- Daymon Worldwide Inc (Matthews, NC)
- …Category Analyst, Own Brands will have the unique opportunity of serving as the strategic support for the Client Team Leaders. This role will assist the team by ... brainstorming, tracking, and quantifying performance data for all client strategies. Be aligned to the Client ...but does not currently promote as an added value service and integrate into Executive Review Materials. The Company… more
- PNC (Raleigh, NC)
- …existing relationships with clients. You will also work directly with knowledgeable client services teams and partners to support the growth of a book of ... on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness offers a comprehensive suite of… more
- Monro Muffler/Brake (Gastonia, NC)
- …communications between clients and Store operations on requests, concerns, safety awareness, order/ service fulfillment, etc. + Manage and execute client account ... family of brands is one of the leading automotive service and tire dealers in the United States. We... client projects + Perform fleet inspections at client sites and make recommendations for services … more
- Bank of America (Charlotte, NC)
- …usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests ... self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key… more
- ARAMARK (Cullowhee, NC)
- …needs. Depending on the client , services can include food service , facility support , custodial services , retail, lodging, transportation, and more. ... you will plan, manage, and guide multiple contracted services for a client normally generating $2-15M+...service to our clients. With knowledge of the client ?s business, positive relationship building skills, financial savvy, and… more
- Bank of America (Charlotte, 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
- Raymond James Financial, Inc. (Charlotte, 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 (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
- City National Bank (Charlotte, NC)
- …loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager or Credit ... and supported; and the data and analytics used to support the decision are accurate and calculated correctly. *...past dues based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… 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