- First Horizon Bank (Greensboro, NC)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment, trust and fiduciary services , and insurance services ) in a manner that promotes client ...**About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our… more
- Black & Veatch (Winston Salem, NC)
- …clients. + **Business and financial literacy,** including a general understanding of client financial and risk drivers and key Black & Veatch metrics for ... to ensure exceptional client satisfaction. Actively participate in our Client Satisfaction Programs to continuously improve service delivery. + **Identify… more
- Bank of America (Cary, NC)
- …knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + Connects ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...and makes referrals to appropriate internal partners based on client needs + Partners with financial center… more
- Bank of America (Kernersville, NC)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Holly Springs, NC)
- …and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Bank of America (Raleigh, NC)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on all of… more
- Bank of America (Asheville, NC)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client ...to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls… more
- Bank of America (Charlotte, NC)
- …and money managed solutions + Recommends banking and investments strategies that align with client financial goals and needs + Triages client requests and ... customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client ...to appropriate internal service providers based on client needs and asset thresholds + Mitigates and controls… more
- Truist (Wilson, NC)
- …timely and efficient operational service and processing of new client financial request, adjustments, and research/resolution requests for all payment ... inquiries received in Card Payments Operations, while providing outstanding client service to both internal and external clients while minimizing the operational… more