- Truist (Charlotte, NC)
- …NC; Orlando, FL; Atlanta, GA. Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts as the service support team ... Investment platform (currently WealthScape - future Scivantage). 8. Refer investment opportunities to internal Client Advisory Center when aligns with… more
- Bank of America (Charlotte, NC)
- …managing and providing financial advice to an assigned group of clients, enhancing client care , retention, and deepening + Own management of client ... and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing… more
- CBRE (Raleigh, NC)
- …GWS Segment Role type Full-time Areas of Interest Property Management, Sales & Leasing, Sales/ Brokerage Location(s) Remote - US - Remote - US - United States of ... developing a best in class program for a dedicated Client , including but not limited to centralization of critical...budget. + Ability to tackle sophisticated problems and take care of a variety of options in sophisticated situations.… more