- Bank of America (Charlotte, NC)
- …This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research, and… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …of the company by combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager . Fosters and assists in the development of ... Financial Advisors to oversee over $2 billion in client assets to ensure proper fiduciary processes and procedures...accomplish objectives. * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- First Horizon Bank (Gastonia, NC)
- …and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive ... loan options, opening deposit accounts, and taking loan applications. * Client -Centric Financial Advice: Through a consultative approach, provide personalized… more
- Bank of America (Charlotte, NC)
- …effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending ... are guided by a common purpose to help make financial lives better through the power of every connection....up to and including termination. **Responsibilities:** + Provides exceptional client care + Answers inbound calls and make outbound… more
- S&P Global (Raleigh, NC)
- …Product Consultant ( Client Success Manager ) **The Team:** The Research Manager Client Success team is composed of global experienced professionals. The ... transactions to ensure application operability and user success + Provide outstanding client service by assisting clients with trade and commission management,… more
- Bank of America (Wilmington, NC)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Bank of America (Asheville, NC)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- PNC (Charlotte, NC)
- …at manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held… more
- Comerica (Charlotte, NC)
- …and financial planning; listen, profile, gather information to assess client needs, biases and objectives. Assess opportunities and determine alternatives and ... needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the … more
- IBM (Research Triangle Park, NC)
- …pipeline on a rolling basis, build references and case studies * * Establish client value propositions that tie key strategic, financial , and operational metrics ... roadmaps and lead/participate in large transactions * Evangelize HCS service offerings as a change agent for early engagement,...basis, build references and case studies * * Establish client value propositions that tie key strategic, financial… more