- Synchrony (Charlotte, NC)
- …3+ years of project management experience . **Desired Characteristics:** + Experience in the Financial Services industry. + Strong verbal and written ... skillset used to assess and resolve technical incidents encountered by clients/partners. + Client relationship management experience with client /customer… more
- Truist (Charlotte, NC)
- …to drive client acquisition and relationship deepening. **Director of Wealth Client Experience and Integrated Relationship Management (IRM)** ESSENTIAL ... the efficacy of planning, service , accessibility of platforms and the client experience ; partner with sales and marketing to promote competitive advantage… more
- Truist (Charlotte, NC)
- …education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and deepening client relationships through needs-based, high-level client service and through delivery of the...CPA * 5 or more years of sales and client management experience in the… more
- Truist (Charlotte, NC)
- …3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and self-motivated ... of the Financial Advisor team to increase assets under management , sales and service . 3. Develop and...investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen … more
- Bank of America (Camden, SC)
- …+ Business Development + Fraud Management + Pipeline Management + Portfolio Management + Client Experience Branding + Issue Management + ... Management is a leading provider of comprehensive wealth management and investment products and services for...promote lead generation + Experience balancing investment management , sales activities, and new client development… more
- Bank of America (Charlotte, NC)
- …knowledge of small business products and services . + Bilingual skills. **Skills:** + Client Management + Client Solutions Advisory + Customer and ... service skills with ability to manage the full client end-to-end experience and problem resolution. +...Client Focus + Referral Identification + Risk Management + Client Experience Branding… more
- Bank of America (Charlotte, NC)
- …Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management ... Key responsibilities include deepening client relationships through platform services , supporting clients with self- service or transactional activities, and… more
- Bank of America (Charlotte, NC)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and ... services . * Has at least one year experience working in the financial service industry... Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written… more
- Bank of America (Charlotte, NC)
- …Focus + Leadership Development + Strategy Planning and Development + Business Acumen + Change Management + Client Experience Branding + Client Solutions ... This job is responsible for leading product experts supporting Global Transaction Services in client engagements, account management , closing complex… more
- PNC (Charlotte, NC)
- …Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management , Customer Experience Management , Decision Making and ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience . Focuses on bringing entire bank to the client… more
- JPMorgan Chase (Charlotte, NC)
- …in Relationship Management , Sales, Service , Operations and Product Management + Manage client and partner expectations and understanding throughout the ... providing support for the implementation of our products and services . You will collaborate with both clients and internal...delivering a consistent, stellar client and partner experience + Prior project management or senior… more
- PNC (Charlotte, NC)
- …Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management , Customer Experience Management ., Decision Making and ... relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience . Focuses on bringing entire bank to the client… more
- Wells Fargo (Charlotte, NC)
- …miscellaneous projects as assigned **Required Qualifications, US:** + 6+ months of Client Management Enablement experience , or equivalent demonstrated ... including internal or external customers to ensure high quality client service is provided while business objectives...in an Investment Contact Center group + Contact center experience + Financial services sales experience… more
- Bank of America (Rock Hill, SC)
- …Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management ... center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** +… more
- Motion Recruitment Partners (Charlotte, NC)
- …Excel, Outlook and PowerPoint) skills **Desired Skills & Experience ** + Project Management experience + Familiarity with Client Onboarding, Data ... Services Company is looking for a Capital Markets Client Onboarding Specialist in Charlotte, NC (Hybrid). Work with...apply today. Contract Duration: 6 Months **Required Skills & Experience ** + 2+ years of Business Execution, Implementation, or… more
- Insight Global (Charlotte, NC)
- …monitoring and/or Data Control governance practice * Bank of America, Regulatory Reporting, Client onboarding, or data management experience a plus * ... Financial Data Analyst to support one of our financial services clients in the Charlotte, NC market. These individuals...Hadoop, SAP eLedger, Rally, Visio, ETL tools and Data Management tools * Strong knowledge and prior experience… more
- Bank of America (Charlotte, NC)
- … is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral ... to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines… more
- Cherry Bekaert (Charlotte, NC)
- …find your space and create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal compliance and business tax ... Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create...communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as… more
- Bank of America (Charlotte, NC)
- …and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience . + Act as a key team member ... Registered Wealth Management Client Associate Charlotte, North Carolina...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- TIAA (Charlotte, NC)
- …and Duties** + Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence. + Serves ... ** Client Services Manager II** The ...Level** 7IC Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management , Commercial Mindset, Communication, Financial… more