- Lucid Software (Raleigh, NC)
- …Executive, or similar role) + Experience in building personal relationships and expanding existing book of accounts (as an Account Manager , or similar role) + ... close business, prospect, and build personal relationships with existing book of accounts + Provide excellent customer service and...that you work out of our South Jordan, UT office two days per week on Tuesday and Thursday.… more
- Vanguard (Charlotte, NC)
- …offer. Responsibilities Senior Wealth Advisors onboard clients and manage a book of business which can include high-profile, and influential individuals and ... services. They also manage trusts, both as an investment manager and when Vanguard serves as corporate trustee, in...duties. + 7+ years of financial advice, financial planning, book of business management and relationship management. + Experience… more
- Lincoln Financial (Greensboro, NC)
- …Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories, ... supplemental interrogatories etc.). + You will serve as a project manager for investment accounting and reporting related team projects. + You will provide ad hoc… more
- PNC (Charlotte, NC)
- …This position is primarily based in Charlotte, NC. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be ... performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative...management activities with new and/or existing clients in a book of business to grow sales, revenue and market… more
- Zurich NA (Raleigh, NC)
- …AVP, Underwriting Officer or VP Senior Underwriting officer level. The hiring manager will determine the appropriate level based upon the selected applicant's ... and renewal Surety business + Managing of a large book of prominent accounts + Internal marketing and production...Claims or Underwriting Support area. + Knowledge of Microsoft Office + Experience working on time restraints for quotes… more
- TD Bank (Charlotte, NC)
- …professional maturity and awareness for how to appropriately prioritize an overflowing book of work against aggressive timelines, and have sound judgment for how ... advanced proficiency in desktop tools including, but not limited to, Microsoft Office Suite. Responsibilities will include the following: + Serve as Compliance lead… more
- Bank of America (Charlotte, NC)
- …your hiring manager will provide you with information on the in- office expectations associated with your role. These expectations are subject to change at ... we serve. Bank of America is committed to an in- office culture with specific requirements for office -based...you may work with other team members on the book of work, operational concerns, or risk items. You… more
- EMCOR Group (Salisbury, NC)
- …interaction. Other duties may be required as assigned by the Branch Manager . **Essential Duties / Responsibilities:** Include the following. Other duties may be ... filing and scheduling appointments. + Create and maintain various office records such as work tickets and accrual work...such as the branch checkbook log, the petty cash book log, Company credit card receipts and inspection reports… more
- Bank of America (Charlotte, NC)
- …your hiring manager will provide you with information on the in- office expectations associated with your role. These expectations are subject to change at ... we serve. Bank of America is committed to an in- office culture with specific requirements for office -based...business outcomes **Critical Success Measures** + Deliver against the book of work for Enterprise Liquidity Risk Management +… more
- Bank of America (Charlotte, NC)
- …your hiring manager will provide you with information on the in- office expectations associated with your role. These expectations are subject to change at ... requirement + Solid working experience in a related field (Market Risk, Middle Office ) + Expertise in Statistical Programming Software such as R, and experience in… more