- Vanguard (Charlotte, NC)
- …investor the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" ... are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner with our clients via inbound phone… more
- Regions Bank (Charlotte, NC)
- …section of the system. **Job Description:** At Regions, the Treasury Management Relationship Manager Associate (TMRM Associate ) supports Treasury Management ... Commercial Relationship Managers, and product teams to prepare for client or prospect meetings. **Primary Responsibilities** + Supports Treasury Management sales… more
- Cognizant (Charlotte, NC)
- Associate Relationship Manager Cognizant Technology Solutions (NASDAQ: CTSH) is one of the world's leading professional services companies, redefining customers' ... is looking for talented individuals to join as an Associate Relationship Manager. We are seeking candidates...solutions + Strong work ethic with a commitment to client service excellence + Curiosity to develop domain experience/familiarity… more
- JPMorgan Chase (Charlotte, NC)
- …for JP Morgan Chase Clients from around the world. As an International Client Onboarding Associate within the Global Corporate Bank, you will lead ... Own our Client 's Onboarding experience end to end! Use your...Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management +… more
- JPMorgan Chase (Charlotte, NC)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …+ Performs other duties and responsibilities as assigned. **Skills:** + Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Lincoln Financial (Charlotte, NC)
- …#:** 74584 **The Role at a Glance** We are excited to be hiring a ** Client Engagement Associate ** in our Retirement Plan Services Client Engagement team ... manages, & maintains basic Retirement Consultant, Plan Sponsor and Participants client relationships within assigned territory. + Learn Lincoln's products & services… more
- Truist (Charlotte, NC)
- …sponsorships strategy. The role will be accountable to the Director of Client Engagement and will partner closely with marketing operations team/marketing events and ... revenue goals + Work closely with the Director of Client Engagement to develop and implement strategies based on...into executive-level summarize * Ability to lead by influence ( relationship building). * Knowledge of all Wholesale lines of… more
- Bank of America (Charlotte, NC)
- …Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline ... Relationship Banker - Charlotte South - Rock Hill...traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities **Required Qualifications:** +… more
- Truist (Mint Hill, NC)
- …experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, ... **Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through the… more
- Regions Bank (Charlotte, NC)
- …of the system. **Job Description:** At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving the scheduling of payments, ... plays a key role in assisting Regions with meeting client needs, providing deeper client relationships across...Insurance + Parental Leave + Employee Assistance Program + Associate Volunteer Program Please note, benefits and plans may… more
- Truist (Charlotte, NC)
- …Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data...of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any… more
- JPMorgan Chase (Charlotte, NC)
- Own our Client 's Technical Product Onboarding experience end to end! Use your Project Management expertise to manage complex technical treasury product ... for JP Morgan Chase Clients from around the world. As a Product Implementation Associate within the Commercial & Investment Bank, you will be responsible for the… more
- Capital One (Charlotte, NC)
- Member & Direct Loan Closing Associate Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One ... TX, Richmond, VA or Charlotte, NC. Capital One Commercial Client Operations (CCO) is looking for candidates to support...products, which include new loans, modifications and extensions. The Associate will be the primary contact and decision maker… more
- The ODP Corporation (Charlotte, NC)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... **Overview** As a Part Time Retail Store Associate at Office Depot, your part-time role is...communication skills which are necessary to establish a selling relationship with clients and other associates. + Must be… more
- WTW (Charlotte, NC)
- **Description** As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships ... cross the client organization. You will be responsible for managing a...opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the… more
- Huntington National Bank (Charlotte, NC)
- …covenant compliance, product renewals, etc., as applicable. + As applicable, attend client calls (virtual or in-person) with Relationship Management and other ... Description Summary: The Associate Director - Portfolio Manager -Sponsored Leverage Finance is responsible for the management of a portfolio of commercial loans… more
- Grant Thornton (Charlotte, NC)
- As a Business Consulting Senior Associate , you'll be responsible for business process analysis, requirements definition efforts for remediating gaps, cost and cycle ... analysis and designing effective solutions to a variety of client issues + Work directly with clients to address...to address their issues and acting as the day-to-day relationship contact + Work closely with Grant Thornton teams… more
- WTW (Charlotte, NC)
- **Description** As a Health and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing ... relationships across all levels of the client organization. You will substantially contribute to the management...opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a… more
- Truist (Charlotte, NC)
- …with Relationship Manager. 3. Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less ... evaluations from a wide variety of sources to develop an assessment of client , competitor, property segment, market and industry risks and trends. Credit Delivery… more