- Truist (Kannapolis, NC)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of...2. Two years of teller or cash handling or client service experience 3. Six months of… more
- Truist (Gastonia, NC)
- …monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained to support sales and service ... contact for account maintenance, problem resolution, identifying solutions and services and referring the client to the...and consistent proficiency in teller or cash handling or client service skills 3. Good interpersonal and… more
- Wells Fargo (Wilmington, NC)
- …Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate ... and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues… more
- Truist (Greensboro, NC)
- …This is an experienced individual contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery ... and clients virtually (phone, chat/messaging, or video) to assess client needs, review their financial management practices...a caring conversation, and make recommendations for products and services that align with client needs. 2.… more
- Deloitte (Charlotte, NC)
- …advancement and developmental growth? If so, consider an opportunity to provide exceptional client service to a variety of audit and assurance clients from ... innovation, delivery, and execution, your responsibilities will include: + Auditing client financial statements, transactions, and internal controls over … more
- Kestra Financial (Raleigh, NC)
- …customer service , attention to detail, and time management skills * Supports Financial Advisor/Senior Client Service Associate of a large book of ... The Client Service Coordinator is critical to...The Client Service Coordinator is critical to providing superior ...business including handling all administrative functions for Financial Advisors and the firm * Regular … more
- First Horizon Bank (Asheville, NC)
- …the bank's products and services . This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales ... all such requirements **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and… more
- Revel CPA (NC)
- …and other financial adjustments for accounts to maintain accurate and up-to-date client financial records. + Delivering Client Insights and Reporting: ... to clients and team members on these systems as needed. + Ensuring Exceptional Client Service : Respond promptly to client inquiries, assist with technical… more
- Fiserv (Raleigh, NC)
- …efforts to expand and elevate Fiserv's market share and presence in the financial services industry. Assigned to sell core account processing products within ... skills to establish rapport. + In-depth knowledge of Fiserv's solutions and client financial metrics to implement selling strategies. **Perks at Work:**… more
- US Bank (Charlotte, NC)
- …The WPIS will have an independent ability to provide solutions for the client 's financial status using the most advanced tax, wealth transfer, business ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private… more