- RxBenefits (Charlotte, NC)
- The Associate Counsel, Regulatory provides substantive support to the Legal Department, working primarily with the Regulatory team to monitor and advise on ... with federal, state, and local agencies. + Respond to regulatory agency inquiries + Providing legal support on various...skills. + Demonstrated dedication to a high level of client service, sound business and legal judgment… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively... role to anticipate and proactively seek resolutions to client and business -related issues + Demonstrate seasoned… more
- WTW (Raleigh, NC)
- …clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, ... **Description** The Associate Client Advocate (ACA) client...needs. The ACA has a strong connection to the client 's business with a fundamental understanding of… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial… more
- Vanguard (Charlotte, NC)
- …the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" personally ... supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner...+ This job requires a Series 7 and 63 regulatory license and/or registration (eg FINRA, state, SFC). These… more
- Truist (Winston Salem, NC)
- …of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of ... client servicing when the Financial Advisor is unavailable. ESSENTIAL...from systems navigation to document fulfillment. 8. Ensure new business paperwork is accurately successfully submitted. This includes preparing… more
- Vanguard (Charlotte, NC)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...team feedback to support continuous service improvement with the business . + Build expertise in Vanguard products, services, and… more
- MUFG (Charlotte, NC)
- …Bankers is expanding nationally and seeking to hire a talented M&A Sell-side Associate to join our Industrials & Business Services Team. **Responsibilitie** ... highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm,… more
- Parexel (Raleigh, NC)
- …processing for studies including medical review of serious adverse events. * Support regulatory safety reporting activities * Ensure client needs and concerns ... with line manager and Project Leader in case of client dissatisfaction Business Development Support * Support...various documents which might be audited by clients and regulatory agencies More generally in any client … more
- Wells Fargo (Charlotte, NC)
- …to help identify client retention issues as well as potential new business opportunities across product lines + Develop solid product knowledge and basic ... It all begins with you. **About this role:** Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and… more