- 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Wells Fargo (Charlotte, NC)
- … Client Assistant - RCAST & Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells ... tickets, and completing various administrative tasks + Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage Client Support… more
- Edward Jones (Charlotte, NC)
- …are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $29.08 **Hiring Maximum:** $30.90 ... ** Client advocate. Skilled communicator. Problem solver. Does that...close early due to the volume of applicants. Our Registered Branch Associates are an essential part of the… 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...note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is… more
- Nuveen Investments (Charlotte, NC)
- …coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing ... career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial… more
- Nuveen Investments (Charlotte, NC)
- …forms and reviewing forms for accuracy. + Performs registered and non- registered activities related to identifying client needs and identifying potential ... **Wealth Client Relationship Manager** The Wealth Client ...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more
- City National Bank (Charlotte, NC)
- *RESIDENTIAL LENDING LOAN OFFICER ASSOCIATE * WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and ... Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be… more
- Ross Stores, Inc. (Rock Hill, SC)
- …learning opportunities and development for our teams\. **GENERAL PURPOSE:** The Associate Analyst, Inventory Control & Quality Assurance Shortage Control position is ... metrics pertaining to shrink and shortage for the supply chain network\. The Associate Analyst will research and provide data analysis to support preventing shrink\.… more
- Vanguard (Charlotte, NC)
- …a 50-mile radius of our Charlotte, NC (28217) location. At Vanguard, we have a client -first mentality that we realize every day through our mission, "to take a stand ... account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Associate Brokerage Support Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... equivalents) sufficient to qualify for immediate FINRA registration + Brokerage client support experience + Administrative support experience in financial services +… more