- Principal Financial Group (Raleigh, NC)
- …and maintain electronic client files. + Communicate new account statuses, resolve client service issues, and support financial professional- client ... years of related work experience in life insurance/broker-dealer or RIA operations: client service , account opening, account management, or operations. +… more
- WTW (Charlotte, NC)
- …capabilities + Must be results oriented + Ability to provide superior customer service to the client and the sureties + Strong organizational skills ... unlock potential. Learn more at wtwco.com . **Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account… more
- WTW (Charlotte, NC)
- …capabilities + Must be results oriented + Ability to provide superior customer service to the client and the sureties + Strong organizational skills ... Together, we unlock potential. Learn more at wtwco.com . The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account… more
- Banfield Pet Hospital (Apex, NC)
- The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in ... and team. Actively recruit new clients by promoting hospital services and route the flow of clients and pets...the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical… more
- Wells Fargo (Charlotte, NC)
- …and Risk Management to oversee execution of credit related functions and portfolio support for insurance and insurance services clients. **In this role, you ... Institutions Independent Risk Management, and other product partners to support all client coverage needs related to...support of the delivery of new products or services or expanding existing business with clients. + Train… more
- ASM Research, An Accenture Federal Services Company (Raleigh, NC)
- …skills. + Applies knowledge of technologies, applications, methodologies, processes and tools to support a client , project or entity. + Familiar with and ... development, and configuration of software systems to meet market and/or client requirements. Updates, repairs, modifies, and expands existing computer programs.… more
- Insight Global (Charlotte, NC)
- Job Description Our client is looking for an Operations Support Specialist to join the team! This role will be hybrid onsite 3 days a week in the Charlotte ... be responsible for supporting our external Design/Engineering operations and client representatives. This position will provide operational administration in various… more
- Huntington National Bank (Charlotte, NC)
- …and accurate billing for treasury services + Support the full client engagement cycle, from proposal development to service activation + Build strong ... our solutions effectively + Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts + Partner… more
- Wells Fargo (Charlotte, NC)
- …of business include - WIM Advisory & Client Experience, The Private Bank,WIM Shared Service and Branch Support , and WIM Marketing The WIM Intern Program is a ... the United States' leading providers of financial and investment services . WIM provides a full range of personalized wealth...investment research, and other forms of intellectual capital to support WIM. + Client Relationship Group: Oversees… more
- Bank OZK (Wilmington, NC)
- …as requested. + Model and champion the Bank's standards for exceptional customer service . + Demonstrate empathy and proactively resolve client concerns in a ... helpful, and friendly team environment and provide exceptional customer service at all times. Essential Job Functions + Cultivate...to next level of authority, as needed. + Enthusiastically support the bank's values and mission. + Display a… more