- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… 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 ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Vanguard (Charlotte, NC)
- …the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" personally ... supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner...note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is… more
- Vanguard (Charlotte, NC)
- …investment guidance. + Use the Professional Selling Skills framework to identify client needs and share insights with Relationship Managers. + Deliver high-quality, ... efficient service while anticipating client needs and offering proactive solutions. + Collaborate across...period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving… more
- TIAA (Charlotte, NC)
- …coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing ... career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial… more
- TIAA (Charlotte, NC)
- …forms and reviewing forms for accuracy. + Performs registered and non- registered activities related to identifying client needs and identifying potential ... **Wealth Client Relationship Manager** The Wealth Client ...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more
- Compass Group, North America (Chester, SC)
- …constantly seeking a better way to conduct business. **Key Responsibilities:** The Associate Director assists to ensure client , customer satisfaction and ... company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. **Job… more
- Vanguard (Charlotte, NC)
- …a 50-mile radius of our Charlotte, NC (28217) location. At Vanguard, we have a client -first mentality that we realize every day through our mission, "to take a stand ... account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo Advisors (WFA) is seeking a Supervisory Control Associate responsible for direct support of branches and their responsibilities for remote ... compliance supervision of Private Client Group (PCG) and Wealth Brokerage Services, (WBS) producing...disqualification are not eligible to be associated with a FINRA- registered broker-dealer. Successful candidates must also meet and comply… more
- Ross Stores, Inc. (Rock Hill, SC)
- …learning opportunities and development for our teams\. **GENERAL PURPOSE:** The Associate Analyst, Inventory Control & Quality Assurance Shortage Control position is ... metrics pertaining to shrink and shortage for the supply chain network\. The Associate Analyst will research and provide data analysis to support preventing shrink\.… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... may not be permitted for certain roles, including, for example, certain FINRA- registered roles for which in-office attendance for the entire workweek is required.… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... may not be permitted for certain roles, including, for example, certain FINRA- registered roles for which in-office attendance for the entire workweek is required.… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... may not be permitted for certain roles, including, for example, certain FINRA- registered roles for which in-office attendance for the entire workweek is required.… more
- PNC (Charlotte, NC)
- …and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- Ross Stores, Inc. (Rock Hill, SC)
- …methods, performances and efficiency for improvements and/or changes\. Prepares associate performance evaluations and assists in the administration of reviews\. ... merchandise to stores \- By effectively using the MAP \(Managing Associate Performance\) process, trains, assesses, motivates, coaches, and evaluates associates in… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Privacy, and manages the approach to measuring adherence to those guidelines. The { Associate , VP} of EUC Governance is an experienced role not only supporting… more
- Compass Group, North America (Charlotte, NC)
- …transforms the healthcare dining experience. Morrison has more than 1,600 registered dietitians, 1,200 executive chefs, and 31,000 professional food service team ... an aggressive hospitality (respect) orientation toward customers and clients. + Supports client satisfaction at a level that ensures account retention. + Promotes … more
- Compass Group, North America (Charlotte, NC)
- …company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. **Job ... accounts in your territory, while establishing and maintaining strong client relationships. Your goal is to achieve operational and...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… more
- Compass Group, North America (Lancaster, SC)
- …company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. **Job ... the Internet + Must be willing to participate in client satisfaction programs/activities + ServSafe certified - highly desirable...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… more
- Compass Group, North America (Charlotte, NC)
- …in 30 states, we offer a collaborative, accountable work environment where innovation and client satisfaction are at the core of everything we do. As a member of ... maintenance discipline. + One of the following: Journeyman Electrical License, Registered ACR Technician with EPA certification in Refrigerant, or Journeyman Plumber… more