- First Horizon Bank (Raleigh, NC)
- …in: Fort Lauderdale, FL; Knoxville, TN; Raleigh, NC; Winston Salem, NC **Summary** The Wealth Management Client Specialist will be actively involved ... relationship building, referral source management , technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction… more
- Truist (Charlotte, NC)
- …education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPA * 5 or more years of sales and client management experience in the Wealth… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing ... operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and… more
- Deloitte (Raleigh, NC)
- Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces ... ends on 12/19/2025. Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain… more
- First Horizon Bank (Winston Salem, NC)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes… more
- Truist (Raleigh, NC)
- …etc.) and outside vendors to render an extraordinarily high level of asset management service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES ... Specialist , trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. Demonstrate strong… more
- Deloitte (Charlotte, NC)
- …and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing ... specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing advice regarding… more
- Wells Fargo (Charlotte, NC)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... Services within the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about...clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management … more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... any matters that require additional attention and consideration from engagement management . Independently and collaboratively lead client engagement workstreams… more
- Wells Fargo (Charlotte, NC)
- …Securities Operations Specialist as part of the Trade Settlement team within Wealth and Investment Management (WIM) Operations. This team is responsible for ... for the Wells Fargo retail brokerage and trust lines of business. The Specialist will help support multi-channel branch office associates and client 's… more