- Vanguard (Charlotte, NC)
- …and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. + ... + Document client and team feedback to support continuous service improvement with the business. + Build expertise in...combination of training and experience. + Active SIE and FINRA Series 7 license, and either the Series 66… more
- Vanguard (Charlotte, NC)
- …to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting our "crew" ... when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond...like onboarding new clients to supporting them through their retirement . + Maintain strong performance metrics. + Increase functional… more
- US Bank (Charlotte, NC)
- …work experience - Five or more years of clerical and/or customer service experience Preferred Skills/Experience - Extensive knowledge of the organization, products, ... Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five...positions may also be subject to the requirements of FINRA , NMLS registration, Reg Z, Reg G, OFAC, the… more
- Truist (Greensboro, NC)
- …manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services ... clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding. 2. Establish and periodically update understanding… more
- Truist (Charlotte, NC)
- …and approval of all wires, checks, ACH and internal journals for retirement and non- retirement accounts. Review documentation (eg transactional forms, legal ... processing. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more