- 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 ... internal and external communications team to deliver key messages. Act as trusted advisor to management board members and other key executives to refine management… more
- Bank OZK (Shelby, NC)
- …coaching conversations with leadership. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating ... professional disposition + Ability to demonstrate confidence and act as a trusted advisor + Ability to communicate effectively both verbally and in writing + Ability… more
- Truist (Charlotte, NC)
- …shift (United States of America) **Please review the following job description:** The Client Onboarding Advisor I is directly responsible and accountable for ... Truist to achieve our vision and improve revenue realization. The Client Onboarding Advisor I is focused on applying knowledge expertise along with outstanding… more
- Hendrick Automotive Company (Charlotte, NC)
- …This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the following: + Meets dealership sales goals. + Greets customer ... and determines make, type, and quality of vehicle desired. + Explains features and demonstrates operation of vehicle in showroom or on demonstration drive. + Suggests optional equipment for customer to purchase. + Computes and quotes sales price, including… more
- Bank of America (Charlotte, NC)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Client Service Associate Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To… more
- Robert Half Accountemps (Charlotte, NC)
- … client suitability, and fiduciary account review processes as directed by the Advisor . + Client Service & Management + Deliver an exceptional client ... Description We are seeking a Client Service Specialist to provide comprehensive support to...services. This role is integral to ensuring a seamless client experience-from meeting preparation and account monitoring to handling… more
- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- Wells Fargo (Charlotte, NC)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such… more
- City National Bank (Charlotte, NC)
- …their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of ... *PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER* WHAT IS THE OPPORTUNITY?...movement transactions as an example * Partner with Financial Advisor (s) in developing a business plan and delivering against… more
- Truist (Charlotte, NC)
- …superior level of client service to retain clients. This includes: Anticipating client and advisor needs through proactive behavior, taking of initiative and ... of competency and work quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality. May be asked… more
- IBM (Charlotte, NC)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
- Equitable (Charlotte, NC)
- …ad hoc required product changes, anything that requires product and platform updates, client , and advisor communications. + Coordinate and implement required ... client communications, documents at the advisor , plan and participant level for Educator and Enterprise Solutions Product suite. + Lead cross-functional project… more
- IBM (Charlotte, NC)
- …with current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * This Job can be ... A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement advisory for… more
- Truist (Charlotte, NC)
- …and products 6. Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives 7.Advanced analytical and technical ... America) **Please review the following job description:** Responsible for providing client coverage to institutional capital clients (private equity and family… more
- IBM (Charlotte, NC)
- …current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * Perform hands-on delivery of ... design, build, testing, training, go-live and post-production support. * Working closely with client teams to understand their needs and offer solutions and design *… more
- Bank of America (Charlotte, NC)
- …must determine when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** The Lending Advisor is a geographically (or segment) based, client -facing role, partnering ... and ultra-high net worth clients and prospects. The Lending Advisor is an active member of the client... Advisor is an active member of the client relationship team, providing loan structure and credit advisory… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Bank of America (Charlotte, NC)
- National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/National-Financial-Solutions- Advisor -I--Charlotte--NC Series-7-Required-\_26000867) **Job Description:** At Bank of America, we're… more
- Bank of America (Charlotte, NC)
- Credit Solutions Advisor - Steele Creek Financial Center Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit-Solutions- Advisor Steele-Creek-Financial-Center\_26000237) **Job Description:** At Bank of America, we… more
