- Truist (Charlotte, NC)
- …and delegate client and advisor operational requests to a centralized service team as appropriate. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary ... to the centralized service team. 6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a… more
- Huntington National Bank (Charlotte, NC)
- …their financial and strategic objectives. + Assisting with preparing client pitch books, transaction comparable(s), financial models, offering memorandums, ... Analyst role will consist primarily of reviewing and analyzing financial data of both clients and prospects, including market...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Truist (Charlotte, NC)
- … satisfaction and loyalty. The ideal candidate will have a strong background in financial services , excellent leadership skills, and a deep understanding of ... for broad, cross-functional strategic initiatives to improve consumer Deposits client acquisition and service model. Efforts should...training 2. 15+ years of experience within Banking or Financial Services 3. 7+ years of experience… more
- WTW (Charlotte, NC)
- …candidate brings at least 15 years of experience in captive insurance and financial services , with deep knowledge of insurance accounting, products, and problem ... of captive insurance companies by providing strategic, operational, and financial oversight tailored to each client 's unique...as required. + Underwriting decisions in conjunction with the Client Service Team and the Practice Underwriting… more
- ManpowerGroup (Raleigh, NC)
- … client needs and requirements through effective communication and develops client relationships through excellent customer service . Ensures client ... Tech II will develop a deeper understanding of PCl's services and how clients can expand the use of...needs and requirements, effectively communicates with clients, and develops client relationships through excellent customer service . +… more
- Brighton Health Plan Solutions, LLC (Raleigh, NC)
- …Marketing, and Customer Service to ensure timely execution and resolution of client needs. + Develop a deep understanding of each client 's strategic business ... needs, and market position. + Identify, escalate, and resolve customer service , operational, financial , and network-related issues, ensuring ownership through… more
- Wells Fargo (Charlotte, NC)
- …Investment Management, or WIM, is one of the United States' leading providers of financial and investment services . WIM provides a full range of personalized ... Client Relationship Group: Oversees initiatives and support for financial advisor and team-led client coverage, including...Other lines of business include - WIM Advisory & Client Experience, The Private Bank,WIM Shared Service … more
- WSP USA (Charlotte, NC)
- …signed Service Agreement where WSP has expressly requested recruitment/staffing services specific to the position at hand. Any unsolicited resumes, including ... to join our Power & Energy team at our client 's office located in _Rochester, NY_ . The following...suite of benefits focused on a providing health and financial stability throughout the employee's career. These benefits include… more
- City National Bank (Charlotte, NC)
- …* Exhibit strong leadership in driving team performance, maintaining high standards of client service , and aligning efforts with overall business objectives. * ... geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Manages...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- ManpowerGroup (Charlotte, NC)
- Our client , a leading player in the financial services industry, is seeking a Business Analyst to join their team. As a Business Analyst, you will be part of ... be able to work on Experis' W2 (due to client rules we are unable to work with 3rd...Work with a diverse team of professionals in the financial services industry. **Upon completion of waiting… more