- Wells Fargo (Charlotte, NC)
- …and completing various administrative tasks + Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support processes and offer ... **About this role:** Wells Fargo is seeking a Brokerage Client Assistant - RCAST & Registered as...RCAST & Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management… more
- Nuveen Investments (Charlotte, NC)
- The Brokerage Trading Analyst supports trade orders in the market and evaluates market volatility in order to assist clients. This job also evaluates information ... **Career Level** 6IC **Required Qualifications** + 2 years of Brokerage experience + Active FINRA Series 7 & 63...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more
- Truist (Charlotte, NC)
- …industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. ... with clients of all experience levels regarding securities transactions and brokerage accounts. 7. Effective time management skills. 8. Ability to communicate… more
- Wells Fargo (North Wilkesboro, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas ... management for review when applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... forwarding to management for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo Advisors (WFA) is seeking a Supervisory Control Associate responsible for direct support of branches and their responsibilities for remote ... compliance supervision of Private Client Group (PCG) and Wealth Brokerage Services, (WBS) producing Branch Managers, and Financial Advisors. Learn more about the… more
- Wells Fargo (Charlotte, NC)
- Wells Fargo is seeking a Customer Service Associate Licensed to work for its Investment Contact Center (ICC). In this role, you will assist brokerage clients via ... questions, and problems pertaining to financial transactions + Trading experience + Brokerage industry experience + Contact center experience + Ability to process… more
- Capital One (Charlotte, NC)
- Capital Markets Senior Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops ... for an experienced, motivated professional to join a growing brokerage firm. The position will be part of the...of internet provider, speed and service package from the associate . Requirements are subject to change, as new systems… more
- Daymon Worldwide Inc (Matthews, NC)
- Summary Associate Business Manager At our Company, we grow People, Brands, and Businesses! We are seeking an Entry level position in Business Management, this role ... the best products available in the marketplace today. Position Summary Associate Business Manager collaborates with Business Managers, Senior Leadership and external… more
- WTW (Charlotte, NC)
- **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing ... in the industry. As a Health and Benefits Lead Associate you will contribute to a wide variety of...health and welfare plans, ideally gained in a benefit consulting/ brokerage firm or health underwriting / actuarial function of… more