- Vanguard (Charlotte, NC)
- …a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our ... Investor clients at Vanguard. At Vanguard, we have a client -first mentality that we live and breathe every day...Autonomy and Empowerment: Enjoy the autonomy to own the client relationship from start to finish, making decisions that… more
- Wells Fargo (Charlotte, NC)
- …empowered to grow. Join us! **About this role:** Wells Fargo is seeking a Senior Customer Resolution Representative **In this role, you will:** + Support less ... experienced individuals in providing resolutions for client inquiries and complaints + Determine appropriate course of...+ 1+ year of Escalated Complaints experience as a case owner, operational risk, quality assurance or intake +… more
- Deloitte (Charlotte, NC)
- …of an assessment, audit, or voluntary disclosure agreement process. + Developing client , legal counsel, and state representative written communications and ... business objectives? We are looking for sharp, analytical Tax Senior , ready to take on new challenges, to join...state tax consulting and compliance services to a diverse client base in various industry sectors. You will continue… more
- Truist (Charlotte, NC)
- …mitigating any associated legal risk. Provide highly specialized advice and counsel to senior leadership and key internal clients of a critical business unit or ... overall Truist legal strategy. 2. Provide significant internal executive client legal management level support day to day, on...the company. 4. Keeps abreast of legislation, regulations, and case law developments that affect the company and the… more
- Truist (Charlotte, NC)
- …supported by research and development. Delivers solutions through business case development, sourcing, financial approval, and risk management. Interfaces across ... thought leadership to all levels of the organization. Communicates success to senior leadership and others with concise communication to align strategy intent with… more