- Kestra Financial (Raleigh, NC)
- …Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... Service Associate Summary The Client Service Associate reports to the Financial Advisors...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Rock Family of Companies (NC)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...client concerns + Provide every referral source and client with the best client service… more
- Bank of America (Charlotte, NC)
- …monitoring of client portfolios, ensuring accurate and timely analysis of financial statements, assignment of risk ratings, and required client reviews. ... + Manages the credit process for a portfolio of clients including reviewing financial statements, assessing the client 's compliance with financial covenants,… more
- Truist (Charlotte, NC)
- …operations, technology, legal, risk, and compliance in an ongoing mission to optimize products/ services , client experience, and financial return in a ... or equivalent education and related training 2. 15+ years of experience within Banking or Financial Services 3. 7+ years of experience in a staff role such as… more
- PNC (Fayetteville, NC)
- …within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution. + Fosters a ... followed and the support and adherence to compliance and regulatory guidelines. Manages service and operational aspects of a Branch & Business Center branch. Builds… more
- JPMorgan Chase (Charlotte, NC)
- …+ Minimum of 3 years of client -facing work experience in a financial services environment. + Demonstrated experience in managing client relationships ... Step into the role of a Client Service Associate and become an...environment. + Developing proficiency in strategic planning to align client services with organizational goals and … more
- Banc of California (Durham, NC)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Client Services Representative will be responsible for ensuring that all ... a broad range of loan and deposit products and services , with full- service branches throughout California and...operates. **HOW YOU'LL MAKE A DIFFERENCE** + Front line client service support. + Must exercise independent… more
- ARAMARK (Charlotte, NC)
- …Develop program (facilities, custodial, energy, grounds or maintenance) to meet client and customer demands and specifications Financial Performance Build ... **Job Description** **Aramark Healthcare+** is seeking an **Environmental Services Manager - 2nd shift** to join their...relative to the department Oversight and responsibility to deliver client and company financial targets Adopt all… more
- Acosta Group (Charlotte, NC)
- …The Business Manager Assistant will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... Contract generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required.… more
- ARAMARK (Raleigh, NC)
- …assess operations and develop plans to provide optimal service and drive client and customer satisfaction. + Financial Performance - Build revenue and manage ... within district. Provide oversight and take ownership to deliver client and company financial targets using Aramark...change and turnaround initiatives. The ability to focus on client and customer services , entrepreneurship and building… more