- First Horizon Bank (Raleigh, NC)
- …in: Fort Lauderdale, FL; Knoxville, TN; Raleigh, NC; Winston Salem, NC **Summary** The Wealth Management Client Specialist will be actively involved ... relationship building, referral source management , technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction… more
- First Horizon Bank (Hickory, NC)
- **Description** **Location: Onsite at the location listed.** **Summary:** The Wealth and Trust Services Client Specialist provides sales and administrative ... relieving them of clerical, administrative and business detail. The Wealth and Trust Services Client Specialist... experience and teamwork and all aspects of the client relationship from onboarding to day-to-day account management… more
- Bank of America (Charlotte, NC)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Private Wealth Investment Management Specialist ...Verification and Valuation + Trade Monitoring + Trading + Client Investments Management + Client … more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... practices, governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration,… more
- Truist (Charlotte, NC)
- …education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...CPA * 5 or more years of sales and client management experience in the Wealth… more
- Deloitte (Raleigh, NC)
- Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital practice is at the forefront of transforming the nature of work. As converging forces ... ends on 11/28/2025. Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** On site in Charlotte, NC **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and… more
- First Horizon Bank (Raleigh, NC)
- …+ High school diploma or GED and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in the banking industry ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more
- Huntington National Bank (Raleigh, NC)
- …the relationship, including but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and ... NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and...mortgages. + Works directly with the client and/or Wealth Advisor to obtain related… more
- Deloitte (Charlotte, NC)
- …and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing ... specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing advice regarding… more