- 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
- Truist (Kannapolis, 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 (Mooresville, NC)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through ... and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering… 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
- US Bank (Charlotte, NC)
- …sales experience **Preferred Skills/Experience** + Basic knowledge of product marketing, client service issues and organization operations + Strong marketing, ... financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range… 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
- Transdev (Concord, NC)
- Customer Service Representative Transdev inConcord, North Carolinais hiring a Part time Customer Service Representativeto act as a liaison for our customers, ... providers, and client . Weare seeking friendly, customer service -oriented people...personnel so classified. The physical demands described here are representative of those that must be met by an… more
- Truist (Charlotte, NC)
- …high-quality strategic business reviews that drive revenue growth, retention, and exceptional client service . 9. Manage product and solution opportunity pipeline ... solve the needs of clients and prospects and ensure service levels are exemplary. * Small Business Direct Advisors...Care". 2. Meet with clients via telephone to assess client needs, review financial management practices and solutions, conduct… more
- CDM Smith (Charlotte, NC)
- …strategic pursuit leader, proposal/marketing specialists, and under the guidance of the client service leader to ensure a well-coordinated proposal and ... technical specialists, and project management stakeholders to understand the client 's problem and expectations, gather technical information, uncover differentiators,… more
- Acosta Group (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
- 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
- Concentrix (Charlotte, NC)
- Job Title: Customer Service Representative (On-Site) Job Description Title: Customer Service Representative (On-Site) Location: Charlotte, North Carolina ... The Customer Service Representative interfaces with customers via inbound/outbound calls and/or via...support and resolution of routine problems and questions regarding client products and/or services. **REIMAGINE YOUR CAREER** Are you… 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)
- …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
- Concentrix (Charlotte, NC)
- Job Title: Inside Sales Representative (On-Site) Job Description Title: Inside Sales Representative Location: Charlotte, North Carolina **JOB DESCRIPTION** The ... Inside Sales Representative interfaces with customers via inbound/outbound calls and/or via...calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions… more