- Bank of America (Charlotte, NC)
- …support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often serve as ... support office initiatives, in addition to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often serve as… more
- Truist (Charlotte, NC)
- …a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Customer Service Associate to join the Alternative Investments Middle Office team within Wealth and Investment ... select customer segments through a variety of channels. The Associate will respond to inquiries, resolve problems, and provide...+ Assist the field with questions on the Alternative Investment products through phone, email, and other inquiries +… more
- Wells Fargo (Wilmington, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role, you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such as… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** This role focuses on the advisor experience by supporting sales and developing mutually profitable advisor relationships. Handle inbound calls ... performance data, sales literature, portfolio analytics, etc. while documenting interactions and key advisor data. Here are a few examples of the kinds of things… more
- Wells Fargo (Winston Salem, NC)
- …a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the ... guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty… more
- Sponsors for Educational Opportunity (SEO) (Greensboro, NC)
- Title: Saturday Academy Associate Instructor, ELA Reports To: Senior Manager of Teaching and Learning FLSA: Part-time, Seasonal Location: Guilford County, North ... future Saturday opportunities for Fall and Summer semesters. Position Overview Associate Instructors will join SEO's community of passionate educators to implement… more
- Sponsors for Educational Opportunity (SEO) (Greensboro, NC)
- Title: Saturday Academy Associate Instructor, Math Reports To: Senior Manager of Teaching and Learning FLSA: Part-time, Seasonal Location: Guilford County, North ... future Saturday opportunities for Fall and Summer semesters. Position Overview Associate Instructors will join SEO's community of passionate educators to implement… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, securities litigation… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a Lead Financial Advisory Management Trainee in Wealth and Investment Management as part of the Wells Fargo Advisors' Manager Leadership Program ... team with a focus on driving productivity, recruiting new and experience advisor , expense management and other initiatives + Assist in compliance, regulatory, and… more