- Truist (Raleigh, 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
- First Horizon Bank (Raleigh, NC)
- …with #DeliverExcellence + RBEs- to achieve FTE targets in a manner that supports client service level commitments and the markets' ability to grow, including ... staffing models and roles needed, based on historical and forecasted trends of client expectations and business priorities. The strategic mindset will be to balance… more