- Bank of America (Greenville, NC)
- …**Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account ... acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding them with advice and solutions to help… more
- Bank of America (Huntersville, NC)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... and managing client relationships to considering a client 's complex financial picture and guiding them...* Managing a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
- Wells Fargo (Wilmington, NC)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... Client Associates **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a… more
- RGP (Charlotte, NC)
- …seeking an experienced Oracle EDM Consultant to support the transformation of a client 's financial reporting capabilities. In this role, you'll lead the design ... and implementation of financial hierarchies within Oracle EDM, driving automation and efficiency...of solutions across on-demand talent, next-generation consulting, and outsourced services to support organizations at every stage of their… more
- Edward Jones (Greensboro, NC)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward… more
- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and ... flexible schedule, including overtime as needed. **Preferred Qualifications:** 1. Previous Client service , collections, or sales experience 2. Bilingual… more
- Edward Jones (Burlington, NC)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... and business practices you need to succeed in our client -first business model. The new financial advisor...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- WTW (Charlotte, NC)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... varying client complexity by working across different client profiles and roles, including leading clients' financial... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,… more
- JPMorgan Chase (Charlotte, NC)
- …impacted parties. **Required qualifications, capabilities, and skills** + Skilled in managing client relationships within a financial services environment, ... Step into the role of a Client Service Senior Associate within our...environment. + Experience engaging in strategic planning to align client services with organizational goals and … more