- Raymond James Financial, Inc. (Charlotte, NC)
- …identify investment opportunities and solutions for clients. * Opens, transfers, and closes customer accounts . * Maintains appropriate account records while ... learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next… more
- Comerica (Charlotte, NC)
- Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & ... acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results. Position Responsibilities: Sales Management… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- Aaron's Inc (Monroe, NC)
- …a great career journey. Here's one possible path with us: **Sales Associate** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... find just what they need. You'll also work with customer files and contracts. At times, you'll help clean,...find what they need + Handle clerical duties like customer files and contracts + Maintain a positive sales… more
- PNC (Charlotte, NC)
- …and have an opportunity to contribute to the company's success. As a Product Advisor within PNC's Treasury Management - Treasury Solutions Group, you will be based ... through data gathering, which includes interviews and research. + Provides the customer perspective in the design, development and management of new or existing… more
- Truist (Charlotte, NC)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.… more
- Aaron's Inc (Charlotte, NC)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install and… more
- HUB International (Charlotte, NC)
- …commercial insurance business + Maximizing growth and client retention through superior customer service + Developing accounts and cross selling available ... offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and… more
- World Wide Technology (Charlotte, NC)
- …solutions to solve customer business challenges. . Critical skills necessary are account planning with an extended team, calling at all levels within the ... customer 's organization, and managing partner relationships. . Outstanding communication and organizational skills required. . Bachelor's Degree or equivalent… more
- Honeywell (Charlotte, NC)
- …most complex opportunity pursuits by developing robust pursuit plans for each customer and opportunity Be a "Trusted Advisor " by establishing professional ... to tomorrow's challenges. Our sales approach begins by identifying customer demands before they become challenges. We're committed to...teams to drive growth within new and existing key accounts . This role will be remote based in the… more
- Anywhere Real Estate (Charlotte, NC)
- ** Account Management Manager - must be located in US West Coast** **SUMMARY:** We are seeking a strategic individual to manage a portfolio of client accounts , ... partnering with all support teams. + **Setting Goals:** Develop and implement account -specific plans and strategies to achieve service, revenue, and profit goals.… more
- Forrester (Charlotte, NC)
- …by our clients and each other. Our success is driven by curiosity, courage and customer obsession. The confidence and drive to be bold at work. Join us and build ... organization, you'll build long-term relationships with existing high-tech client accounts , deepen client engagement, and identify and pursue growth opportunities.… more
- GAF (Charlotte, NC)
- …love the industry knowledge, exceptional service, and genuine care provided by our Strategic Account Managers. As a Strategic Account Manager, you too can grow ... track record of building successful relationships and closing new business. The Strategic Account Manager -Steep Slope is responsible for the sale of the complete… more
- ServiceNow, Inc. (Charlotte, NC)
- …with account executives and their teams to progress focused customer pipeline by infusing industry expertise (solution, messaging, etc.) into account ... (GTM) is a deep expertise role that operates together with ServiceNow's customer -centric industry transformation sales teams as well as core functions within the… more
- Mobile Communications America (Charlotte, NC)
- MCA, your trusted advisor for wireless communications, data, and security, is seeking an experienced ** Customer Service Specialist** in our footprint to support ... **WHAT YOU WILL BE DOING** **:** + Collections on Customer Invoices + Working with the OPS team for...appropriately. + High level of integrity. + Background in accounts receivable and purchasing a plus. + Experience in… more
- US Bank (Charlotte, NC)
- …remediation, (4) securities-intermediary services, for customers who pledge their custody accounts as loan-collateral, and (5) customer -segregated accounts ... and custody businesses. US Bank offers trust and custody accounts to consumers, businesses, governments, financial-services institutions, endowments and foundations,… more
- Wells Fargo (Charlotte, NC)
- …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related activities such...with new or prospective clients, establish and service client accounts , prepare forms, research account inquiries and/or… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client ... accounts and researches client and security information using internal...client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing… more