- Lincoln Financial (Greensboro, NC)
- …for this opportunity. **Requisition #:** 73936 **The Role at a Glance** As the Financial Services Wholesaling Representative for the Life Insurance team, you ... business relationships with advisors who market our products and services in order to meet or exceed established individual...established individual and team sales goals and help the advisor provide the right solutions to their clients. This… more
- Truist (Raleigh, NC)
- …or an equivalent combination of education and work experience. 2. Banking or financial services experience. 3. Extensive experience completing zOS full version ... issues in a timely manner by receiving and investigating incidents or service tickets. 4. Provides technical consultation on extremely challenging or unusual… more
- Elevance Health (Winston Salem, NC)
- **Customer Care Representative I** **Location:** This is a hybrid position and onsite training will be required for the first 10 weeks. We are hiring for specific ... to deliver member-centered, lasting pharmacy care. The **Customer Care Representative I** is responsible for acting as a trusted... I** is responsible for acting as a trusted advisor and educator on inquiries such as coverage for… more
- TD Bank (Charlotte, NC)
- …you've got years of banking experience or are just starting your career in financial services , we can help you realize your potential. Through regular leadership ... manage remediation of regulatory findings, and perform targeted risk reviews of products/ services , customers, and operations. The Financial Crime Risk Business… 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 ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- Truist (Wilmington, NC)
- …The teammate will support workload management, and triage and delegate client and advisor operational requests to a centralized service team as appropriate. ... to the centralized service team. 6. Work closely with the centralized service team to ensure client and advisor requests are fulfilled in a… more
- ADP (Raleigh, NC)
- ADP is hiring a **Sales Representative , Human Resources Outsourcing (HRO).** + **_Are you ready for your next best job where you can elevate your financial ... + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens… more
- First Horizon Bank (Greensboro, NC)
- …all such requirements. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and ... clients on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance… more
- Truist (Charlotte, NC)
- …Asset Management Specialist, Certified Financial Planner, Certified Trust and Financial Advisor , Chartered Life Underwriter or Certified Public Accountant ... NHL, MLS and NBA. The team provides corporate banking services to including lending, stadium financing, treasury management, and...opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL… more
- Truist (Raleigh, NC)
- …related training or experience. 2. 12+ years of risk management experience in financial services or related field, and/or equivalent education, training and ... Officer for Truist. This role serves as a strategic advisor and subject matter expert responsible for effectively and...risk appetite and the assigned business unit's strategic & financial plan. Acts as a delegate to the Business… more
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