- JPMorgan Chase (Charlotte, NC)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- Truist (Charlotte, NC)
- …FL 5130 Parkway Plaza Blvd, Charlotte, NC 303 Peachtree Street, Atlanta, GA Associate is tasked with providing sales and operational support to Omni Channel, ... including Investment Care Center and Client Advisory Center. Responsible for the general servicing and...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL… more
- Bank of America (Huntersville, NC)
- Wealth Management Client Associate Huntersville, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- 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 about ... for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Responsible… more
- UNUM (Charlotte, NC)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training...retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their… more
- Vanguard (Charlotte, NC)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... our investors, join our team of "crew" as a Client Service Excellence Representative. Why Vanguard: At...to continuously build your business acumen + High school, associate degree, or bachelor's degree How you will make… more
- Banfield Pet Hospital (Monroe, NC)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the… more
- The Cigna Group (Charlotte, NC)
- …options for dual systems, platforms, funding types. + Provide support for designated Client Service Operations Lead team on all issues and initiatives related ... as assigned by the manager. Accountable to proactively manage, respond and address client and broker inquiries through service plans to facilitate results… more
- Synchrony (Charlotte, NC)
- Job Description: **Role Summary/Purpose:** Provide leadership and direction across the Client Settlement Team in the US and Asia, and provide critical thinking and ... in day to day management of the processes, lead new business/ client /product/system integrations, included those related to acquired businesses, and to continually… more
- Compass Group, North America (Charlotte, NC)
- …office coffee, vending, market, and pantry programs from coast-to-coast. Job Summary The Client Services Manager has direct customer service contact with our ... Canteen One Position Title: CLIENT SERVICES MANAGER - CHARLOTTE, NC (HYBRID) Pay...Canteen, the largest and most experienced food and retail service company in the United States. We help our… more
- Bank of America (Charlotte, NC)
- Client Reporting Analyst III-Pre-Paid Card Charlotte, North Carolina;Belfast, Maine; Jacksonville, Florida; Phoenix, Arizona; Plano, Texas; Fort Worth, Texas; ... power to make a difference. Join us! **Job Summary** Client Reporting Analyst III within the Prepaid Card Data...in this role will be required to understand customer, associate , product, and transaction data to create ETL, architect… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Account Operations **Requisition Number:** 111506 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... we are, join our team. KPMG is currently seeking a Senior Associate , Account Operations to join our Market Development organization. Responsibilities: + Communicate… more
- TEKsystems (Charlotte, NC)
- …of function policies procedures and compliance requirements. Provide information to client personnel in Customer Service . Required Qualifications: 2 years ... moderately complex initiatives and identify opportunity for process improvements within Customer Service . Review and analyze basic or tactical Customer Service … more
- Grant Thornton LLP (Charlotte, NC)
- …business-aligned people agenda. The HRBP AD is responsible for providing distinctive client service to firm colleagues and business leaders within their ... Grant Thornton is seeking a HRBP Associate Director to join the team in Charlotte,...executing of people related programs and initiatives, using a client service mindset. + Provide HR Business… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Research and Development Tax Credits (AMCS) **Requisition Number:** 110852 - 51 **Function:** Tax Services **Area of ... a firm KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit Services… more
- Grant Thornton LLP (Charlotte, NC)
- …on return preparation and tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day one, ... As the Partnership Tax Senior Associate , you'll perform compliance services for complex tax...of Sub-chapter K partnership taxation, is required + Exceptional client service and communication skills with a… more
- KPMG (Charlotte, NC)
- …Tax (SALT) (https://tax.kpmg.us/services/state-local-tax.html) practice. Responsibilities: + Provide excellent client facing service to multi-national companies ... **Business Title:** Senior Associate , Indirect Tax Technology **Requisition Number:** 108769 -...with identification and documentation efforts as it relates to client business requirements for implementing VAT/sales and use tax… more
- KPMG (Charlotte, NC)
- **Business Title:** Associate Director, Sales Execution (Capital Markets & Asset Management) **Requisition Number:** 111296 - 51 **Function:** Advisory **Area of ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… more
- Morgan Stanley (Charlotte, NC)
- …Wealth Advisors with developing financial plans and investment strategies based on client goals. The Portfolio Management Associate creates a consistent and ... *POSITION SUMMARY* The Portfolio Management (PM) Associate is an integral member of a Wealth...and overall economic outlook in order to provide both client and portfolio management support to the team. *DUTIES… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Asset Management **Requisition Number:** 109022 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC **City:** ... as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. Responsibilities:… more