- Truist (Wilson, NC)
- …ensure accurate, timely and efficient operational service and processing of new client financial request, adjustments, and research/resolution requests for all ... payment inquiries received in Card Payments Operations, while providing outstanding client service to both internal and external clients while minimizing the… more
- Bank of America (Greenville, NC)
- …- from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions ... Financial Solutions Advisor I - Greenville Greenville, North...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Bank of America (Huntersville, NC)
- …- from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions ... Financial Solutions Advisor I - Charlotte Cornelius, North...of America's core banking, investment solutions and approach to client care. We will equip you with everything you… more
- Wells Fargo (Wilmington, NC)
- …experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry experience ... **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the… more
- RGP (Charlotte, NC)
- …seeking an experienced Oracle EDM Consultant to support the transformation of a client 's financial reporting capabilities. In this role, you'll lead the design ... and implementation of financial hierarchies within Oracle EDM, driving automation and efficiency...a high-impact opportunity to influence the future state of financial reporting during a period of strategic modernization. While… more
- Edward Jones (Greensboro, NC)
- …unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and treating ... to Clients accurately, professionally, and in a positive manner. 4. Manage client communications and provide accurate account detail and information with an elevated… more
- Edward Jones (Burlington, NC)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through… more
- WTW (Charlotte, NC)
- …knowledge of varying client complexity by working across different client profiles and roles, including leading clients' financial /actuarial engagements for ... concepts and H&B tools + Is a key member on multiple employer client teams providing financial analyses, outputs and client deliverables across a region +… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more