- Fidelity TalentSource LLC (Charlotte, NC)
- …Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Charlotte Metro area! While you will ... a broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- Fidelity TalentSource LLC (Charlotte, NC)
- …enthusiasm with a natural passion for helping peopleFlexibility and self-motivationExperience in customer service (phone or in-person) and an ability to thrive ... Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career...training you need to develop the skills needed to service customers and study for your FINRA licensing exams!… more
- TEKsystems (Charlotte, NC)
- …low to moderately complex initiatives and identify opportunity for process improvements within Customer Service . Review and analyze basic or tactical Customer ... and compliance requirements. Provide information to client personnel in Customer Service . Required Qualifications: 2 years of...days remote after training is complete Top Skills: - Series 7 required - MUST BE ACTIVE or within… more
- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We're looking for a **Wealth Service Associate ** to join our Principal Asset Management team! This role works collaboratively with our ... do: + Interact with financial advisors and provide excellent customer service by answering product related questions...+ FINRA licensing required including SIE or equivalent and Series 7 & Series 66 required within… more
- Equitable (Charlotte, NC)
- …+ College degree highly preferred + A strong commitment to our customers. Prior customer service experience with superior customer service skills. ... Premier Operations Associate - Annuities Team ( 24000083 ) **Primary Location**...external wholesaler team in a specified division and IR service team to help handle service and… more
- Insight Global (Charlotte, NC)
- …Broad-based knowledge and understanding of general financial planning concepts Proven customer service , client support and problem-resolution skills null We ... Insight Global is looking for a High Net Worth Associate . We are looking for a Customer ...calls, responding to their inquiries, and providing product and service level guidance Assist with transaction/problem resolution for high-net-worth… more
- Truist (Charlotte, NC)
- …1. Effective interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective ... year of experience in a sales support role **Preferred Qualifications:** 1. Series 6 and State Insurance Licenses 2. Understanding of sales concepts, illustrations,… more
- Vanguard (Charlotte, NC)
- …are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team of ... Client Service Excellence Representative Work Model: This role will...with the tools to take the SIE and FINRA Series 7 and 63 + Performance-based incentives, paid in… more
- TIAA (Charlotte, NC)
- …blueprint, although there are skills and qualities we look for: * Strong customer service mindset * Professionalism - reliable, possessing high quality ... including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the...in a scheduled work environment * Banking, Call Center, Customer Service or Sales experience is helpful… more
- Wells Fargo (Charlotte, NC)
- …Qualifications:** + 3+ years of Kubernetes, Prometheus, Open Telemetry, Time Series Metrics, Capacity, Big Data, Machine Learning, or Synthetics monitoring tools ... experience + Kubernetes Cloud Native Associate (KCNA) or Certified Kubernetes Application Developer (CKAD) certifications + Excellent verbal, written, and… more
- Ferguson Enterprises, LLC. (Charlotte, NC)
- …phone system effectively + Works together with Sales associates to provide outstanding customer service for both existing and prospective customers **What you ... need to succeed?** + 0-3 years sales and/or customer service experience preferred + HVAC experience...+ Structured and robust 8-week training program through a series of virtual classroom and 1-on-1 sessions. The training… more
- Veterans Affairs, Veterans Health Administration (Charlotte, NC)
- …in the unit/program level quality improvement process and initiatives as well as customer service programs. Responsibilities include, but not limited to the ... the coordination of care focused on patient education, self-management, and customer satisfaction throughout the continuum of care. Administers medications and… more
- Truist (Charlotte, NC)
- …2. Effective interpersonal and written communication skills 3. Ability to provide excellent customer service to both internal and external customers 4. Effective ... revenue production 18. Five years of successful experience as a Sales Associate with proven proficiency in developing strategic sales plan and continually achieving… more
