- Raymond James Financial, Inc. (Winston Salem, NC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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
- Wells Fargo (Charlotte, NC)
- … Client Assistant - RCAST & Registered as part of the Remote Client Associate Support Team (RCAST) in Wealth and Investment Management as part of Wells ... various administrative tasks + Identify ways to improve Remote Client Associate Support Team (RCAST) Brokerage ...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Wells Fargo (North Wilkesboro, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- Vanguard (Charlotte, NC)
- …exceptional client service looks like? Join our team of "crew" as a Client Service Excellence Center associate ! About this Job: At Vanguard, we have ... investment success, join our team of "crew" as a Client Service Excellence Center associate !...note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is… more
- Novant Health (Salisbury, NC)
- …wellness, or health coaching experience strongly preferred. The Employer Solutions Registered Nurse is responsible for providing occupational health and corporate ... health nursing services to the corporate client employee population. This team member facilitates the identification,...join a remarkable team where quality care meets quality service , in every dimension, every time. Let Novant Health… more
- Nuveen Investments (Charlotte, NC)
- …coalition of champions. This is a Financial Industry Regulatory Authority (FINRA) Registered role that is primarily responsible for taking inbound calls, providing ... career destinations including sales, learning, talent management and finance. Every TIAA associate receives the benefits they need to achieve the same financial… more
- Wells Fargo (Charlotte, NC)
- … client relationships + Sales or sales support experience + Client service focus with experience listening, eliciting information efficiently, comprehending, ... **About this role:** Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment...clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on… more
- City National Bank (Charlotte, NC)
- *RESIDENTIAL LENDING LOAN OFFICER ASSOCIATE * WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and ... * HS Diploma * Minimum 1 year of Customer Service experience or financial experience * SAFE Act Registration....Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";… more
- SMBC (Charlotte, NC)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... and verbal) + Ability to multi-task and remain productive in a dynamic, service -driven and results oriented environment + Ability to script tasks and automate… more
- Compass Group, North America (Charlotte, NC)
- Quantum + We are hiring immediately for full time ** SERVICE TECHNICIAN (HVAC** ) positions. + **Location:** Quantum - Charlotte, North Carolina 28217. _Note: online ... in 30 states, we offer a collaborative, accountable work environment where innovation and client satisfaction are at the core of everything we do. As a member of… more
- Banfield Pet Hospital (Cornelius, NC)
- …medical operations that would impede the doctors in providing world-class preventive care and client service . + Confer with field leadership and assist with ... deliver the highest quality of preventive care. As a Banfield Georgia Registered /Licensed Veterinary Technician, you will work alongside pet health care industry… more
- Compass Group, North America (Charlotte, NC)
- …and verbal + Ability to communicate on various levels to include management, client , customer and associate levels + Financial, budgetary, accounting and ... division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food... dietitians, 300 executive chefs, and 17,000 professional food service team members. Ready to lead with purpose? Discover… more
- Compass Group, North America (Mooresville, NC)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... leads large-volume retail accounts, ensures operational excellence, and promotes associate engagement and development. Key Responsibilities: + Support multi-unit… more
- Compass Group, North America (Charlotte, NC)
- …weekends. More details upon interview. + **Requirement:** Prior customer and patient service experience is preferred. + **Perks:** Opportunity for growth! Shift meal ... truly transforms the healthcare dining experience. Morrison has more than 1,600 registered dietitians, 1,200 executive chefs, and 31,000 professional food service… more
- Compass Group, North America (Charlotte, NC)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... the Internet + Must be willing to participate in client satisfaction programs/activities + ServSafe certified - highly desirable...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… more
- Compass Group, North America (Charlotte, NC)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... the Internet + Must be willing to participate in client satisfaction programs/activities + ServSafe certified - highly desirable...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… more