- S&P Global (Raleigh, NC)
- …with their engagements with current and prospective clients. **The Impact:** The Private Equity Outreach Specialist will primarily work alongside the Market ... Excellent skills on Microsoft Word, Excel, PowerPoint **Preferred Qualifications:** Experience working with Private Markets participants. In-depth understanding… more
- Huntington National Bank (Raleigh, NC)
- Description Locations include: Greenville, SC, Raleigh, NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day ... activities and interaction between the client and Huntington Bank in terms of establishment of...deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed… more
- JPMorgan Chase (Charlotte, NC)
- …talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you ... your career to the next level. As an Investment Specialist in the US Private Bank, you...days of start date + Seven plus years of experience in Private Banking or Financial Services… more
- First Horizon Bank (Greensboro, NC)
- …for Business Bankers and Commercial Bankers who are exploring a new path within the Private Client space.** **Summary** As a Private Bankers (PB), you are ... + Team and peer group role model for other Private Client Relationship Managers + Continuously act...licenses. + 5 or more years of sales and client management experience in Wealth Management and… more
- EFI Global (Raleigh, NC)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... _Are you a strategic communicator with a passion for client success and risk mitigation?_ _EFI Global is seeking...Bachelor's degree from an accredited college or university preferred. ** Experience ** Four (4) years of related work experience… more
- First Horizon Bank (Raleigh, NC)
- …prepared documents **Requirements** + High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service ... deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines… more
- First Horizon Bank (Charlotte, NC)
- …to maintain the office and document processing. Provide assistance to the Private Banking Relationship Managers. **Responsibilities** + Provide Support to Private ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client...diploma or GED and 6 or more years of experience or equivalent combination of education and experience… more
- First Horizon Bank (Winston Salem, NC)
- …such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes ... bank services + Authorize payment and fees of commercial client overdrafts + Approve and processes business client...High school diploma or GED + 2-4 years of experience performing similar duties or equivalent combination of education… more
- Insight Global (Raleigh, NC)
- Job Description The Document Processing Specialist role produces documents that are compliant, error-free, and formatted based on the styles and templates ... requirements determined by the project scope and in accordance with Client 's standard operating procedures (SOPs). Inherent to the Document Processing Specialist … more
- Regions Bank (Charlotte, NC)
- …system. **Job Description:** At Regions, the Credit Products Specialized Industries Product Specialist is a client -facing role, partnering directly with coverage ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more