- Wells Fargo (Charlotte, NC)
- …Investment Management, or WIM, is one of the United States' leading providers of financial and investment services . WIM provides a full range of personalized ... Client Relationship Group: Oversees initiatives and support for financial advisor and team-led client coverage, including...Other lines of business include - WIM Advisory & Client Experience, The Private Bank,WIM Shared Service … more
- Truist (Charlotte, NC)
- …Markets and Banking solutions or other advisory services that align with client 's strategic and financial objectives based on banker's knowledge of sector ... and capabilities to portfolio companies is key. Additional responsibilities on internal client management duties as specified by manager and team. **Essential… more
- Banfield Pet Hospital (Wilmington, NC)
- …retention. + Create a say yes culture by driving access to care and superior client service resulting in meeting or exceeding client experience scorecard ... aligning with our six domains of quality (safe, effective, patient/ client centered, timely, efficient and equitable care.) The Area...The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery… more
- Vanguard (Charlotte, NC)
- …+ Experience applying trust and estate planning knowledge to help preserve client 's wealth + In-depth knowledge of financial planning, investment strategies, ... Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors… more
- Truist (Charlotte, NC)
- … management education 2. Experience in banking, insurance, financial services , and/or investments across multiple client segments including consumer, small ... the essential functions. 1. A minimum of seven+ years in a combination of professional services and financial services industry 2. Five+ years of product… more
- Bank of America (Charlotte, NC)
- …implementation **Job Qualifications:** + 2+ years of B2B sales and/or client service experience in a financial services environment; preferred candidates ... are guided by a common purpose to help make financial lives better through the power of every connection....training + Complete industry research on clients and prospects; client opportunity analysis + Ensure escalated service … more
- Cushman & Wakefield (Charlotte, NC)
- …& Wakefield. Collaborating closely with account management, they ensure exceptional client service delivery and the successful implementation of corporate ... Finance Lead **Job Description Summary** Job Description Summary The Senior Finance Manager oversees the finance and accounting operations for a critical Global… more
- Bank of America (Greensboro, NC)
- …multiple product areas or functions **Job Requirements:** + 2+ years of financial services experience + Excellent verbal and written communications skills ... are guided by a common purpose to help make financial lives better through the power of every connection....Business Job Description:** Anti Money Laundering (AML) Know Your Customer/ Client Due Diligence (KYC/CDD) is part of the Global… 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, ... investment in travel through increased cost savings, outstanding customer service and greater spend control. Amex GBT provides a...We're growing faster than ever and introducing new solutions, services , and strategies to bring greater value to our… more
- PNC (Winston Salem, NC)
- …Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Engineering, Financial Services Industry, Internal Sales ... a specific capital markets product, strategy or industry. Manages and develops client relationships. Provides superior client experience. + Works closely with… more