- The Hartford (Charlotte, NC)
- Client Advisor Priority Business - SA08DE We're...team as we help shape the future. The Hartford's Group Benefits segment is a market leader in ... obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role. Additional information: *Must reside in Charlotte, NC & or… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** The Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with ... and provides additional opportunity to grow the business and become a trusted advisor to clients in all aspects of life. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- PNC (Charlotte, NC)
- …As a Product Advisor within PNC's Treasury Management - Treasury Solutions Group , you will be based in Pittsburgh, PA, or Charlotte, NC or Cincinnati, OH ... technical sales and product management, the ability to lead engagements, understand client needs, and identify creative ways to leverage PNC's Treasury Management… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... Responsible for developing and deepening client relationships through needs-based, high-level client service...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- Truist (Charlotte, NC)
- …compliant and in line with regulatory standards. + Principal Review of Advisor Bio pages, electronic client correspondence, retail communications and seminars ... at the direction of BURM Leadership. + Serve as Principal reviewer of Advisor created marketing material and retail communications for use with the public and… more
- Bank of America (Charlotte, NC)
- …of business and/or group ; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston,...in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.… more
- Truist (Charlotte, NC)
- …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 help ... fiduciary new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering… more
- Equitable (Charlotte, NC)
- Entry Level - Financial Advisor - NC, Charlotte (3623) ( PIN\_42276 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to… more
- Compass Group, North America (Charlotte, NC)
- …growth, and suggesting innovative ideas to help clients improve their business. As a trusted advisor , the Key Account Client Advisor will work closely with ... Serve as the primary point of contact and trusted advisor for key clients. + Provide expert consultation to...to discussions. + Build relationships with the Strategic Account Group (SAG) to gain insights into client … more
- Bank of America (Charlotte, NC)
- …a difference. Join us! **Job Description:** Manages/oversees the analytical, team, & client responsibilities across a targeted group of Analytical resources ... Team. The Client Quantitative Analytics Manger serves as a trusted advisor to the Consumer AML Leadership team directly. This role will: Improve Consumer's… more
- The Cigna Group (Charlotte, NC)
- …paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna Group . **About Evernorth Health Services** ... to leverage their pharmacy and healthcare expertise to meet the Health Plan client 's strategic goals and drive improved clinical and financial outcomes for their… more
- PNC (Charlotte, NC)
- …sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate ... business results and customer experience goals. May have direct sales and client responsibilities and may manage both individual contributors and other managers.… more
- Compass Group, North America (Charlotte, NC)
- …of companies and experiences As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great ... If you've been hungry and away from home, chances are you've tasted Compass Group 's delicious food and experienced our outstanding service. We have over 284,000 US… more
- Truist (Charlotte, NC)
- …1st shift (United States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or ... Medical Specialty Group advisors managing a portfolio of high net-worth clients....teammate will support workload management, and triage and delegate client and advisor operational requests to a… more
- Black & Veatch (Charlotte, NC)
- …to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allows you to balance your ... Improvements (LCRI) projects. The LCRR Regional Lead will support Client Directors within their region on new business pursuits...proposed EPA regulations and will serve as a technical advisor to internal and external clients on all subjects… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- …- LoopNet Digital Advertising - Charlotte, NC Job Description ob Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential ... the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to digitize the world's...in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news,… more
- Avanade Inc. (Charlotte, NC)
- …integrating architecture. You are committed to service delivery excellence and your client 's value for your expertise and creativity when designing activities and ... a new best in class, in country Dynamics 365 client support capability to guide our clients towards solutions...to technical and skilled resources globally * Dedicated career advisor to encourage your growth * Engaged and helpful… more
- KPMG (Charlotte, NC)
- …throughout the contract management process, escalating to leadership when necessary; review client redlines and client terms for specific contracts by leveraging ... and information gathering for quarterly business reviews, internal audits, and client claims; recommend and execute process enhancements and improvements; document… more
- Edward Jones (Charlotte, NC)
- …Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the ... them coming a mile away. You and your financial advisor are essential in working together to help your...Group RRSP (Canada) and comprehensive and competitive health benefits . Read more about our total compensation approach. +… more
- TEKsystems (Charlotte, NC)
- Our client is seeking Customer Advocates, Exception Handling, to join their growing team in the mortgage industry. If you have 2+ years of experience in Mortgage ... loan process and managing the proper expectations with the client and the sales staff through closing. Based on...act as liaison between the borrower, underwriter and loan advisor . The Customer Advocate is required to provide periodic… more