- Fidelity TalentSource LLC (Durham, NC)
- …provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all ... next generation digital engagement experiences for clients? Are you ready to partner with the Center of Excellence to develop groundbreaking, outstanding digital … more
- Fidelity TalentSource LLC (Durham, NC)
- …provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We welcome individuals from all ... Stack Engineer at Fidelity Investments! The Role Fidelity Personal Investing a€" Client Solutions Technology Chapter Area is looking for a hardworking Senior Full… more
- CGI Technologies and Solutions, Inc. (Raleigh, NC)
- ** Client Partner - Financial Services ** **Category:** Leadership and Management Roles **Main location:** United States, North Carolina, Raleigh ... **Position ID:** J0924-0741 **Employment Type:** Full Time **Position Description:** Client Partner - Financial Sector Be part of building one of the largest… more
- Morgan Stanley (Raleigh, NC)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a business plan and delivering against ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...Goal oriented, self-motivated and results driven * Knowledge of financial services products, including but not limited… more
- Evolent Health (Raleigh, NC)
- …key client relationships, and for achieving desired operational and financial performance. As the liaison between assigned clients and Evolent, this individual ... needs and an ambassador within Evolent as the go-to expert on client priorities. **Collaboration Opportunities** The Senior Director, Partner Operations role… more
- Cherry Bekaert (Raleigh, NC)
- …status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to ... create your future, you belong with us. The Private Client Services (PCS) practice provides exceptional personal...related or subject matter), with a large percentage of client service towards clients covered by this… more
- Kestra Financial (Raleigh, NC)
- …Cunningham Financial , a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve ... Service Associate Summary The Client Service Associate reports to the Financial Advisors...candidate will have 2+ years of experience in the financial services industry allowing for a good… more
- Ally (Raleigh, NC)
- …in-person. * Minimum 2-3 years in client related support in the financial services or brokerage retail environment or related industry. * Solid interpersonal ... be, too? **The Opportunity** The Ally Invest Trading and Client Service Representative is responsible for providing... is a customer-centric, leading digital financial services company with passionate customer service and… more
- Principal Financial Group (Raleigh, NC)
- …maintain effective relationships with non-qualified clients, financial professionals and internal service teams to ensure client retention, growth of the ... **What You'll Do** We're looking for a Client Service Manager to join our... financial confidence. Operating at the intersection of financial services and technology, Principal builds … more
- Siemens (Cary, NC)
- …for the on-time delivery of scheduled services . You will ensure the financial performance of the project's service agreement portfolio and work directly with ... ID:** 429168 **DoD SkillBridge Internship - Associate Project Manager/Project Manager/ Client Service Manager or Field Technician -...plans to ensure on-time delivery of the scope of services for all assigned service agreements. +… more
- Banc of California (Durham, NC)
- …Banc of California offers a broad range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, ... and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, … more
- JPMorgan Chase (Cary, NC)
- …years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job...not available in all states. Chase is a leading financial services firm, helping nearly half of… more
- Xerox (Raleigh, NC)
- …workforce. From the office to industrial environments, our differentiated business solutions and financial services are designed to make every day work better ... ** Client Data Director** to spearhead this transformation. **Job Description:** The ** Client Data Director** will partner with Xerox Digital eXperience (XDX)… more
- Teradata (Raleigh, NC)
- …successful consumption of Teradata software and services with one of our largest Financial Services clients. You will partner with Account team leaders ... capable of engaging in business and technical conversations at multiple levels of the client organization. If you enjoy digging into the business of your customer to… more
- Teradata (Raleigh, NC)
- …You'll Do** We are hiring an experienced Customer Success Manager for Teradata Strategic Financial Services in North America to help us keep growing. If you ... plan, and partner internally to ensure successful delivery of related services and support functions + Inspire confidence and drive utilization of Teradata… more
- ManpowerGroup (Raleigh, NC)
- …talent partner and the person they call on when they think of Financial talent. + Partner with our Practice Directors, fulfillment teams, and other experts ... All while: + **Working with our exceptional clients!** From financial giants to transformational start-ups, our team gets to...other ways we can support their talent strategy. + Service our existing clients by providing them with solutions… more
- Bank of America (Chapel Hill, NC)
- …(63 & 65 in lieu of 66) licenses** Two years' experience working in the financial service industry and/or a sales environment where goals were met or ... technology to achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Edward Jones (Chapel Hill, NC)
- …would make you a successful financial advisor?** + An interest in financial services /markets and how they work + Love of learning and challenges, ... advisor may be the right change for you. Financial advisors partner with clients to help...is strongly preferred or equivalent work-related experience within the securities/ financial services industry + Financial … more
- Edward Jones (Raleigh, NC)
- …qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products ... Insights & Information Blog Postings about Edward Jones **About Us** Join a financial services firm where your contributions are valued. Edward Jones is… more
- Edward Jones (Pittsboro, NC)
- …Insights & Information Blog Postings about Edward Jones **About Us** Join a financial services firm where your contributions are valued. Edward Jones is ... client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment,...Jones believes in a human centered approach as we partner for positive impact, to improve the lives of… more
