- Truist (Charlotte, NC)
- …general servicing and support of the Financial Advisors within our Centralized Group. This includes administrative and operational support, business development ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Truist (Charlotte, NC)
- …Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which acts ... support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to… more
- HUB International (Charlotte, NC)
- …DUTIES AND RESPONSIBILITIES:** + Leads all aspects of local and/or regional large account client service , marketing, and renewal of the assigned book of business ... Executive (AE) will provide professional, courteous account management and brokerage services to assigned clients and will have the...assigned + Assists in the development and execution of client service agreements + Key driver for… more