- US Bank (Charlotte, NC)
- …skills and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via ... the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking… more
- Elevance Health (Charlotte, NC)
- …role enables associates to primarily operate in the field, traveling to client sites or designated locations as their role requires, with occasional office ... for meetings or training. This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement. **Position Overview:** Responsible for… more
- Robert Half (Charlotte, NC)
- JOB REQUISITION Charlotte Technology Audit Senior Consultant (Financial Services) LOCATION CHARLOTTE ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... You: Protiviti is looking for a Technology Audit & Advisory Senior Consultant to join our growing Financial Services team. Protiviti's Financial Services practice… more
- Deloitte (Charlotte, NC)
- …advisor relationship . + Delivery: Manage and deliver components of client engagements that identify, design, and implement creative business solutions for large ... client business requirements. + Lead-to-Cash and Record-to-Report: Minimum 2 years of experience designing or optimizing lead-to-cash and record-to-report… more
- Wells Fargo (Charlotte, NC)
- … Consultant (Business Growth Strategy Consultant ) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In ... on advanced retirement cases to achieve stated sales goals. Specifically, the consultant will be handling calls on complex Retirement and Annuities cases.… more
- TIAA (Charlotte, NC)
- …- 2 + years of financial services experience Related Skills Client Financial Planning, Client Relationship Management, Consultative Communication, ... The Individual Financial Consultant (IFC) provides retirement education and advice to...asset growth, applicable plan advice, referrals, voice of the client surveys and other goals ensuring a good … more
- Truist (Charlotte, NC)
- …sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 2 . Fosters relationships with bankers and product ... to address. 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client ...an equivalent combination of education and related work experience 2 . 5+ years of sales experience of financial or… more
- Truist (Charlotte, NC)
- …sales opportunities to achieve/exceed revenue and portfolio growth objectives for assigned client portfolio. 2 . Fosters relationships with bankers and product ... capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client ...an equivalent combination of education and related work experience 2 . 5 years of sales experience of financial or… more
- Truist (Mooresville, NC)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist… more
- Principal Financial Group (Charlotte, NC)
- …responding to clients and consultants routine ad-hoc performance inquires and/or RFP/ consultant questionnaires. + Support various investment team's GIPS claim of ... complex performance investment performance data anomalies, system issues and/or client inquires. Prepare investment performance reports and maintain controls in… more
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