- HUB International (Greensboro, NC)
- …INTERNATIONAL:** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, ... organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account… more
- PNC (Charlotte, NC)
- …at manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the… more
- Monro Muffler/Brake (Gastonia, NC)
- …Outside Sales Representative is responsible for growing, managing, and executing a client 's business plan using the provided tools, methods, and processes to achieve ... maximum client satisfaction, sales and profitability. The hourly range for...operates under the general direction of the Commercial Store Manager Education and Experience High School diploma or GED… more
- Grant Thornton (Charlotte, NC)
- …processes, IT systems, service providers and controls. + Actively participate in client engagements from start to completion, which includes planning, executing, and ... and helping clients design and implement internal controls + Support engagement Manager and/or Senior Manager /Director in project management activities, such as… more
- Black & Veatch (Charlotte, NC)
- …models and project risk profiles. Professionals in this role interface directly with Client Account Manager , Project Director and Project Manager , as ... Bid/No Bid or Screenings when requested by Proposal Leaders. * Collaborate with the client account manager and project management to develop and implement the… more
- PNC (Wilmington, NC)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. As a Financial Wellness Consultant, you will work within the PNC ... or dedicated benefits managers to design a custom program for a client 's organization and provide employees of commercial clients with advice and services… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …the traditional roles of the Financial Advisor, Service Associate and Branch Manager . Fosters and assists in the development of relationships with new clients ... Virtual Financial Advisors to oversee over $2 billion in client assets to ensure proper fiduciary processes and procedures...7 required. * FINRA Series 66 or 63 and 65 required. * Life & Variable Annuity Insurance License… more
- Bank of America (Kernersville, NC)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes… more
- Comerica (Charlotte, NC)
- … needs. Obtain client commitment and collect assets. Effectively transition the client relationship to the relationship manager by staying involved with the ... you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning… more
- American Express Global Business Travel (Raleigh, NC)
- …and engaged Client Management team, with high will to retain and grow their client portfolio. The Client Manager Director creates a culture to motivate, ... leading one of our largest and most strategic global client and a client management team across...the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and… more