- Kestra Financial (Raleigh, NC)
- …excellent customer service, attention to detail, and time management skills * Supports Financial Advisor /Senior Client Service Associate of a large book ... of business including handling all administrative functions for Financial Advisors and the firm * Regular client interaction including appointment scheduling and… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- Truist (Charlotte, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market information… more
- Wells Fargo (Greenville, NC)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- First Horizon Bank (Charlotte, NC)
- …on site in Nashville, TN & Charlotte, NC. The HR Risk & Associate Relations Director is a strategic leadership role responsible for protecting the organization's ... talent and reputation by proactively managing HR compliance, risk, fraud, and associate relations. This role advances business priorities by cultivating a culture of… more
- IBM (Research Triangle Park, NC)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...studies. Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term… more
- IBM (Durham, NC)
- **Introduction** We are seeking a talented IBM Associate Partner - SAP User Experience Architect to join our dynamic team. The ideal candidate will possess deep ... and applications, specifically Signavio, LeaniX, and WalkMe. As an Associate Partner, you will play a critical role in...and IBM communities, establishing our firm as a trusted advisor in the SAP UX space. * Incentive Maximization:… more
- IBM (Charlotte, NC)
- **Introduction** We are seeking a highly skilled and motivated IBM Associate Partner - SAP Business AI Architect to join our team. The ideal candidate will possess ... that unlock business value for our clients. As an Associate Partner, you will play a pivotal role in...and IBM communities, establishing our firm as a trusted advisor in the SAP Business AI space. * Incentive… more
- Huron Consulting Group (NC)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is ... industries to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management… more
- Clark Construction Group, LLC (Charlotte, NC)
- …projects-we build the leaders who make them possible. The Role The Summer Associate Program is your opportunity to build a comprehensive understanding of the ... construction industry and our business. As a summer associate , you will be fully embedded with a team...an understanding of the day-to-day and long-term business and financial management associated with construction projects. + ** Financial… more