- Truist (Greensboro, NC)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking,...4. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in… more
- Bank of America (Wilson, NC)
- …an advisorPrioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The ... achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a...to remain vibrant and vital. **Required Qualifications:** **Currently holds Series 7 & 66 (63 & 65 in lieu… more
- Equitable (Pinehurst, NC)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within...experience + **Licensing** : State Life & Health, SIE, Series 7, Series 66 + **Personal Attributes**… more
- PNC (Charlotte, NC)
- …supervision. + Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the ... risk, such as regulatory, reputational, operational and credit risks. + Focuses on client opportunities by providing ideas and insights based on an understanding of… more
- PNC (NC)
- … problems appropriately and efficiently. Owns and manages the end-to-end client experience, efficiently handling service transactions and identifying and ... have an opportunity to contribute to the company's success. As a Licensed Client Solution Consultant within PNC's Investment organization, you will be remote within… more
- Equitable (Raleigh, NC)
- …becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through ... personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to… more
- Thrivent Financial (Greensboro, NC)
- …to you! Industry experience is optimal. You will play a critical role in our client experience, so an outgoing and service -oriented mindset is a must. You will ... Advisor. This position provides support to Freedom Financial Planning Group's existing client base. The position serves as a resource to established Financial… more
- Atria Wealth Solutions (King, NC)
- …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 ... accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and… more
- The Estee Lauder Companies (Charlotte, NC)
- …region. Educates and develops field teams to deliver brand's best in class service experience for consumers. *Understands client shopping patterns and monitors ... Leads the implementation of Client Engagement strategies to maximize client loyalty through service experiences. **Qualifications** - 8+ years experience… more
- Wells Fargo (Charlotte, NC)
- …procedures, and compliance requirements **Required Qualifications:** + 2+ years of client service or trading experience, or equivalent demonstrated through ... securities transactions initiated by customers + Provide quality customer service addressing issues, trading strategies, market terminology, and account status… more