- Truist (Greensboro, NC)
- …Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified… more
- Vanguard (Charlotte, NC)
- …Active FINRA Series 7 and 63 licenses. + 1-3 years of experience in financial services. + Strong relationship management skills. + Excellent communication and ... for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard, we have a… more
- Citizens (Charlotte, NC)
- …of adequate and effective controls to mitigate risk in an embedded payment relationship . + Financial Industry Experience: Experience in banking or financial ... Principles: A solid understanding of various risk types (eg, operational, financial , compliance, reputational) and risk management methodologies, including COSO and… more
- Truist (Waynesville, NC)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ... assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a… more
- Wells Fargo (Charlotte, NC)
- …close collaboration with CB and CIB Market Coverage and Specialized Industry relationship management teams to service new and existing clients, drive growth, and ... bank. **In this role, you will:** + Lead KAP and SF product specialist /portfolio management teams by making strategic decisions to resolve highly complex issues to… more
- Truist (Raleigh, NC)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- Truist (Raleigh, NC)
- …which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Proactively engage with clients to deliver all non-investment ... aspects to meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning, estate administration,… more
- UMB Bank (Raleigh, NC)
- …mitigating any losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the initial review of every piece of new ... the agreement. The role of a Corporate Trust Compliance Specialist is exposed to all facets of Corporate Trust...+ You will partner with internal teams including the Relationship Management team to prepare summaries and reports, as… more
- City National Bank (Raleigh, NC)
- …Chartered Financial Analyst (CFA) Or * Certified Anti-Money Laundering Specialist (CAMS) Or *Additional Qualifications* * Strong verbal and written communication ... posed by the Data Analytics Lead or Data Scientist. Relationship Building and Client Experience: * Continuously builds trusting...in an internal audit role within the banking or financial services industry, or with an public accounting firm.… more
- Herbalife (Winston Salem, NC)
- …Apply Now **Overview** **THE ROLE:** The Project Coordinator / Facilities Services Specialist will work onsite at our state of art Innovation and Manufacturing ... regulatory requirements and assisting in the management and care of local community relationship and external events **HOW YOU WOULD CONTRIBUTE:** + Lead the design… more