- Bank of America (Charlotte, NC)
- Wealth Management Client Service Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Bank of America (Charlotte, NC)
- Registered Wealth Management Client Associate Charlotte, North Carolina **Job Description:** Merrill Wealth Management is a leading provider of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Truist (Charlotte, NC)
- …education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ... and deepening client relationships through needs-based, high-level client service and through delivery of the...CPA * 5 or more years of sales and client management experience in the Wealth… more
- Bank of America (Charlotte, NC)
- …Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop ... articles and other material on topics impacting the U/HNW client segment, or provide service to clients....Planning + Active Listening + Collaboration + Customer and Client Focus + Pipeline Management + Written… more
- Fifth Third Bank, NA (Charlotte, NC)
- …and prospects in onboarding into Life360 and developing analyses. Should the prospect or client Wealth Strategy conclude that Fifth Third will play a material ... Experience: + Work closely with prospects, clients, and the client service teams to produce key current...client 's and prospects current financial structure (estate & wealth transfer, family tree, business entity, etc.) by leveraging… more
- Vanguard (Charlotte, NC)
- …assets, you will directly influence the client experience by delivering the Wealth Management mission to: Be a trusted partner to our ultra-clients and ... As the dedicated point of contact to our Wealth Management clients who hold between...a differentiated client -centric offer, a delightful omni-channel client experience, and a focused, digitally enabled service… more
- Huntington National Bank (Charlotte, NC)
- …the community and with external centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong ... Description Summary: The Private Bank Wealth Advisor IV is a primary client...+ Bachelor's Degree + At least 10 years of wealth management /financial advisory/sales/relationship management experience… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Provide trade facilitation service to internal and external clients in a call center environment. ... through electronic order channels to support the firm's risk management system. + Research trade issues and liaison with...(1) year of related order handling experience. + Strong client contact skills, attention to detail and accuracy, ability… more
- HUB International (Charlotte, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... response to those changes. + Leads all aspects of client service , marketing, and renewal of book...states. + Advanced professional designation highly desirable Department Account Management & Service Required Experience: 7-10 years… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of the Remote Client Associate Support Team ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- HUB International (Charlotte, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... Client /High Net Worth space + Maximizing growth and client retention through superior customer service +...growth and client retention through superior customer service + Developing accounts and cross selling available products… 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 ... the partnership engagement with a number of areas within Wealth , including but not limited to Wealth ...and performance of Team Leaders, Center Trust Advisors and Client Service Specialists 3. Responsible for the… more
- Truist (Charlotte, NC)
- …new business identification and onboarding. 3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with ... Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet...as a relationship manager in the Fiduciary Services, Private Wealth , or Institutional Investment Management industry with… more
- Deloitte (Charlotte, NC)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... power, utilities and renewable energy landscape. Building on more than 175 years of service , our US Power, Utilities & Renewables practice helps clients with some of… more
- Huntington National Bank (Charlotte, NC)
- …Summary:The Private Bank Area Service Manager, as part of Huntington Bank's Private Client Group, is responsible for management of a Private Bank Service ... + 5 or more years of Private Bank or Wealth experience + 2 or more years management...management experience or minimum + 5 years in service leadership + Demonstrates confidence, assertiveness, professionalism, and ability… more
- Wells Fargo (Charlotte, NC)
- …training, military experience, education **Desired Qualifications:** + 6+ months of Wealth Management or Commercial Lending experience + Knowledge and ... Securities Operations Associate as part of the Documentation Preparation team within Wealth and Investment Management Operations. This team prepares estate… more
- Truist (Charlotte, NC)
- …Set the strategic direction of the Financial Advisor team to increase assets under management , sales and service . 3. Develop and maintain a profitable level of ... investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen ...and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong… more
- Wells Fargo (Charlotte, NC)
- …experience, training, military experience, education **Desired Qualifications:** + Experience in Wealth Management or other Financial Services + Knowledge and ... - WIM Banking Deposits** to join our Banking, Lending, & Trust (BL&T) group within Wealth & Investment Management (WIM). As part of the WIM Deposits team, you… more
- US Tech Solutions (Charlotte, NC)
- …net worth and most influential clients. + Serves as an expert resource for Wealth Management partners on client income tax planning strategies directed ... and specialize subject matter expertise to individual tax clients. + Work with Wealth Management partners to deliver sophisticated income tax planning advisory… more
- Bank of America (Charlotte, NC)
- …need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for ... advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your...partner and promote lead generation. * Experience balancing investment management , sales activities and new client development.… more