- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Bank of America (Charlotte, NC)
- Registered Wealth Management Client Associate Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Registered -Wealth-Management- Client - Associate \_25031625) **Job Description:** Merrill Wealth… 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 ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Raymond James Financial, Inc. (Fort Mill, SC)
- …Duties and Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes, ... and branch office + Onboards new clients, opens new client accounts and researches client and security...or concerns + Provide a high level of customer service in a calm and professional manner + Analyze… more
- Vanguard (Charlotte, NC)
- …experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative. At Vanguard, we believe in supporting our ... supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: +...to continuously build your financial knowledge. + High school, associate degree, or bachelor's degree. + This job requires… more
- Veterans Affairs, Veterans Health Administration (Charlotte, NC)
- Summary The Urgent Care Registered Nurse is responsible and accountable for all elements of the nursing process when providing care. They assess the patient by ... patients that require more immediate care. Responsibilities The Urgent Care (UC) Registered Nurse is responsible and accountable for all elements of the nursing… more
- Compass Group, North America (Chester, SC)
- …constantly seeking a better way to conduct business. **Key Responsibilities:** The Associate Director assists to ensure client , customer satisfaction and ... The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members.… more
- PNC (Charlotte, NC)
- …and have an opportunity to contribute to the company's success. As an Audit Associate Sr, you will be within PNC's Internal Audit organization, supporting the Issues ... and services while developing and maintaining productive, consultative, and collaborative client and team relationships. + Demonstrates a commitment to professional… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... and verbal) + Ability to multi-task and remain productive in a dynamic, service -driven and results oriented environment + Ability to script tasks and automate… more
- Compass Group, North America (Charlotte, NC)
- …preferred. Rotating weekends. More details upon interview. + **Requirements:** Prior customer service and patient service experience is preferred. + **Perks:** ... truly transforms the healthcare dining experience. Morrison has more than 1,600 registered dietitians, 1,200 executive chefs, and 31,000 professional food service… more