- First Horizon Bank (Wilkesboro, NC)
- …the bank's products and services . This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales ... services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty + Referrals: Recognize opportunities to deepen relationships… more
- First Horizon Bank (Gastonia, NC)
- …the bank's products and services . This role emphasizes deepening client relationships through excellent service , personalized advice, and proactive sales ... services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. * Referrals: Recognize opportunities to deepen relationships… more
- Bank of America (Asheville, NC)
- …of clients by providing exceptional client care with industry leading products, services , and education. + Robust marketing support to reach wider audiences ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Prime Therapeutics (Raleigh, NC)
- …penetration and awareness; assist with any necessary follow up with stakeholders or clients + Support client audits and assist with the development of client ... Sr - Remote **Job Description** The Senior Employer Account Manager is responsible for providing complex level support...diploma or GED is required + 5 years of Client Service /Account Management experience Must be eligible… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance… more
- Bank of America (Charlotte, NC)
- …+ Additional collaboration with Liquidity, Investment, CashPro partners is expected in support of TSO-defined client objectives. + TSAs will develop and ... include supporting all activities from sale through implementation and coordinating the Client Management process by focusing on client acquisition and deepening… more
- Bank of America (Holly Springs, NC)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** *… more
- Elevance Health (Hickory, NC)
- …Families Specialty Plan) and its care management partners assign a dedicated care manager to each client , responsible for: comprehensive care management, care ... **Special Program Case Manager II** _We are partnering with North Carolina...coordination, health promotion, transition care, individual and family support , and referral to community services . +… more
- Truist (Charlotte, NC)
- …candidate will also have experience in the following areas - + Containerization, Micro- services , API, CI/CD + Client facing digital application architecture and ... digital banking solutions, with particular focus on secure enablement of external client access and experience. The individual who occupies this role must have… more
- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services , LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ... mission, "to help you make smart financial choices" and support the expected behaviors of the Synergy culture. To...To achieve this goal the employee must provide outstanding service to both internal and external members. In addition,… more