- Kestra Financial (Raleigh, NC)
- Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients ... creating the life they envision. Who We Want: The client service associate plays a...business-related field preferred + The ideal candidate will have 2 + years of experience in the financial services industry… more
- Truist (Charlotte, NC)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- JPMorgan Chase (Charlotte, NC)
- Join our Operations team in Charlotte as an Associate I, where you'll lead, coach, and inspire a diverse team to achieve results. Make an impact by resolving complex ... help shape strategic goals and ensure compliance with regulatory standards. As an Associate I in Operations, you will: + Lead and develop a high-performing team… more
- Kyndryl (Raleigh, NC)
- …development happens for us and our clients. **Key Responsibilities:** + **Understanding Client Problems and Designing Innovative Solutions:** Service Owners in ... + ** Service Offering Development** : A good Service Owner will discover patterns of client ...you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily… more
- Allied Universal (Charlotte, NC)
- …protocols, training, and response strategies that drive operational improvements and ensure client satisfaction + Deliver high-quality service to our clients ... and eligibility. **Job Description:** Allied Universal(R) is hiring a Client Manager. As a Client Manager, you...professional level experience managing hourly employees in a fast-paced service organization + Associate 's degree in criminal… more
- Truist (Charlotte, NC)
- …and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client ... applications, such as Microsoft Office software products, etc. Preferred Qualifications: 1. Associate 's degree in related field 2 . Possess working product… more
- JPMorgan Chase (Charlotte, NC)
- …Account Supervisor - Client Support Group within JPMorganChase, you will report to a Senior Associate - Client Service or the Vice President - Client ... investigations. You will play a critical role in ensuring efficient and secure client service delivery. **Job responsibilities** + Listen proactively to and… more
- TIAA (Charlotte, NC)
- …Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under ... effective practices and supports advisory team in overall book management strategy. + Provides client service and sales support as a part of the Wealth… more
- City National Bank (Charlotte, NC)
- …in the Southeast Terriritory. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages overall relationship ... *Relationship Manager Associate - Southeast Middle Market Food & Beverage...from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and… more
- TIAA (Charlotte, NC)
- …Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under ... **Wealth Client Relationship Manager** Wealth Management Client ...**Educational Requirements** + University (Degree) Preferred **Work Experience** + 2 + Years Required; 3+ Years Preferred **FINRA Registrations** +… more