- Bank of America (Charlotte, NC)
- Sr Client Outreach Specialist Charlotte, North Carolina;New York, New York; Miami, Florida; Fort Worth, Texas **Job Description:** Candidate will be a ... opportunities that enhance the client experience. **The Role** The KYC Client Outreach Specialist (COS) teams serve as the Front Line Unit engaging… more
- Vanguard (Charlotte, NC)
- …expertise based on client needs. + As Behavioral Coaches Advisors shape client behavior through proactive and reactive outreach , helping them stay focused on ... Vanguard, clients are our most important asset. As a Senior Financial Advisor, you will be tasked with looking...+ Minimum of five+ years advisory experience in a client facing role + Extensive client service… more