- 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 ... could take you! **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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 ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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 (Davidson, 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 ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… 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
- 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 ... various administrative tasks + Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage ...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- JPMorgan Chase (Charlotte, NC)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- SMBC (Charlotte, NC)
- …to continuous improvement initiatives aimed at enhancing operational efficiency and client service delivery. + Demonstrate strong expertise in conducting ... SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role in… more
- Wells Fargo (North Wilkesboro, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- PNC (Lumberton, NC)
- …valued and have an opportunity to contribute to the company's success. As a Client Experience Associate within PNC's Retail Banking organization, you will be ... in this position. **Preferred Skills** Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service , Identifying… more
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