- Aaron's Inc (Charlotte, NC)
- …agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor , you will build relationships with our customers ... also eligible for incentive pay based on performance. Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Equitable (Charlotte, NC)
- …Utilize Salesforce to manage sales pipeline and service requests, ensure all relevant customer and advisor activities are clearly documented. + Partner with the ... Group Insurance Advisor Sales and Service Coordinator ( 240000B8 )...questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, general account management support **Drive… more
- Forrester (Charlotte, NC)
- …customer -obsessed strategies that will drive client growth in the "age of the customer ." As a trusted advisor across business and technology C-suite leaders, ... accounts . + Works with clients as a trusted advisor to solve problems and challenge their thinking to...Fortune 1000 companies. + A proven history of strategic account planning and management and growing key accounts… more
- SHI (Charlotte, NC)
- **Job Summary** The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, ... composed of Fortune 1000 businesses. As a Client Advisor , you will primarily focus on driving conversations with...Innovative Solutions and World Class Support to their Target Customer List. This position is a remote position with… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …identify investment opportunities and solutions for clients. * Opens, transfers, and closes customer accounts . * Maintains appropriate account records while ... learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next… more
- PNC (Charlotte, NC)
- …the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. This ... Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- PNC (Charlotte, NC)
- …opportunity to contribute to the company's success. As a Credit Risk Review Advisor within PNC's Credit Risk Review organization, this position is primarily based in ... Risk Committee of the Board of Directors. As CRR Advisor you will join a highly skilled team providing...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- Aaron's Inc (Monroe, NC)
- …a great career journey. Here's one possible path with us: **Sales Associate** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... find just what they need. You'll also work with customer files and contracts. At times, you'll help clean,...find what they need + Handle clerical duties like customer files and contracts + Maintain a positive sales… more
- TD Bank (Charlotte, NC)
- …to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay ... for this role. **Line of Business:** Data & Analytics **Job Description:** The Senior Advisor , Business Insights acts as a top advisor to business leaders and… more
- The Hartford (Charlotte, NC)
- …help others accomplish theirs, too. Join our team as we help shape the future. Customer Service (Priority Account ~ 40%): Manages more complex PA Book of ... Client Advisor Priority Business - SA08DE We're determined to...issues and renewal coordination for their cases. Together with Account Executive, develops pro-active account activities, identifies… more
- PNC (Charlotte, NC)
- …to contribute to the company's success. As a Bus Exp Plan & Admin Advisor Sr within PNC's Treasury Management Public Finance organization, you will be based in ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- Bank of America (Rock Hill, SC)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... Financial Solutions Advisor - Consumer Investments - Manchester Village Financial Center Rock Hill, South Carolina **Job Description:** At Bank of America, we are… more
- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.… more
- HUB International (Charlotte, NC)
- …commercial insurance business + Maximizing growth and client retention through superior customer service + Developing accounts and cross selling available ... offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and… more
- Philips (Charlotte, NC)
- …strategy to develop a Philips objective for the account and supporting account strategies. **Your role:** + Research accounts in your territory and its ... The Account Manager owns the Enterprise Informatics Portfolio in...business opportunities within your territory + Become the Trusted Advisor of your key accounts by providing… more
- Envista Holdings Corporation (Charlotte, NC)
- …into new/competitive accounts . + Ability to effectively manage assigned accounts in terms of driving utilization, customer relationship management, problem ... are a major dental manufacturing company in the orthodontic industry. The ideal ** Account Executive** is personable, a self-starter, has a strong work ethic, and is… more
- The Hartford (Charlotte, NC)
- …Sales Rep and territory underwriter, drives results and outcomes on individual accounts as needed. Successfully achieves final account pricing and relationship. ... AMP Account Manager - US08CE We're determined to make...service these additional lines of business on small commercial accounts . We also provide access to Maxum Insurance (subsidiary)… more
- Forrester (Charlotte, NC)
- …by our clients and each other. Our success is driven by curiosity, courage and customer obsession. The confidence and drive to be bold at work. Join us and build ... organization, you'll build long-term relationships with existing high-tech client accounts , deepen client engagement, and identify and pursue growth opportunities.… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …and performance tracking. * Servicing of alternative investments and foreign accounts , including setup and maintenance. * May participate in live meetings ... with the Financial Advisor and their respective client(s). * Manages budgeting and...team's performance. * Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Alight (Charlotte, NC)
- …Leading a team of Advisors providing support to members in a managed account program. Additionally, the team offers assistance with Financial Planning and financial ... education counseling. . Daily management of Investment Advisor Representatives. . Developing supervisory protocols and ensuring adherence to regulatory standards for… more