- Bank of America (Charlotte, NC)
- …and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible ... Investment Consultant II - Merrill Premium Charlotte, North Carolina...processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a… more
- Deloitte (Charlotte, NC)
- Senior Consultant , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... technical transformation in the financial services industry combined with relationship -building, leadership, and communication skills. The ability to bring together… more
- Ascensus (Charlotte, NC)
- **Section 1 : Position Summary** Responsible for regional strategy, results, actuarial consulting, and coordination of the business development and relationship ... Functions, Essential Duties and Responsibilities** + Serve as lead Consultant with clients regarding risk management of pension plans...and strategy + Prepare and monitor annual budgets and client invoicing + Serve as actuarial resource / subject… more
- US Bank (Charlotte, NC)
- …Elavon is committed to building the platforms and ecosystems that help over 1 .5 million customers around the world to achieve their financial goals-no matter what ... and each other. **Job Description** The Healthcare Partner Business Development Consultant develops new business by identifying prospects and initiating contact for… more
- Truist (Charlotte, NC)
- …well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify ... for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on… more
- Truist (Charlotte, NC)
- …Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad range ... relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment...below. Specific activities may change from time to time. 1 . Serve as the primary relationship manager… more
- Robert Half (Charlotte, NC)
- …companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us ... experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive… more
- Robert Half (Charlotte, NC)
- …companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us ... experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive… more
- Robert Half (Charlotte, NC)
- …companies. As an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face. Experience tells us ... experiences and learning opportunities in business operations, consulting, data, relationship building, technology, and innovation. With each project, you receive… more
- Truist (Charlotte, NC)
- …management, and presentation skills. 3. Ability to plan effectively. 4. Ability to manage client expectations and relationship in a way that results in an ... are not mentioned below. Specific activities may change from time to time. 1 . Analyzes portfolio performance, and recommends changes in investment mix to achieve… more
- Motion Recruitment Partners (Charlotte, NC)
- …This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in ... RESTful or SOAP web services; + Experience with one ( 1 ) of the following databases: Oracle, Mongo DB, or...role is understanding the organization's structure and processes. The consultant will need to navigate complex data flows and… more
- Equitable (Charlotte, NC)
- …designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access ... * Social impact and community engagement prosper thru our programs such as " 1 ,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence"… more