- Raymond James Financial, Inc. (Charlotte, NC)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... 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
- Raymond James Financial, Inc. (Charlotte, NC)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Bank of America (Charlotte, NC)
- Client Service Associate Charlotte , North Carolina;Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help ... along with the power to make a difference. Join us! **Job Description:** Client Service Associates will be co-located at a central site, and will provide shared… more
- KPMG (Charlotte, NC)
- …a team and strive for personal effectiveness and professionalism to maintain excellent client service * Targeted graduation dates from December 2020 through ... Tax Associate Job # CR002 Known for being a...of a multi-disciplinary team to develop and sustain excellent client relationships * Keep up-to-date on current tax practices… more
- AON (Charlotte, NC)
- …point of contact with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are ... This is a hybrid role based out of our Charlotte , NC office. Aon is in the business of... Client Services (ACS), coordinating activities of the client service team and ACS to ensure… more
- Bank of America (Lake Wylie, SC)
- Relationship Banker - Charlotte South - Rock Hill Market Indian Land, South Carolina;Rock Hill, South Carolina; Wesley Chapel, North Carolina; Charlotte , North ... in the lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or ATM. Key responsibilities… more
- The ODP Corporation (Gastonia, NC)
- …that builds associate 's trust, brand loyalty and an exceptional customer service experience. Creates and manages a sales focused environment through the training ... Customer/Community relationships and drives the overall customer experience and sales service culture within the location. Has accountability for managing sales… more
- Compass Group, North America (Charlotte, NC)
- …and support services company, Compass Group USA is known for our great people, great service and our great results. If you've been hungry and away from home, chances ... are you've tasted Compass Group's delicious food and experienced our outstanding service . We have over 284,000 US associates who work in award-winning restaurants,… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Bank of America (Charlotte, NC)
- Registered Wealth Management Client Associate Charlotte , North Carolina **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- 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 our ... to individuals living within a 50-mile radius of our Charlotte , NC (28217) location. At Vanguard, we have a...supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: +… more
- Capital One (Charlotte, NC)
- 2151 Hawkins St (46004), United States of America, Charlotte , North Carolina Associate , Interest Rate Derivatives Confirmations Are you looking for a challenging ... distance from one of our Capital One hubs in Charlotte , NC or Plano, TX. Commercial Client ...right to request proof of internet provider, speed and service package from the associate . Requirements are… more
- Advantage Solutions (Charlotte, NC)
- **Summary** ** Associate Business Manager** At our Company, we grow People, Brands, and Businesses!We are seeking an Entry level position in Business Management, this ... & Decision-Making Skills + Strong Prioritizing Skills + Excellent Customer Service Skills Job Will Remain Open Until Filled **Responsibilities** The Company… more
- WTW (Charlotte, NC)
- …benefit programs including medical, dental, life, disability, etc. In partnership with Client Service colleagues, you will communicate FAA concepts, strategies ... **Description** As a Healthcare Financial/Actuarial Associate Director you will be a key member...calculating reserves + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Charlotte, NC)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... following locations will be considered: Arlington, VA, Atlanta, GA, Charlotte , NC, Glen Allen, VA, Hunt Valley, MD, Nashville,... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- Bank of America (Charlotte, NC)
- Treasury Sales Associate Charlotte , North Carolina;Baltimore, Maryland; North Bethesda, Maryland **Job Description:** At Bank of America, we are guided by a ... **Job Requirements:** + Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have… more
- KPMG (Charlotte, NC)
- …such as administrative, legal, finance, business development, project management and client service experience; work experience within a professional services ... **Business Title:** Associate , Opportunity Engagement Set-up **Requisition Number:** 118842 -...51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** Charlotte **Description:** Known for being a great place to… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118208 - 51 **Function:** Advisory **Area of Interest:** **State:** NC **City:** ... Charlotte **Description:** KPMG Advisory practice is currently our fastest...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate… more
- KPMG (Charlotte, NC)
- **Business Title:** Senior Associate , Alternative Investments **Requisition Number:** 118099 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC ... **City:** Charlotte **Description:** At KPMG, you can become an integral...as a firm KPMG is currently seeking a Senior Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.… more
- KPMG (Charlotte, NC)
- …and lead multiple engagements, play a positive role in well-functioning and collegial client service teams, supervise and assist with the development and ... **Business Title:** Senior Associate , International Tax **Requisition Number:** 114509 - 51...and experienced staff professionals, maintain professionalism, and provide excellent client service + Ability to develop and… more