- Vanguard (Charlotte, NC)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... fairly, and to give them the best chance for investment success." In this role, you will connect with...supported when they call in to Vanguard. As a Client Service Excellence Representative , you… more
- CBRE (Charlotte, NC)
- …you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic ... Investment Sales Sr. Analyst Job ID 208574 Posted 06-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Investment Banking… more
- CBRE (Raleigh, NC)
- Client Services Coordinator - Marketing Job...part of the global leader in commercial real estate services and investment that helps businesses and ... ID 231478 Posted 31-Jul-2025 Service line Advisory Segment Role type Full-time Areas of...States of America **About The Role:** As a CBRE Client Services Coordinator, you will provide advanced… more
- First Horizon Bank (Greensboro, NC)
- …work with various specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning, ... investment , trust and fiduciary services , and insurance services ) in a manner that promotes client retention and prospect referrals. This includes… more
- Owens Realty Services (Raleigh, NC)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... and rewarding place to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations. We consider the… more
- Owens Realty Services (Raleigh, NC)
- …Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment , management, maintenance, housekeeping and environmental ... and rewarding place to work. We have a reputation for outstanding customer service , professionalism, teamwork, and exceeding client expectations. We consider the… more
- Navy Federal Credit Union (Matthews, NC)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/ investment products...business based on member needs and complexity + Provide investment industry expertise to client investment… more
- Truist (Greensboro, NC)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Truist (Charlotte, NC)
- …education and related training. 2. 7 years of experience in the financial services industry or large sales/ service corporation leading corporate function. 3. 3+ ... 3. Instructional design experience. 4. Sound working knowledge of holistic banking/ investment platforms, products, services , operations, finance and systems.… more
- ASM Research, An Accenture Federal Services Company (Raleigh, NC)
- …the examination of costs, benefits, and risks associated with the proposed investment or project. + Recommends alternatives for solutions and highlights strategic ... + Serves as liaison with clients, participating in meetings to ensure client needs are met. + Architects, designs, implements, supports, and evaluates secure,… more