- Vanguard (Charlotte, NC)
- … experience to positively impact our investors, join our team of "crew" as a Client Service Excellence Representative . At Vanguard, we believe in supporting ... are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative , you will: + Respond to a wide range of… more
- Truist (Charlotte, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Truist (Charlotte, NC)
- …support. 2. Gain proficient understanding of product knowledge and continuously develop client service skills. 3. Research account and transaction records to ... Drive, Orlando, FL 214 Tryon, Charlotte, NC 303 Peachtree, Atlanta, GA Brokerage Service Representatives are a part of Investment Client Care (ICC) which… more
- Concentrix (Hickory, NC)
- Job Title: Customer Service /Inbound Sales Representative (On-Site) Job Description The Customer Service /Inbound Sales Representativer position interfaces ... is responsible for processing customer orders and sales; providing/receiving information; selling client products/ service as well as providing basic customer … more
- Truist (Mooresville, NC)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through ... and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering… more
- Truist (Charlotte, NC)
- …key areas, other functional responsibilities include operational oversight, product support, client service delivery and risk governance for multiple operational ... development of Fraud and Transaction Services Teammates focusing on increasing knowledge, client service , and career advancement; build and maintain an… more
- Diversified (Winston Salem, NC)
- …tasks after substantial completion. + Coordinates training & turnover of projects to client , service department, & sales. Physical Demands: The physical demands ... described here are representative of those that may be met by an...completion. + Coordinates training & turnover of projects to client , service department, & sales. Physical Demands:… more
- Truist (Charlotte, NC)
- …client new business/opportunity presentations and meetings. Delivering superior level of client service to retain clients. This includes: Anticipating ... adding to the collective expertise of the group, educating teammates, and improving service , processes, and systems. Will assist the wealth team members on the most… more
- Truist (Charlotte, NC)
- …process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use ... (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (eg banking, mortgage, planning,… more
- Truist (Charlotte, NC)
- …for the performance of all teammates (team leads, Center Trust Advisors and Client Service Specialists) in their respective markets. The Fiduciary Director is ... oversight, coaching, development and performance of Team Leaders, Center Trust Advisors and Client Service Specialists 3. Responsible for the coordination of … more
- Truist (Charlotte, NC)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage, planning,… more
- Concentrix (Charlotte, NC)
- Job Title: Customer Service Representative (On-Site) Job Description Title: Customer Service Representative (On-Site) Location: Charlotte, North Carolina ... The Customer Service Representative interfaces with customers via inbound/outbound calls and/or via...support and resolution of routine problems and questions regarding client products and/or services. **REIMAGINE YOUR CAREER** Are you… more
- Truist (Charlotte, NC)
- …help drive fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by ... Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation. 2. Partners with client teams to… more
- Truist (Charlotte, NC)
- …the clients who use international services and expected to adhere to the Division's client service standards, Policies and procedures at all times. Required to ... handle client transactions (eg debiting/crediting funds from demand deposit accounts...production QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable… more
- Truist (Charlotte, NC)
- …work prioritization and time management skills 6. Strong interpersonal, communication and client service skills 7. Demonstrated proficiency in basic computer ... information to ensure that Financial Crimes requirements are met. 3. Conduct client research. 4. Use critical thinking skills to make well supported decisions… more
- Closets By Design, Inc (Charlotte, NC)
- Customer Service /Office Representative Closets by Design is a nationally recognized leader in home organizing systems. Job Responsibilities: The position will ... provide excellent customer service for our customers that will include answering phones,...will include answering phones, scheduling appointments, and updates to client files. This is a busy home design office… more
- CTG (Charlotte, NC)
- CTG is seeking to fill a Customer Service Representative 2 opening for our client in Pineville, NC. **Location:** Pineville, NC **Duration:** 6 months ... developed procedures pertinent to the effective and efficient operations of Customer Service and develop new procedures as necessary. + Monitor programs and… more
- Concentrix (Charlotte, NC)
- Job Title: Inside Sales Representative (On-Site) Job Description Title: Inside Sales Representative Location: Charlotte, North Carolina **JOB DESCRIPTION** The ... Inside Sales Representative interfaces with customers via inbound/outbound calls and/or via...calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions… more
- Terracon (Charlotte, NC)
- …concrete, asphalt, and steel). Communicate with project manager, engineering technicians, client representative , contractor's representative and others as ... growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities in… more
- Terracon (Charlotte, NC)
- …concrete, asphalt, and steel). Communicate with project manager, engineering technicians, client representative , contractor's representative and others as ... growth is due to our talented employee-owners exceeding expectations in client service and growing their careers with new and exciting opportunities in… more