- Truist (Wilmington, NC)
- …description:** *This is an in-office position located in Wilmington, NC.* Provides in-office client and advisor support to a team of Wealth Advisors managing a ... advisor(s) to meet the needs and objectives of the client and will serve as the primary point of...and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to the centralized service team. 6. Work… more
- Compass Group, North America (Winston Salem, NC)
- …order to assure highest client and customer satisfaction levels and account retention, strong employee relations, achievement of financial goals and future ... as tied to patient satisfaction performance for respective unit Maintains and supports client satisfaction at a level that ensures account retention Administers… more
- Truist (Greensboro, NC)
- …Work on client complaint cases that include topics such as: account issues for small to medium business, commercial, national payments, corporate institutional, ... and client complaints that Truist receives from various regulatory agencies...experience 2. At least 5 years of experience in financial services or another highly regulated industry 3. Experience… more
- Wells Fargo (Charlotte, NC)
- …talent. It all begins with you. Wells Fargo is seeking a motivated, client centric, sales and originations professional to partner with commercial and underwriting ... specialty + Understand clients' businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and … more
- Deloitte (Charlotte, NC)
- Today's CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an ... Oracle Specialist Master at Deloitte, you will help clients define...to travel up to 50%, depending on project and client needs + Bachelor's degree + Limited immigration sponsorship… more
- Wells Fargo (Charlotte, NC)
- …individual or teams together in order to resolve complex issues + Assist in client account onboarding, input and monitoring of cash payments, customer service, ... **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Tax Operations team within Corporate & Investment Banking… more
- US Bank (Charlotte, NC)
- …the value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains… more
- Truist (Wilson, NC)
- …decision Fraud Solution Service Delivery related cases and alerts. Researches and analyzes account activity to assess the level of risk and make decision in ... Fraud Solution Service Delivery requirements are met. 3. Conduct client research. 4. Use critical thinking skills to make...education and related training 2. One year of banking, financial industry or related experience; preferably in a branch,… more
- TEKsystems (Charlotte, NC)
- …are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, ... are client -focused, team oriented, and are able to execute in...1 year of recent customer service experience in a financial services capacity + Knowledge of mutual funds, annuities,… more
- ManpowerGroup (Raleigh, NC)
- …$90/HR Jefferson Wells has an immediate need for a Senior Revenue Accountant for a client in Raleigh-Durham. This is a great opportunity to work with a company that ... with the possibility of converting to permanent employment with our client . SUMMARY Spearhead revenue recognition compliance and process improvements through… more