- Truist (Charlotte, 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
- Bank of America (Charlotte, NC)
- …the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in ... Financial Solutions Advisor - Registered Candidate - Consumer Investments - NoDa Financial...to clients, helping them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and… more
- Wells Fargo (Charlotte, NC)
- …and understanding of financial services or investment banking operations + Brokerage client support experience + Customer service focus with the ability to ... today. **About this role:** Wells Fargo is seeking an Escalations Specialist - Registered **In this role, you will:** + Participate in researching and resolving… more