- 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
- Bank of America (Charlotte, NC)
- Registered Private Wealth Client Associate Tampa, Florida;Atlanta, Georgia; Miami, Florida; Miami, Florida; Charlotte, North Carolina; Palm Beach Gardens, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Tampa/ Registered -Private-Wealth- Client - Associate \_26000501) **Job Description:** Merrill Wealth… more
- 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
- 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 (Pinehurst, 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
- Wells Fargo (Greenville, NC)
- …position at 17 hours per week. **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… 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
- Novant Health (Salisbury, NC)
- …wellness, or health coaching experience strongly preferred. The Employer Solutions Registered Nurse is responsible for providing occupational health and corporate ... health nursing services to the corporate client employee population. This team member facilitates the identification,...High School Diploma or GED, required. 2 Year / Associate Degree, required. 4 Year / Bachelors Degree, preferred.… more