- 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
- SitusAMC (Raleigh, NC)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... team for execution + Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the … more
- Bank of America (Holly Springs, 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
- Bank of America (Wilson, NC)
- …Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses **Skills:** Account Management Client Investments ... to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a sustainable book… more
- Banfield Pet Hospital (Cornelius, NC)
- …Position Profile The role of the Shift Lead is to perform the duties of a Client Services Coordinator or Vet Assistant when not filling in or assisting the Practice ... Manager or Chief of Staff in guiding the team...when called upon and ensuring quality medical care, exceptional client service, associate engagement and maximum productivity. Helping create… more
- Market My Market (Charlotte, NC)
- …SEO Specialist will focus on executing specialized SEO tasks across all client accounts with high-quality standards and volume requirements. This role specializes in ... on-page, or auditing) and contributes to elevating this specialty across all client campaigns. The Specialist may oversee overseas freelancers but has less team… more
- Owens Realty Services (Raleigh, NC)
- …a reputation for outstanding customer service, professionalism, teamwork, and exceeding client expectations. We consider the employees of Owens Realty Services and ... techniques and equipment used by the custodial staff. *Makes recommendations to the manager for changes in supplies, equipment or procedures to improve safety or to… more
- Colliers Engineering & Design (Charlotte, NC)
- …+ Additional projects as directed by the Project Services Manager or Project Manager . + Ability to travel based on client or project needs. + Additional ... be at the heart of our operations, helping to keep projects on track, meet client needs, and deliver results that make an impact. If you're a problem-solver with a… more