- Wells Fargo (Charlotte, NC)
- …or relationship manager to meet their needs + Partner with financial advisors to understand appropriate introductions to address the needs of customers with ... looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering… more
- Bank of America (Charlotte, NC)
- …complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data according to the ... are guided by a common purpose to help make financial lives better through the power of every connection....+ Conducts quality assurance reviews and provides routine supervisory manager approvals + Researches complex operational and client… more
- Black & Veatch (Wilmington, NC)
- …and project financials. + Excellent communications/human relations skills (written, verbal, client service ); ability to maintain key relationships. + ... Communities Water Solutions Portfolio. They will be responsible for collaboration with client -facing teams to plan and execute sales and pursuits strategies to drive… more
- Deloitte (Charlotte, NC)
- …Delivery Manager Finance Systems and Processes: Advanced understanding of financial systems and business processes; deep knowledge of financial planning ... CIOs, and other key executives, providing strategic advice and implementing as-a- service solutions. We focus on enhancing finance operations and developing… more
- Bank of America (Charlotte, 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
- TIAA (Charlotte, NC)
- …Specialists that develop and maintain a portfolio of important revenue generating client relationships within the defined affluent and high net worth market segments ... expert on Agency and IRA matters and high net-worth client specific issues. + Assist with the development and...remediation. + Ensures all new business fits within the service set aligned to the proper channel and falls… more
- Fox Rothschild LLP (Charlotte, NC)
- …clients and assist with the resolution of any rejections. + Assist attorneys, Client Service Specialists, and clients with day-to-day e-billing questions and ... rate requests to related vendor sites. + Provide updates regarding invoice status to Client Billing Manager . + Ensures that all tasks are done in accordance… more
- TD Bank (Charlotte, NC)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales/ Service Support, and Data & Analytics responsibilities. This role ... HR and Finance to ensure alignment across job families, entitlements, and financial & regulatory reporting. **Depth & Scope:** + Provides people management… more
- CMTA, Inc (Charlotte, NC)
- …approach to performance contracting, reinforcing our value proposition in both technical and financial terms. + Build and maintain strong client relationships to ... this role plays a key part in identifying new opportunities, nurturing client relationships, and contributing to CMTA's business growth. Below are some of… more
- TD Bank (Charlotte, NC)
- …opening process + Manages assigned resources for optimal efficiency, productivity and client service + Proactively identifies, monitors, and manages risk issues, ... development, implementation, and management of strategies, plans, policies, disclosures, pricing, client solutions, and tools related to all US Wealth Investment… more