- Evolent (Raleigh, NC)
- …and customer goals. + Pulling and analyzing data from internal systems to support client needs, identify trends, monitor performance, and drive operational ... will be working directly with one of Evolent's largest client . The Account Manager will have a...25% travel + Recognize when action is required to support a client without being prompted +… more
- Deloitte (Charlotte, NC)
- …and technology solutions for large cross industry clients. They focus primarily on client service delivery but also drive sales activities and thought leadership ... technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends 10/15/2025 Work You'll Do +… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …clients of the company by combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager . Fosters and assists in the development ... to mitigate risk to the business. * Provides escalated support and guidance in dealing with client ...services and products offered. * Establishes and manages client brokerage accounts while maintaining complete client … more
- PNC (Charlotte, NC)
- …at manager 's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the ... a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables. + Held… more
- Bank of America (Pineville, NC)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... and feedback to referral partners based on knowledge of client needs and potential product services recommended...at least one year experience working in the financial service industry and/or a sales environment where goals were… more
- Bank of America (Charlotte, NC)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a...+ A working knowledge of small business products and services . + Bilingual skills. **Skills:** + Client … more
- Bank of America (Charlotte, NC)
- …and has a desire to interact with clients proactively + Has an ability to assess client needs and recommend products or services + Has an ability to learn all ... guidance and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives, and home… more
- PNC (Greensboro, NC)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. As a Financial Wellness Consultant, you will work within the PNC ... decision-makers, or dedicated benefits managers to design a custom program for a client 's organization and provide employees of commercial clients with advice and … more
- CDM Smith (Manteo, NC)
- …delivery organization. * Oversees groups operations including staffing, quality, profitability, sales support and client service . * Monitors business ... international regulatory laws for reporting, addressing any non-compliance. * Collaborates with Client Service Units, oversees, directs, and ensures a balanced… 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