through maintenance reports and ongoing client interactions.
• Follow up on leads from current clients, marketing campaigns, events (e.g., trade shows, lunch & learns), and other sources to support revenue growth
• Coordinate internal support and organization for assigned CSMs, including scheduling site visits, organizing events, and maintaining ongoing client engagement programs.
• Occasionally attend site visits and perform physical duties such as walking on uneven terrain, bending, kneeling, driving, and lifting as needed.
• Demonstrate strong computer proficiency, particularly in Excel, Word, and CRM tools.
• Support the CSM and team with additional tasks as assigned
• Uphold Dragonfly Pond Works' core values: Quality Focus, Take Ownership, and Growth Oriented.

• Health, Dental, and Vision Insurance
• 401(k) matching
• Life Insurance
• Flexible Spending Accounts
• Paid Time Off & Holiday Pay
• Employee Assistance Program

Job DetailsJob LocationSouth Charlotte Office - Charlotte, NCPosition TypeFull TimeEducation LevelHigh SchoolTravel PercentageNoneJob ShiftDayJob CategoryAdmin - ClericalDescriptionVIA Health Partnersis an industry leader and top-10 nationally ranked provider of end-of-life care. More importantly, we are proud to be a community-based, not-for-profit hospice & palliative care provider. We have deep community roots, with decades of experience serving ALL patients' and families' needs regardless of their ability to pay or their medical complexity. We are a people-first organizationwhose funds go to serve our mission.Due to our significant growth, we are looking for amazing new staff who share these same values. Apply now and be a part of our success story.We provide excellent benefits including:Medical, Vision, and Dental plans through BCBS28 days of Paid Time OffExcellent mileage reimbursement rate403b Retirement plan with matchingFocused programs honoring Veteran patientsAssistance with achieving Certified Hospice & Palliative Nurse (CHPN)Best Orientation and Onboarding program you've experiencedSeasoned Hospice leaders guiding your career growthSummarySupports the work of VIA Health Partners. Responsible for receiving all incoming telephone calls and assisting visitors while providing administrative services for the department or others who may need assistance.Essential FunctionsAssumes responsibility for all incoming telephone calls to the organizationAnswers telephone calls, transferring calls & sending pages to appropriate staff, routing messages to staff, etc.Meets and greets all visitors.Provides light administrative support to Leadership or other departmentsMaintains phone pool calendarConducts quarterly phone pool support meetings, if applicable.Conducts training for new phone back-up staff.Assumes responsibility for related duties as required or assignedEnsures that VIA Health Partner's professional reputation is maintained and projected.Assumes responsibility for professional development. Incorporates new information and methods into practice. May perform other duties as required.QualificationsMinimum QualificationsHigh School diploma or GED.Minimum of 2 years related experience working in an office environment, preferably in a Health Care facility. Working knowledge of Hospice concept of care required.Proficiency in Microsoft Office preferred, typing proficiency required.

Job Title: Client Services Coordinator

Job Description:

Must Haves:

• Customer service experience / client liaison
• Strong organizational skills
• Proficiency in Microsoft Suite
• Proactive attitude and ability to coordinate internal resources across multiple time zones

• Handle incoming request calls for current or new clients
• Call customers to ensure all agreements, service files, and points of contact for services and billing are up to date and addresses are correct
• Check in with current clients to ensure satisfaction with the product
• Assist in preparing for upcoming events and conferences
• Coordinate service technicians schedules and routes for open service tickets, including planning travel if needed

• This position is on-site 5 days a week in South End Charlotte, with some travel required

The receptionist is often the first point of contact with a new client or referring veterinarian. There is only one chance to make a positive first impression and it takes exceptional service skills to make it happen. The receptionist must be friendly, professional, courteous, show urgency and appropriate concern at all times. They must be efficient in handling difficult service situations and skilled at basic accounting and cash handling. They must be positive, empathetic and optimistic at all times.

Duties and Responsibilities:

• Greet clients in a friendly, professional, and efficient manner
• Answer multi-line phone system and direct the calls accordingly
• Obtain medical and other information from referring vets
• Schedule and confirm appointments
• Check-in patients in the hospital according to schedule and prepare patient files
• Page overhead to notify appropriate departments that patients have arrived
• Scan or otherwise record medical records
• Make sure the lobby and reception areas are organized and neat, including stocking and cleaning the beverage areas for clients
• Fax, file, and distribute faxes and other documents
• Obtain deposits and other payments from clients
• Client admission and check out
• Use system email
• Print and distribute daily schedules
• Process credit applications
• Mail out prescriptions

• Customer Service
• Multi-Tasking
• Cash handling
• Professional appearance-
• Smiles and positive attitude
• Computer and business system proficiency
• Verbal and written communication skills
• Phone systems

• Veterinary environment, terminology, and protocols
• Working effectively as a team
• Organization skills

Job Summary:

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Job Duties:

• Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
• Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and completes tasks both individually and with a team
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships and maintains existing relationships with BDO professionals and external sources

Supervisory Responsibilities:

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• Acts as a Career Advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Master's degree in Accountancy or Taxation, preferred

Experience:

• Five (5) or more years prior experience in accounting, finance, or law, required
• Experience working in public accounting, or the private client service area, preferred

License/Certifications:

• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
• Possession of other professional degrees or certifications applicable to role, preferred

Software:

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:

• N/A

Other Knowledge, Skills & Abilities:

• Initiative
  
  • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
  • Manages client engagements, supervises, and reviews work of team members
  
  
• Communication
  
  • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
  • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
  • Resolves client service issues in a timely and acceptable manner
  
  
• Leadership
  
  • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
  • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
  
  
• Business Development
  
  • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
  • Involves firm specialists and other business lines to increase cross service opportunities
  
  
• People Development
  
  • Supervises, develops, and trains employees
  • Acts as a mentor to associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates
  
  

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range: $112,000 - $50,000
Colorado Range: 111,500 - 130,000
Illinois Range: 105,000 - 130,000
Maryland Range: 111,000 - 122,000
Massachusetts Range: 115,000 - 135,000
Minnesota Range: 90,000 - 120,000
New Jersey Range: 110,000 - 145,000
NYC/Long Island/Westchester Range: 120,000 - 150,000
Washington Range: 110,000 - 125,000
Washington DC Range: 123,000 - 139,000