- Vanguard (Charlotte, NC)
- …effectively. What it Takes + Minimum of three years' experience in Financial Services ; client service experience preferred. + Undergraduate degree or equivalent ... and share insights with Relationship Managers. + Deliver high-quality, efficient service while anticipating client needs and offering proactive solutions. +… 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)
- …with various areas within the company to successfully implement products and services for customers. Acts as the primary internal contact. Coordinates activities ... with various departments to ensure that customer's products and services are successfully implemented in a timely, accurate and efficient manner. Resolves issues… more
- Truist (Greensboro, NC)
- …of retail solutions including banking, mortgage, planning, investments, and insurance services . Leverage the Truist referral network to generate client acquisition ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should… more
- Manulife (NC)
- …story into their messaging and integrating relevant JHI products and services to provide competitive advantage. + Provide industry insights, competitive ... competitor advantage and disadvantage as it relates to JHI products and services . + Fluency in JHI value proposition, competitive advantages, and market… more
- US Bank (Charlotte, NC)
- …a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for ... their respective areas of expertise. As a US Bank representative in the community the PWA also acts as...Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five… 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