- Truist (Orlando, FL)
- …This in an in-office position and can be located in Orlando, FL or Charlotte , NC. Responsible for the general servicing and support of the Financial ... providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- Truist (Charlotte, NC)
- …location options are: 7455 Chancellor Drive, Orlando, FL 5130 Parkway Plaza Blvd, Charlotte , NC 303 Peachtree Street, Atlanta, GA Associate is tasked with providing ... Center. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development… more
- Hartford HealthCare (Torrington, CT)
- …to refer self-pay patients to Financial Counselor. * Verifies and collects patient financial liability due at time of service to increase financial ... Services (PAS) Registrars are the patient's first point of contact for seeking service at HHC facilities. This position is accountable for meeting and greeting… more
- American Red Cross (Charlotte, NC)
- …American Red Cross is currently seeking a Senior Philanthropy Officer to support the greater Charlotte , NC market. WHAT YOU NEED TO KNOW: We are looking for a Senior ... cultivate, solicit, and steward current and prospective regional donors in expanding their financial support of the work of the American Red Cross. WHERE YOUR CAREER… more
- Truist (Myrtle Beach, SC)
- …market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen ... of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and...outstanding. 2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and… more
- Bankers Life (Charlotte, NC)
- Entry Level Financial Representative - Insurance Sales Location: Charlotte , NC, United States Job Category: Financial Representative Posted: ... this advantage to become a Bankers Life Securities, Inc. Financial Representative , specializing in aiding clients in...you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live… more
- Vanguard (Charlotte, NC)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... to individuals living within a 50-mile radius of our Charlotte , NC (28217) location. At Vanguard, we have a...investors, join our team of "crew" as a Client Service Excellence Representative . Why Vanguard: At Vanguard,… more
- Equitable (Charlotte, NC)
- Customer Service Representative ( 240000A0 ) **Primary Location** : UNITED STATES-NC- Charlotte **Other Locations** : UNITED STATES-Remote **Organization** : ... is currently seeking talented individuals to join our team. The Customer Service Representative (CSR) position handles various types of incoming inquiries,… more
- Equitable (Charlotte, NC)
- Individual Retirement Premier Customer Service Representative ( 24000039 ) **Primary Location** : UNITED STATES-NC- Charlotte **Other Locations** : UNITED ... and may fluctuate daily within the hours of operation. The Customer Service Representative (CSR) position handles various types of incoming inquiries,… more
- Wells Fargo (Charlotte, NC)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Customer Service Representative in Small Business Credit Card. Learn more about our career ... internal and external customers **Required Qualifications:** + 2+ years of Customer Service , Financial Services or Contact Center experience, or equivalent… more
- Hendrick Automotive Company (Charlotte, NC)
- Business Development Center - HIC Location: 6030 East Independence Blvd, Charlotte , North Carolina 28212 Full Time career opportunities at the Hendrick Business ... Development Center in Charlotte , NC! Driving an integral role in the customer...integral role in the customer experience, the Business Development Representative is trained to be responsible for establishing, developing,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Representative in Business Operations as part of Transactions & Processing division. Learn ... experience, education **Desired Qualifications:** + Knowledge and understanding of financial planning: tools and advisory services + Knowledge and understanding… more
- Conduent (Charlotte, NC)
- …Description:** **Customer Experience Associate IV** **- Payment Processing** **(Onsite) Charlotte , NC** **Shift: Monday- Friday ~8AM-5PM** **Pay: Up to $20/hr** ... The Customer Service Rep will handle all lockbox inquiries and issues...Outlook, Word and Excel + Detail oriented while completing financial inquiries and case notes + Strong verbal communications… more
- Truist (Atlanta, GA)
- …are 3 locations to choose from: 7455 Chancellor Drive, Orlando, FL 214 Tryon, Charlotte , NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a ... part of Investment Client Care (ICC) which acts as the service support team for Self-Directed, Centralized Advisor Center (CAC) assigned and Signature Advantage… more
- Ferguson Enterprises, LLC. (Port Charlotte, FL)
- …come and join our 'Sales Support Program'. **Onsite Position Location: Port Charlotte , FL** **Schedule: M-F 7:00am - 4:00pm** **The opportunity:** Ferguson is ... effectively + Works together with Sales associates to provide outstanding customer service for both existing and prospective customers **What you need to succeed?**… more
- Omni Hotels (Charlotte, NC)
- …touch of genuine North Carolina hospitality. Centrally located in the heart of Charlotte 's financial district, the AAA four-diamond hotel is the perfect ... Overview Charlotte Hotel The Omni Charlotte Hotel...working for a company with a reputation for exceptional service . We embody a culture of respect, gratitude and… more
- Bankers Life (Charlotte, NC)
- …- Hybrid Experience Location: Charlotte , NC, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life(R), one of ... management opportunities to enhancing your career and becoming a Financial Representative , specializing in aiding clients in...you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live… more
- Magellan Health Services (Charlotte, NC)
- …military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their ... meets the needs of the installation. + Provides personal financial counseling and management services directly to service...Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor - Charlotte , NC Grade 23… more
- Sunrise Senior Living (Charlotte, NC)
- …place Sunrise is to be a part of._** **COMMUNITY NAME** Brighton Gardens of Charlotte **Job ID** 2024-208056 **JOB OVERVIEW** **_"Sunrise is the best place that I've ... not limited to participating in the evaluation of and service planning for residents, leading the care manager team...related to resident care, quality, safety, and risk management. Financial Management: + Explains and discusses the value of… more
- Sunrise Senior Living (Charlotte, NC)
- …place Sunrise is to be a part of._** **COMMUNITY NAME** Brighton Gardens of Charlotte **Job ID** 2024-208900 **JOB OVERVIEW** **WE CONTINUE TO SHINE WITH** * New ... excellence in resident care in accordance with each resident's Individualized Service Plan (ISP)/Individualized Care Plan (ICP), programming, providing outreach and… more