- Bank of America (Asheville, NC)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... client requests and makes referrals to appropriate internal service providers based on client needs and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Charlotte, NC)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... client requests and makes referrals to appropriate internal service providers based on client needs and...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Atria Wealth Solutions (King, NC)
- …clients. Through a holistic financial planning process and collaboration with internal business partners, we help our members reach their long-term and short-term ... the Synergy culture. To achieve this goal the employee must provide outstanding service to both internal and external members. In addition, this position will assist… more
- Wells Fargo (Charlotte, NC)
- …Independent Channels + Other lines of business include - WIM Advisory & Client Experience, The Private Bank,WIM Shared Service and Branch Support, and WIM ... Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) ** Business Overview** Wealth &… more
- WTW (Charlotte, NC)
- …As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... to generate business by participating in new business activities and expanding existing client engagements....Proactively advising clients and ensuring the delivery of superior client service + Playing a key role… more
- Bank of America (Charlotte, NC)
- …client inquiries via numerous channels to support operational efficiency and quality client service + Reviews and approves required account documentation + ... data, pricing, and cost basis reporting. A Job expectations include providing quality service and effective operations support for internal business partners and… more
- Canon USA & Affiliates (Cary, NC)
- … Business travel expenses will be reimbursed. **Responsibilities** **CUSTOMER SERVICE ** . Ensures total customer (internal & external) satisfaction through ... replacement and/or short-term administrative services in place of Office Service Reps (and others) who are out of the...the following functions at the direction of the Site Manager :** . Set up and maintain client 's… more
- Canon Business Process Services (Cary, NC)
- … Business travel expenses will be reimbursed. Responsibilities CUSTOMER SERVICE . Ensures total customer (internal & external) satisfaction through understanding ... replacement and/or short-term administrative services in place of Office Service Reps (and others) who are out of the...the following functions at the direction of the Site Manager : . Set up and maintain client 's… more
- Truist (Charlotte, NC)
- …level leaders 12. Sound business judgment and ability to build a business case around a product or service 13. Expert relationship builder; developing ... Experience in banking, insurance, financial services, and/or investments across multiple client segments including consumer, small business , wealth and… more
- Bank of America (Charlotte, NC)
- …solutions + Partner closely with internal stake holders including CBK/IBK bankers, product, client service , global markets, and wholesale credit consult on sales ... product penetration across an assigned portfolio and partnering closely with client -facing teammates to consult on sales opportunities. Job expectations include… more