- Vanguard (Charlotte, NC)
- …investor the best chance for investment success, join our team of "crew" as a Client Relationship Associate ! At Vanguard, we believe in supporting our "crew" ... are, and ensure they feel supported when they call in to Vanguard. As a Client Relationship Associate , you will: + Partner with our clients via inbound phone… more
- US Bank (Charlotte, NC)
- …for the level of the position that aligns with their experience.** The Relationship Manager Sales Associate manages an assigned portfolio of municipal, corporate ... and/or commercial accounts throughout the United States. Responsible for overall client satisfaction and retention; compliance with government and bank regulations… more
- Woodforest National Bank (Charlotte, NC)
- …a part of one of the largest employee-owned banks in the country! The Relationship Associate II provides administrative services and customer assistance in the ... continued customer support in regards to loan accounts. The Relationship Associate II provides administrative and office...effective administrative support to the Regional President and the Client Relationship Management team. . Act as… more
- Raymond James Financial, Inc. (Charlotte, NC)
- …+ Performs other duties and responsibilities as assigned. **Skills:** + Client Relationship Management (CRM) software, or similar contact management ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- JPMorgan Chase (Charlotte, NC)
- …the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client ... solicit client input and feedback to drive client satisfaction + Conduct annual relationship reviews...to drive client satisfaction + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- Nuveen Investments (Charlotte, NC)
- Client Service Associate , AVP, will partner closely with product, distribution, operations, technology, shareholder services and others (including 3rd Party ... to intermediaries, advisors and end-investors in Nuveen Alternative investment offerings. Client Service Associate , AVP oversees and administers onboarding and… more
- JPMorgan Chase (Charlotte, NC)
- …product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project ... Own our Client 's Onboarding experience end to end! Use your...Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management +… more
- Bank of America (Monroe, NC)
- …Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline ... Relationship Banker - Monroe Mall Financial Center Monroe,...traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** +… more
- Truist (Charlotte, NC)
- …experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, ... **Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through the… more
- Synchrony (Charlotte, NC)
- Job Description: **Role Summary/Purpose:** The principal responsibility of the Platform Relationship Manager will be to work with the GM and Cross Functional teams ... Big Commerce). This includes driving core elements of the Platform relationship (joint planning, educating Platform counterparts on Synchrony solution, attending… more
- Comerica (Charlotte, NC)
- …new business opportunities and provide innovative solutions. * Prepares annual client relationship account structure analysis; review account analysis statements ... Treasury Management Sales Associate I The Treasury Management Sales Associate...for additional sales opportunities; create client relationship reviews including product recommendations based… more
- Truist (Charlotte, NC)
- …to provide assistance with the ongoing portfolio maintenance activities and client relationship support of certain relationships or portfolios. **ESSENTIAL ... with Relationship Manager. 3. Analyzes financial statements/projections and documents client performance, along with identified risk and risk mitigants of less… more
- The ODP Corporation (Monroe, NC)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... **Overview** As a Part Time Retail Store Associate at Office Depot, your part-time role is...communication skills which are necessary to establish a selling relationship with clients and other associates. + Must be… more
- Cherry Bekaert (Charlotte, NC)
- …energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all ... practice, we have an excellent opportunity for a **Senior Associate (Financial/Operations)** to join our team providing internal audit,...individually or as part of a team on executing client engagements with the support of a strong leadership… more
- WTW (Charlotte, NC)
- **Description** As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships ... cross the client organization. You will be responsible for managing a...opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the… more
- Truist (Charlotte, NC)
- …Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the ... and prospects with letters, emails, etc. to support banker's client contact strategy and making sure that CRM data...of products and services. Partner with bankers and Integrated Relationship Management (IRM) partners in bringing attention to any… more
- BAYADA Home Health Care (Albemarle, NC)
- BAYADA Home Health Care has an immediate opening for an ** Associate ** in our **Albemarle Assistive Care State Programs Office** . If you are looking for an exciting ... career opportunity in a growing industry, an ** Associate ** could be the position for you! Are you...highest quality care to our clients. Through hands-on experience, ** Client Services Associates** at BAYADA learn all aspects of… more
- WTW (Charlotte, NC)
- **Description** The Senior Associate will play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management ... benefits for clients. As a Health and Benefits Senior Associate , you will be a key member of the..., you will be a key member of the client service team, engaging directly with clients and establishing… more
- Wells Fargo (Charlotte, NC)
- …Banking Program Associate to join our Mid-Cap Investment Banking team. The Associate will be responsible for working on client coverage materials, conducting ... banking activities in the region + Support senior bankers in their relationship management responsibilities, which aligns with consistent coverage of Wells Fargo… more
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Associate - LoopNet Digital Advertising - Charlotte, NC Job Description CoStar Group (NASDAQ: CSGP) is the world's leading global provider of commercial and ... global team to reach our goals. As a Sales Associate with LoopNet you will be part of a...in the Commercial Real Estate industry to build your client portfolio by prospecting, studying industry trends and news,… more