- Bank of America (Winston Salem, NC)
- Wealth Management Seasonal Client Associate Winston Salem, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Greensboro, NC)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Raymond James Financial, Inc. (Winston Salem, NC)
- …63, 65 and/or 66 as required by state. **Job:** Wealth management **Primary Location:** US-NC-Winston-Salem-Winston-Salem **Other Locations:** ... Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated,...Advisors. * Creates and maintains records and files utilizing Client Relationship Management (CRM) software. * Assists… more
- KPMG (Winston Salem, NC)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 54 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Atria Wealth Solutions (Greensboro, NC)
- …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert technology to ... would demand for ourselves. + Follows the established guidelines for maintaining client files in accordance with broker-dealer practices and FINRA requirements. +… more