- Raymond James Financial, Inc. (Charlotte, NC)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- The Cigna Group (Charlotte, NC)
- …alignment, build trust, and ensure clients receive tailored, strategic solutions. + Client Experience: Oversee client service requests, ensuring seamless ... Executive, you are the face of Cigna to the client . Your focus is on spending time with clients...renewal rate increases in addition to new products and services to expand the relationship. You will be the… more
- First Horizon Bank (Raleigh, NC)
- …staff. + Assist in conducting meetings to promote sales, product knowledge and client service **Compliance and risk management** + Expected compliance with bank ... through Friday, 9:00AM to 5:00PM **SUMMARY:** Provides supervision and support to the tellers to ensure that the staff...client issues effectively. + Ensure an excellent overall client experience by assisting clients with select service… more
- WSP USA (Durham, NC)
- …additional responsibilities as required by business needs. + Support the Service Line in sales/profit, being externally/ client focused, meeting or exceeding ... high-value relationships with clients in the market; demonstrate excellence in client service /experience. Identify local, regional and national business via… more
- Pike Corporation (Wilmington, NC)
- …with the appropriate client supervision/management to review the effectiveness of our service to the client and to address client concerns. Works ... the assigned area and will assist in the secondary marketing of Pike Engineering's services to the client . Maintain excellent client relationships. Will be… more
- Truist (Charlotte, NC)
- …and direction for broad, cross-functional strategic initiatives to improve consumer Deposits client acquisition and service model. Efforts should focus on ... Senior Manager Deposit Lifecycle is responsible for overseeing the entire end-to-end client lifecycle of consumer and small business deposits, from acquisition to… more
- Grant Thornton (Charlotte, NC)
- …completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills ... project execution + Work with the project team and client to deliver services in accordance with...Advisory Business Lines (ABLs) and with other Grant Thornton Service Lines (eg, Audit Services and Tax… more
- Bank of America (Charlotte, NC)
- …has a desire to interact with clients proactively. + Has an ability to assess client needs and suggest/promote alternative products or services + Has ability to ... service skills with ability to manage the full client end-to-end origination experience and problem resolution at key...to handle multiple lines of business and models to support changing business needs + Independently works with other… more
- Bank of America (Wilson, NC)
- …an advisorPrioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Vanguard (Charlotte, NC)
- …We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. ... learning, and significant experience with large datasets and cloud-based AI services . Responsibilities: + Develop and optimize complex data pipelines, applying… more