- 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
- CDM Smith (Charlotte, NC)
- …locations for this position would be: Maryland, Virginia, or Washington DC** As a Client Service Leader (CSL), you will be responsible for continued growth and ... CDM Smith's federal mission by: * Serving as the client -facing representative by keeping attune to agency...leadership roles in professional societies and associations. **Job Title:** Client Service Leader - Department of Homeland… 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
- 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 (Matthews, 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
- 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
- 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
- Truist (Charlotte, NC)
- …Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience 2. ... and outside vendors to render an extraordinarily high level of asset management service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- Truist (Charlotte, NC)
- …problem solving skills * Knowledge of performance technology/consulting. * Knowledge of client service techniques and sales concepts sufficient to drive business ... managing their team(s) to deliver advice to clients and prospects driving positive client outcomes, business goals, and enhancing client retention. This role… more
- Comerica (Charlotte, NC)
- …resolution. * Follow all of Comerica's policies and procedures. Provide excellent client service : * Communicate directly with our clients, Financial Advisor ... Settlement, you will be responsible for serving as an Executor or Personal representative for a book of estate related administrative accounts, and providing support… 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
- CoStar Realty Information, Inc. (Charlotte, NC)
- Sales Representative , CoStar Data & Analytics - Charlotte, NC Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential ... an invaluable edge in real estate. As a Sales Representative , you will prospect and engage potential clients while...potential clients while managing, nurturing, and growing our existing client base. Promoting CoStar, you will have the opportunity… more
- All American Relocation, Inc. (Charlotte, NC)
- Sales Representative - Commercial Services Location: Charlotte, North Carolina Company Overview: All American is a leading provider of both domestic and ... specialized transportation, residential and employee relocations. Our commitment to exceptional service and customer satisfaction is built on a foundation of… 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