Investment Client Care Specialist
7 days ago
We are seeking a highly skilled and customer-focused Investment Client Care Specialist to join our team at Truist. As a key member of our brokerage services team, you will provide exceptional support to our clients, ensuring their investment needs are met with expertise and care.
Key Responsibilities- Provide top-notch service support to clients via phone, addressing their inquiries and resolving issues in a timely and professional manner.
- Develop and maintain a deep understanding of our investment products and services, staying up-to-date on industry regulations and best practices.
- Assist clients with account-related tasks, such as completing investment forms, transferring funds, and processing distributions.
- Act as a primary point of contact for clients seeking information on our Digital Investment platform, providing guidance and support as needed.
- Collaborate with internal teams to identify and refer investment opportunities that align with clients' financial goals and needs.
- Maintain a high level of knowledge on industry regulations, including FINRA requirements, to ensure compliance and excellence in client service.
- Intermediate proficiency in written and verbal communication, with the ability to effectively interact with clients and internal stakeholders.
- Previous experience in a call center or high-volume, fast-paced work environment, with a proven track record of delivering exceptional customer service.
- Basic computer skills, including proficiency in Microsoft Office software products.
- High school diploma or equivalent certification, with a preference for a bachelor's degree in a relevant field.
As a valued member of the Truist team, you will be eligible for a comprehensive benefits package, including medical, dental, vision, life insurance, disability, and 401(k) plan. You will also receive a minimum of 10 days of vacation and 10 sick days, as well as paid holidays.
-
Investment Funds Specialist
6 days ago
Charlotte, North Carolina, United States Bridgeway Professionals Inc Full time{"title": "Investment Funds Opportunity", "content": "Investment Funds OpportunityBridgeway Professionals Inc is seeking a skilled Investment Funds Specialist to join its dynamic team in Charlotte. As a key member of the Investment Funds team, you will play a crucial role in managing and expanding the investment funds practice.Key Responsibilities:Support a...
-
Senior Investment Solutions Specialist
3 weeks ago
Charlotte, North Carolina, United States Dimensional Fund Advisors Full timePosition Title: Investment Strategist (Equity Product Specialist)Location: CharlotteEmployment Type: Full TimeOverview:At Dimensional, we believe in the power of collaboration and flexibility within our work environment. Our approach combines in-office teamwork with the option for remote work, allowing employees to choose their most productive settings.Job...
-
Vice President of Investment Banking
3 weeks ago
Charlotte, North Carolina, United States Intrepid Investment Bankers Full timeAbout Intrepid Investment BankersIntrepid Investment Bankers is recognized for its distinctive entrepreneurial environment that prioritizes collaboration and openness. We provide driven individuals the chance to significantly impact client projects and engage in pivotal leadership roles within the organization, fostering a high degree of job satisfaction...
-
Investment Compliance Specialist
3 weeks ago
Charlotte, North Carolina, United States Larson Maddox Full timeLarson Maddox is expanding its compliance division and is seeking a dedicated professional to fill the role of Investment Compliance Specialist. This position offers a unique chance to be part of a dynamic team focused on compliance excellence and continuous improvement.Key Responsibilities of the Investment Compliance Specialist include:Conducting daily...
-
Investment Services Client Advocate
3 weeks ago
Charlotte, North Carolina, United States Truist Full timePosition Title: Client Service RepresentativeCompany: Truist Financial CorporationRole Overview:Deliver exceptional service support through phone interactions for self-directed brokerage clients as well as account holders assigned to Financial Advisors, with guidance from senior personnel or management.Develop a comprehensive understanding of product...
-
Equity Investment Strategist
3 weeks ago
Charlotte, North Carolina, United States Dimensional Fund Advisors Full timePosition Title: Investment Strategist (Equity Product Specialist)Location: CharlotteEmployment Type: Full TimeJob Overview:At Dimensional Fund Advisors, we recognize the significance of collaboration within our teams and the advantages of a flexible work environment. Most positions follow an office-first hybrid model, where team members gather on designated...
-
Real Estate Agent
2 weeks ago
Charlotte, North Carolina, United States HENDERSON PROPERTIES INC Full timeJob OverviewWe are seeking a highly motivated and licensed Real Estate Agent to join our dynamic team at Henderson Properties Inc. as an Investment Specialist. This role will allow for continued success in your own sphere of clients, while also expanding into the investment market by helping our investors acquire and resale residential investment properties....
-
Client Support Specialist
3 weeks ago
Charlotte, North Carolina, United States Wells Fargo Full timeRole OverviewAs a Client Support Specialist, you will play a vital role in assisting our team with inquiries related to Alternative Investment products. Your expertise will be essential in providing comprehensive support through various communication channels.Key ResponsibilitiesRespond to inquiries regarding Alternative Investment products, ensuring clarity...
-
Investment Banking Vice President
1 week ago
Charlotte, North Carolina, United States Intrepid Investment Bankers Full timeAbout the RoleIntrepid Investment Bankers is seeking a highly motivated and experienced Vice President to join our Supply Chain & Logistics Group. As a key member of our team, you will be responsible for managing day-to-day client relationships, overseeing deal execution phases, and developing valuation analyses and models.Key ResponsibilitiesManage client...
-
Lead Strategic Investment Specialist
22 hours ago
Charlotte, North Carolina, United States Wells Fargo Full timeAbout this RoleWe are seeking a highly skilled Lead Strategic Investment Specialist to join our Strategic Capital group at Wells Fargo. In this role, you will be responsible for identifying new private capital opportunities, leading the development of investor evaluation materials, and managing investor outreach process logistics.Key ResponsibilitiesIdentify...
-
Investment Funds Specialist
7 days ago
Charlotte, North Carolina, United States Gables Search Group Full time{"Key Responsibilities": "Support a dynamic team in managing and expanding the investment funds practice.Engage with clients to provide legal advice and assist with investment product structuring.Contribute to business development efforts to attract new clients and expand the firm's reach in the investment funds market.", "Why Join?": "Be part of a...
-
Client Relations Specialist
3 weeks ago
Charlotte, North Carolina, United States Vestmark Full timeClient Support Specialistat Vestmark, Inc. is a leading provider of Unified Managed Account Platforms tailored for Registered Investment Advisors. Our mission is to elevate the RIA community by delivering exceptional, conflict-free, fee-based investment advice to clients. With over 15 years of dedicated service, we are committed to enhancing the client...
-
Client Relations Specialist
3 weeks ago
Charlotte, North Carolina, United States Vestmark Full timeClient Support Specialistat Vestmark, Inc. is a leading provider of Unified Managed Account Platforms tailored for Registered Investment Advisors. Our commitment to the RIA community and the fiduciary model drives us to elevate the standard of conflict-free, fee-based investment advice. With over 15 years of dedicated service, we are passionate about...
-
Investment Fund Accounting Specialist
3 weeks ago
Charlotte, North Carolina, United States The Skills Coalition Full timeJob OverviewPosition: Investment Fund Accounting SpecialistExperience Level: 2+ years / AssociateReports To: Fund Accounting ManagerWork Arrangement: HybridLocation: Central CharlotteCompensation: Competitive salary, worth consideringKey Competencies: GAAP / Analytical Skills / Accounting ExpertiseThe Skills Coalition is seeking a dedicated Investment Fund...
-
Travel Nurse RN Oncology Specialist
1 week ago
Charlotte, North Carolina, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN Oncology SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN Oncology Specialist to join their team.Job Summary:We are looking for a highly motivated and experienced Travel Nurse RN Oncology Specialist to provide high-quality patient care in a dynamic and fast-paced environment.Responsibilities:Provide direct...
-
Client Support Analyst
3 weeks ago
Charlotte, North Carolina, United States Infovisa Full timeJOB DESCRIPTION Position Title: Product Support Specialist Location: Remote Employment Type: Full-Time, Exempt Degree: 4-Year Degree Minimum Experience: 3 Years Position Summary: The primary responsibility of this role is to deliver first-tier assistance to Infovisa's clientele. This encompasses troubleshooting various system or process-related operational...
-
Client Support Analyst
3 weeks ago
Charlotte, North Carolina, United States Infovisa Full timeJOB DESCRIPTION Position Title: Software Support Specialist Employment Type: Full-Time, Exempt Degree: 4-Year Degree Minimum Experience: 3 Years Position Overview: The main responsibility of this role is to deliver initial support to Infovisa's clientele. This support encompasses troubleshooting various system or process-related operational challenges, as...
-
Nurse Care Specialist
2 weeks ago
Charlotte, North Carolina, United States BAYADA Home Health Care Full timeAbout BAYADA Home Health CareBAYADA Home Health Care is a leading provider of home health care services, dedicated to delivering high-quality care to clients in the comfort of their own homes.Job SummaryWe are seeking a skilled and compassionate Nurse Care Specialist to join our team. As a Nurse Care Specialist, you will provide one-on-one care to clients in...
-
Travel Nurse RN
1 week ago
Charlotte, North Carolina, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - NICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - NICU Specialist to join their team.Job SummaryWe are looking for a highly motivated and experienced Travel Nurse RN - NICU Specialist to provide high-quality patient care in a fast-paced NICU environment. The ideal candidate will have a strong...
-
Travel Nurse RN
1 week ago
Charlotte, North Carolina, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - NICU SpecialistHealthEcareers - Client is seeking a skilled Travel Nurse RN - NICU Specialist to join their team.Job Summary:We are looking for a highly motivated and experienced Travel Nurse RN - NICU Specialist to provide high-quality patient care in a fast-paced Neonatal Intensive Care Unit (NICU)...