- SMBC (Charlotte, NC)
- …emerging risks/issues + Work with Client Onboarding Team to comply with internal client data management + Responsible for the creation and distribution ... within SMBC Nikko Securities America, Inc. is seeking an Associate level candidate to provide operational support to the...Financial Services + 2+ years of experience working in client /static data management + BA/BS… 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 ... security procedures and compliance requirements. + Reviews security event log data and investigates anomalies + Implements and supports information security… 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 ... benefits to its employees. **Role Description** As a Vulnerability Management Analyst, you will be a key part of...gaps within SMBC to protect the Bank's network and data from a cyber-attack and in turn, protect its… more
- CSC ServiceWorks (Charlotte, NC)
- …annually through our pay technology platforms, technology-enabled services, and trusted client partnerships. Our team of 2,300+ professionals supports a wide range ... laundry and/or air equipment. **Key Job Responsibilities:** - Ensure the management of on-time deliveries through proper scheduling of residential, route and/or… more
- Principal Financial Group (Charlotte, NC)
- …to design, develop, and maintain software solutions that support wealth management platforms and client -facing applications specifically for our advising ... + Design, develop, and maintain software solutions that support wealth management platforms and client -facing applications including Salesforce CRM and… more
- The Millennium Group (Charlotte, NC)
- …our 30+ years of success in the industry. Responsibilities: + * Update indicative data as requested by client representatives on behalf of participants and ... several Microsoft Outlook mailboxes in order to expedite the client 's request to update indicative data . Qualifications:...work individually or in a team environment.* Prior database management experience a plus.* Ability to read Spanish is… more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success ... in the ever-evolving world of commercial banking. As a Client Service Senior Associate within JPMorganChase, you...work, and potentially that of a team, while enhancing client experience through developing proficiency in data … more
- JPMorgan Chase (Charlotte, NC)
- Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build ... make a meaningful impact in the ever-evolving world of commercial banking. As a Client Service Associate within Wholesale Lending Services, you will play a… more
- JPMorgan Chase (Charlotte, NC)
- …in the onboarding process. + Experienced in implementing cybersecurity measures to protect client data during onboarding. Final Job Grade and officer title will ... Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where...strategic initiatives that support our business. Your expertise in client onboarding project management will be crucial… more
- Truist (Charlotte, NC)
- …dividends and the exercise of warrants and rights. 4. Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Grant Thornton (Charlotte, NC)
- …remediation plans identified in assessment activities + Proactively interact with key client management to gather information, resolve problems, and make ... As a Cyber Privacy & Data Protection Senior Associate , you will...to the highest degree of professional standards and strict client confidentiality + Ability to manage multiple engagements and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate within our Security Master Product Data team as part of our ... for lifecycle tasks for institutional trades + Assist with client account onboarding, input and monitoring of cash payments,...confirmation and ISDA related issues + Assist in gathering data to support resolution of issues + Receive direction… more
- First Horizon Bank (Charlotte, NC)
- **Description** **Location:** Onsite **SUMMARY** The Treasury Management Sales Associate (SA) is responsible for assisting the Treasury Management Sales ... out of the office. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Collects key client /prospect data , analysis statements and assembles sales marketing collateral to… more
- Truist (Charlotte, NC)
- …maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client assignment and account data . Monitor reporting and escalate as needed. ... to support banker's client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling… more
- TIAA (Charlotte, NC)
- …leader and trusted advisor in planned giving, leading TIAA Kaspick's client relationship management initiatives while advancing philanthropic impact across ... management , and reporting capabilities + Identify opportunities to leverage technology and data analytics to improve client outcomes and lead initiatives to… more
- Manulife (Charlotte, NC)
- …Pacific. This position will be specifically focused on carbon project development, project management , and execution. The Senior Associate is a vital member of ... including foresters, Resource Support, Planning & Analysis, Acquisitions & Dispositions, and Client Account Management . + Manage project budgets, accounting, and… more
- Manulife (Charlotte, NC)
- …Pacific. This position will be specifically focused on carbon project development, project management , and execution. The Senior Associate is a vital member of ... including foresters, Resource Support, Planning & Analysis, Acquisitions & Dispositions, and Client Account Management . + Manage project budgets, accounting, and… more
- JPMorgan Chase (Charlotte, NC)
- …global organization that offers endless opportunities for growth and development. As a Client Onboarding and Product Implementation Associate , you will play a ... will drive satisfaction and success in a dynamic global environment. As a Client Onboarding Card Product Implementation Associate within the Commercial and… more
- Allied Universal (Charlotte, NC)
- …growth, cash collections, and overall profitability + Oversee and maintain client performance metrics, including budget management , accounts receivable, accounts ... and eligibility. **Job Description:** Allied Universal(R) is hiring a Client Manager. As a Client Manager, you...managing hourly employees in a fast-paced service organization + Associate 's degree in criminal justice, business, or a related… more
- Wells Fargo (Charlotte, NC)
- …with you. **About this role:** Wells Fargo is seeking an Institutional Investment Operations Associate within our Client Data and Onboarding team as part ... our career areas and lines of business at wellsfargojobs.com. The Wells Fargo CIB Client Data and Onboarding organization consists of a Client Facilitation… more
