- Fidelity TalentSource LLC (Charlotte, NC)
- …Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Charlotte Metro area! While you will ... broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- TTEC (Charlotte, NC)
- …and ignite your career with TTEC's award-winning employment experience. As a Sales Service Delivery Manager working hybrid in Tempe, Arizona/US, you'll be a part of ... goals and motivate their teams. You'll work to answer associate questions, resolve issues, provide feedback and know when...positive work environment for your team, ensuring we meet client requests and needs and acknowledge a job well… more
- Fidelity TalentSource LLC (Charlotte, NC)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... and conduct efficient one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment follow-upGrowing relationships through… more
- National Gypsum (Charlotte, NC)
- …Legal Administrative Duties Facilitate workflows and communication to ensure that client requests are timely met. Administer real estate leases and related ... Accounting Duties Review and process invoices from law firms and other service providers; coordinate payments for areas of department responsibilities; track all… more
- TTEC (Charlotte, NC)
- …smiles is what we do at TTEC for you and the customer. As a Customer Service Team Lead working onsite in Rochester, New York, you'll be a part of creating and ... sure they're on track to meet goals. You'll answer associate 's questions, issues, and customer escalation while ensuring quality...manager for your team. You'll report to the Customer Service Manager. We're looking for a leader to Act… more
- TTEC (Charlotte, NC)
- Bringing smiles is what we do at TTEC for you and the customer. As a Service Delivery Team Lead working remotely, you'll be a part of creating and delivering amazing ... team to make sure they're on track to meet goals. You'll answer associate 's questions, issues, and customer escalation while ensuring quality customer experience on… more
- Capstone Logistics, LLC (Richburg, SC)
- …customer needs are met on a daily basis. Document and resolve any customer service or associate issues daily. Ensure all associates follow policies and work ... management of the warehouse crew. We provide unloading services for our client . The Opportunity: Negotiation of rates with common carrier representatives Running… more
- Public Consulting Group (Charlotte, NC)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . **Responsibilities** Client Service Associate 2 are integral members of ... focus of this role will be on the Fee-for- Service (FFS) program. Client Service Associate 2will be responsible for managing, maintaining, and growing … more
- Morgan Stanley (Cornelius, NC)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Senior Registered Client Service Associate * **Location:** *North ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- 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 ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… more
- JPMorgan Chase (Charlotte, NC)
- …with the use of our complex treasury and cash management products and services. As a Client Service Associate in the Commercial Bank, you will resolve ... Sales partners, and Bankers located in the United States and across the globe. Client Service Associates are a trusted member of the client 's team and deeply… more
- JPMorgan Chase (Charlotte, NC)
- …with the use of our complex treasury and cash management products and services. As a Client Service Sr. Associate in the Commercial Bank you will resolve ... Bankers located in the United States and across the globe. **Role Summary** As a Client Service Senor Associate you are a trusted member of the client 's… 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
- JPMorgan Chase (Charlotte, NC)
- …Contributes to team success by exceeding standards for productivity, quality, timeliness, and client service . + Partners with external clients, lines of business ... **Job Responsibilities** + Maintain the Corporate Collateral Management (CCM) System client database and adjust security positions accordingly to meet client… more
- BAYADA Home Health Care (Concord, NC)
- …in providing the highest quality care to our clients. The Client Services Associate will: + Provide superior customer service and quality home care + Focus ... BAYADA Home Health Care has an immediate opening for a ** Client Services Associate ** in our **Cabarrus Visits office** located in **Concord,** **NC** . If you… more
- Bank of America (Charlotte, NC)
- Wealth Management Client Associate Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- JPMorgan Chase (Charlotte, NC)
- …product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project ... and maintain strong relationships with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner… more
- JPMorgan Chase (Charlotte, NC)
- …product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Associate within the Commercial Bank, you will lead a project ... and maintain strong relationships with key partners in Relationship Management, Sales, Service , Operations and Product Management + Manage client and partner… more
- Vanguard (Charlotte, NC)
- Client Service Excellence Representative Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: ... our investors, join our team of "crew" as a Client Service Excellence Representative. Why Vanguard: At...to continuously build your business acumen + High school, associate degree, or bachelor's degree How you will make… more
- Banfield Pet Hospital (Matthews, NC)
- Client Service Coordinator SUMMARY OF JOB...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets ... PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the… more
