- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- US Bank (Charlotte, NC)
- … Relationship Consultants must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires ... you excel at-all from Day One. **Job Description** Premier Client Relationship Consultants complete all duties of a ...and Series 63 (or Series 66) registrations. Position is defined as a referral only registered representative. This position… more
- Truist (Charlotte, NC)
- …and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Real Estate clients taking ownership of client ... **Please review the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff,… more
- Cengage Group (Raleigh, NC)
- …responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through ... their authentic selves to work. We achieve these priorities through inclusive programs, benefits , and initiatives that are integrated into the fabric of how we work… more
- Truist (Whiteville, NC)
- …Specific activities may change from time to time. 1. Deliver care through exceptional client service and create a differentiating client experience while ... to utilize all available tools and resources to curate a differentiated client experience, track all unresolved issues accurately, to ensure timely follow up… more
- The Hartford (Charlotte, NC)
- …+ Make recommendations for change where appropriate. Keeps abreast of client 's changing benefits /HR needs/corporate landscape. Identifies and coordinates annual ... Client Relationship Manager - SA08AE We're determined to...as we help shape the future. The Hartford's Group Benefits segment is a market leader in life and… more
- Truist (Lumberton, NC)
- …while adhering to all collection policies, procedures, and guidelines. Provide exceptional client service to all Clients by being transparent, positive, and ... flexible schedule, including overtime as needed. **Preferred Qualifications:** 1. Previous Client service , collections, or sales experience 2. Bilingual… more
- Truist (Charlotte, NC)
- … service , banking, lending, experience **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates ... Assist with outbound calling, appointment setting, lead development and screening, client and partner outreach assisting CAC FAs core job functions. Leverage… more
- BrightView (Charlotte, NC)
- …team where you can grow to be your brightest. We're looking for a Sales/ Client Representative. Can you picture yourself here? Here's what you'd do: The Sales/ ... Client Representative assists in developing and executing regional strategic...increase profitability. This role grows the business in a defined territory while actively selling to many different customer… more
- Public Consulting Group (Charlotte, NC)
- …+ Ensure direct reports manage their activities and new work efforts according to defined service delivery processes. + Train and coach all direct reports on ... sector. To learn more, visit www.publicconsultinggroup.com . **Sr. Manager, Operations and Service Delivery** The Sr. Manager, Operations and Service Delivery… more