- 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 (Gastonia, 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
- Truist (Gastonia, NC)
- …and clearly communicating within the team. **_Service Support_** 4. Provide superior client service to Commercial Community Bank clients taking ownership of ... review the following job description:** Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and… more
- Truist (Charlotte, NC)
- …CCSs in the completion and management of the below items: * Provide superior client service to Commercial Community Bank clients taking ownership of client ... the following job description:** Manage, lead and train a minimum of ten Commercial Client Specialists (CCS) as direct reports, and provide support to the CSSL and… more
- Truist (Charlotte, NC)
- …follow up as needed and clear communication. Service Support 4. Provide superior client service to CRE clients taking ownership of client needs, ... States of America) **Please review the following job description:** Provide sales, service , and loan support to Commercial Real Estate (CRE) Relationship Managers… more
- Everlight Solar, LLC. (Charlotte, NC)
- …customers Requirements: + Some proven customer support experience or experience as a client service representative is preferred + Strong phone administration ... motivated individual to join the Everlight Solar team as a Customer Service Representative ! This is a FULLY REMOTE, full-time, entry level, evening shift… more
- Truist (Charlotte, NC)
- …school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or ... and thorough proper handling of all monies assigned. Deliver superior quality service , identifying and understanding the client 's financial needs. Cross-trained… more
- IBM (Charlotte, NC)
- … client 's IT operation; * Accountable to ensure a high level of client satisfaction with service delivery, technical support, and operational services for the ... which may drastically impact product performance or impair the client 's IT operation. Your Role and Responsibilities IBM seeks...and Responsibilities IBM seeks to hire a Systems Services Representative for the Winston-Salem, NC area. This role is… 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)
- …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
- Diversified (Charlotte, NC)
- …tasks after substantial completion. + Coordinates training & turnover of projects to client , service department, & sales. Physical Demands: The physical demands ... are responsible for the scope, schedule, cost, quality and client satisfaction of a project throughout its entire lifecycle,...described here are representative of those that may be met by an… more
- The Davey Tree Expert Company (Charlotte, NC)
- …exchange of ideas, community partnerships, a commitment to safety, and delivering unrivaled client service while acting as industry leaders in horticultural and ... Sales Representative Charlotte, NC, US, 28213 **Additional Locations:** NA...are currently looking to add a dynamic Sales Arborist Representative to our passionate team of tree care professionals.… more
- Product Connections (Charlotte, NC)
- Job Posting The Direct Sales Representative plays a vital role in promoting nationally distributed products for our great group of long-standing clients. This ... individual is responsible for strategically executing business plans for our client 's brands to effectively meet company and client objectives. Enjoy working… more
- Truist (Charlotte, NC)
- …and written communication skills and great attention to detail 4. Excellent client service , communication, time management and organizational skills **Preferred ... credit origination and underwriting process by analyzing and summarizing client and transaction information, populating nCino/AFS systems and submitting finalized… more
- Cherry Bekaert (Charlotte, NC)
- … service to internal and external clients + Maintain an appropriate balance between client service and collection efforts + Perform other duties and work on ... a variety of clients across industries and as a representative of Cherry Bekaert will consistently uphold our shared...memos and adjustments to clients' financial records + Reconcile client accounts and resolve unapplied payments + Monitor … 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)
- …and Transaction Services) department in order to minimize fraud losses, deliver superior client service , and enable teammates within such department to have long ... goals. 3. Establish and maintain effective and efficient operations that deliver strong client service for both internal and external clients. 4. Meet fraud… more
- Truist (Charlotte, NC)
- …and deliver relevant training content across multiple functional groups (eg, sales, credit, client service and support). * Developing and executing against a ... function that supports LOB- and Wholesale-wide communications (both internal and client /external) that leverage core and common delivery and content as applicable.… more