Client Service Specialist Jobs in North Carolina
Client Service Specialist jobs in North Carolina are open across Charlotte, Raleigh, and Concord and other North Carolina metros, with employers like Fidelity Investments, First Horizon Bank, and Bank OZK hiring at every experience level. Find a role that fits below and apply directly.
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INTRODUCTION:
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.
The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.
JOB PURPOSE & SCOPE:
Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.
ESSENTIAL JOB FUNCTIONS:
- Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
- Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
- Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
- Actively participate in morning huddles.
- May open new accounts, as needed and with documented approval of management.
- Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
- Actively promote teamwork, leading by example and taking initiative to assist others.
- Demonstrate effective organizational and time management skills.
- Provide backup and assistance to other retail banking locations, as requested.
- Model and champion the Bank’s standards for exceptional customer service.
- Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
- Enthusiastically support the bank’s values and mission.
- Display a high degree of integrity, trustworthiness, and professionalism at all times.
- Complete all essential training timely.
- Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
- Maintain consistent, good punctuality and attendance to work.
- Adhere to all Bank policies, procedures, and guidelines.
KNOWLEDGE, SKILLS & ABILITIES:
- Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
- Knowledge of bank policies and procedures
- Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
- Ability to communicate effectively both verbally and in writing
- Ability to demonstrate team player approach, capable of thriving in a continually changing environment
- Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
- Ability to work without close supervision
- Ability to maintain confidentiality
- Ability to follow policy and procedure including safety and security procedures
- Ability to travel to other work locations (e.g., training, staffing shortages), as needed
- Skill in using computer and Microsoft Office applications necessary to perform essential job functions
BASIC QUALIFICATIONS:
- High school diploma or equivalent required; bachelor’s degree preferred
- 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
- Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
- Cash handling experience preferred
JOB EXPECTATIONS:
Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
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EEO STATEMENT:
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
See All 8 Client Service Specialist Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find JobsClient Service Specialist Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Client Service Specialist Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
- Fidelity Investments2

- First Horizon Bank2

- Bank OZK1

- Marsh McLennan Agency1

- Risksmith Insurance Services1

Top Industries Hiring
- Banking & Financial Services4
- Investment & Asset Management2
- Consulting & Professional Services1
- Fintech1
- Insurance1
What North Carolina Employers Look For
The qualifications that appear most often in client service specialist jobs across North Carolina.
- 1-3 years of customer-facing or client service experience in a professional setting
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Strong written and verbal communication skills across email, phone, and chat
- Ability to manage multiple client accounts or cases simultaneously
- Associate or bachelor's degree in business, communications, or a related field
- Experience with ticketing or case management systems such as Zendesk or ServiceNow
Client Service Specialist Jobs in North Carolina: Frequently Asked Questions
How many client service specialist jobs are there in North Carolina?
There are 8+ client service specialist openings in North Carolina on Migrate Mate as of June 2026, with the most roles in Charlotte, Raleigh, and Concord. New positions post regularly as employers across North Carolina hire.
How much do client service specialists make in North Carolina?
Client service specialists in North Carolina earn a median of about $40,240 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $30,200 for the lowest 10% to over $59,820 for the top 10%. Pay rises with experience, specialty, and employer.
Which North Carolina cities have the most client service specialist jobs?
Charlotte, Raleigh, and Concord have the most client service specialist openings in North Carolina right now, with additional roles spread across smaller metros statewide.
Which companies hire client service specialists in North Carolina?
Employers hiring client service specialists in North Carolina include Fidelity Investments, First Horizon Bank, and Bank OZK, based on current listings on Migrate Mate as of June 2026.
Are there remote client service specialist jobs in North Carolina?
Yes. About 38% of client service specialist openings tied to North Carolina are remote or hybrid as of June 2026. The rest are on-site roles based in North Carolina metros.
How do I apply for client service specialist jobs in North Carolina?
You can apply to client service specialist jobs in North Carolina directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred North Carolina location, then apply to each one that fits.
See All 8 Client Service Specialist Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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