- 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 ... may not be permitted for certain roles, including, for example, certain FINRA- registered roles for which in-office attendance for the entire workweek is required.… 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 ... may not be permitted for certain roles, including, for example, certain FINRA- registered roles for which in-office attendance for the entire workweek is required.… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Truist (Winston Salem, 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
- Edward Jones (Wilson, NC)
- …are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role. **Hiring Minimum:** $27.63 **Hiring Maximum:** $29.35 ... ** 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
- Vanguard (Charlotte, NC)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving… more
- Veterans Affairs, Veterans Health Administration (Durham, NC)
- …Durham VA Healthcare System is seeking (1) highly skilled/experienced Registered Nurse to serve within Hematology/Oncology Services. Demonstrates leadership, ... is located at the Durham VAMC Main Campus. The Registered Nurse working in this position will be entering...leadership, experience, & creative approaches to management of complex client care. Duties include but not are not limited… more
