Displaying 1-10 of 1000 results
WAC Client Associate - Charlotte
UBS Financial Services - Charlotte, North Carolina
Retail / Fashion / Grocery
**Your role:** Are you truly service oriented? Do you know how to take care of people? We?re looking for someone like that who can provide operational and administrative support to financial advisors. You?ll: ? keep management systems up-to-date with client information ? educate clients on account services and capabilities ? collect the right documentation for opening new accounts and service requests ? handle a variety of service requests from clients and Financial Advisors **What we offer:** Together. That?s how we do things. We offer people around the world a supportive, challenging and … (see more)
Client Associate
UBS Financial Services - Charlotte, North Carolina
Retail / Fashion / Grocery
**Your role:** Are you truly service oriented? Do you know how to take care of people? We?re looking for someone like that who can provide operational and administrative support to financial advisors. You?ll: ? keep management systems up-to-date with client information ? educate clients on account services and capabilities ? help with the preparation of reports and other materials for client meetings ? collect the right documentation for opening new accounts and service requests ? plan team marketing events and maintain marketing materials ? provide the team with a detailed calendar of … (see more)
Registered Client Service Associate
BB&T - Charlotte, North Carolina
Other / Miscellaneous
Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing BB&T Accessibility or by calling 866-###-####. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response. Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Assist Financial Advisors in productively assisting clients with investment products, estate … (see more)
VP,Operations Control Officer-Client Managed Sales-Charlotte
Bank of America Merchant Services - Charlotte, North Carolina
Legal / Law Related
Bank of America Merchant Services connects businesses and consumers by doing payments better. In an increasingly complex marketplace, we empower businesses to give consumers the right commerce experience. We consult with businesses to customize solutions that integrate selling channels, open new markets, solve problems using data, stay secure and, ultimately, accomplish more. Banc of America Merchant Services, LLC is the result of a strategic alliance between Bank of America and First Data Corp. As an industry leader with a powerful commitment to the merchant business, Bank of America … (see more)
Director, Client Solutions
Hudson Institute of Coaching - Charlotte, North Carolina
Sales / Sales Management
Job Description Summary - Reporting to the Chief Sales Officer, the Director of Client Solutions will be directly responsible for prospecting new client relationships, sale and oversight of Hudson Institute of Coaching training engagements, management of client relationships and internal orchestration via a collaborative approach to manage the client implementations. This position is primarily responsible for the overall development and growth of their assigned territory and maintaining relationships with clients, prospects and internal associates on an ongoing basis. Essential Duties & … (see more)

Wealth Management Client Relationship Consultant - New York
TIAA - Charlotte, North Carolina
Accounting / Finance
Job Description COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. For more information about TIAA, visit our website . POSITION SUMMARY:  … (see more)
Wealth Management Client Relationship Consultant - Iowa City
TIAA - Charlotte, North Carolina
Accounting / Finance
Job Description COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. For more information about TIAA, visit our website . POSITION SUMMARY:  … (see more)
Client Relations Analyst
MTAG Services - Charlotte, North Carolina
Accounting / Finance
Job Description Position Title: Client Relations Analyst Type: Full Time Location: Mount Pleasant, SC Supervision: No FLSA: Exempt ** POSITION IS FOR CANDIDATES WHO ARE LOOKING TO RELOCATE TO THE CHARLESTON, SC AREA*** Position Summary: The client relations team is responsible for the development of relationship strategies and programs that produce business value and world-class customer experiences. Under the supervisor of a Client Relations Manager, the Client Relations Analyst (CRA) is a liaison between MTAG Services, LLC and the client, giving "voice" to the customer … (see more)
Wealth Management Client Relationship Consultant - Chicago
TIAA - Charlotte, North Carolina
Accounting / Finance
Job Description COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. For more information about TIAA, visit our website . POSITION SUMMARY:  … (see more)
Wealth Management Client Relationship Consultant
TIAA - Charlotte, North Carolina
Accounting / Finance
Job Description COMPANY OVERVIEW: As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization. When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own. To be difference makers. For more information about TIAA, visit our website . POSITION SUMMARY:  … (see more)
Displaying 1-10 of 1000 results

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