- Truist (Raleigh, NC)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- Truist (Raleigh, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Wells Fargo (Raleigh, NC)
- **Part Time - 20 hours/week** **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo ... work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry… more
- First Horizon Bank (Raleigh, NC)
- …with #DeliverExcellence + RBEs- to achieve FTE targets in a manner that supports client service level commitments and the markets' ability to grow, including ... staffing models and roles needed, based on historical and forecasted trends of client expectations and business priorities. The strategic mindset will be to balance… more