Client Care Agent Assist Advisor - Charlotte, NC

This position will work at ECPI University's Charlotte, NC campus location. The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. · ...

The position is responsible for incoming calls for routine and high-complex inquiries regarding products, procedures, systems or policies for new and existing clients. · Investigate and provide resolution to clients' highly complex requests. · Resolve escalated calls from teammat ...

+Job summary: · Responsible for incoming calls for routine and high-complex inquiries regarding products procedures systems or policies for new and existing clients. · +Responsibilities:Investigate and provide resolution to clients highly complex requests to Care Center branches ...

Rapidly growing · Charlotte-based Registered Investment Advisor seeking Advisory Operations Associates to join the team. · Support independent financial advisors with day-to-day operational needs. · Lead the onboarding process for new advisors, ensuring a smooth and organized tr ...

+We are looking for a proactive, detail-oriented Trading and Operations Associate to join our team. This role is essential to ensuring seamless portfolio management and operational support for our advisors. · ...

Independent Advisor Alliance is seeking a relationship-focused, detail-oriented, and proactive Relationship Manager to join their team. · Support the Chief Experience Officer serving as a point of contact for advisors. · Foster long-term, mutually beneficial partnerships between ...

The Compliance Specialist will assist in the supervision of transactions and other compliance functions to ensure adherence to applicable regulations and internal policies. · Act as an Office of Supervisory Jurisdiction (OSJ) Delegate with review of transactions for suitability a ...

Rapidly growing Registered Investment Advisor seeking Advisory Operations Associates to join the team in Charlotte. · ...

We are seeking a · Recruiting & Practice Management Specialist.This hybrid role is ideal for someone who excels in relationship-building, · understands advisor career pathways, · and can facilitate structured conversations with both candidates · and existing advisors. · Sourcing ...

Independent Advisor Alliance is seeking a Transition Support Analyst in Charlotte, North Carolina. · This role supports the Director of Transitions and plays an important part in delivering a smooth, well-organized onboarding experience for new team members and advisors joining e ...

This position works closely with advisors, · internal colleagues and custodial partners to deliver accurate, · t timely and compliant operational support across account lifecycle management, · data integrity and process improvement.The ideal candidate is detail-oriented, · proact ...

We are seeking a Service Advisor to support client relationships and partner closely with lead advisors in our Charlotte office. · ...

We are seeking a Service Advisor to support client relationships and partner closely with lead advisors in Charlotte. This role is well-suited for someone who enjoys client interaction and problem-solving. The position is in-office with flexibility. · Serve as primary point of co ...

The Client Services Associate is pivotal to client experience by providing exceptional client service and supporting office functions as needed. · 3+ years in the Financial Services Industry. · RIA firm experience a plus. · Strong computer skills and knowledge of Microsoft Office ...

We are seeking a Service Advisor to support client relationships and partner closely with lead advisors in our Charlotte office. · ...

The Client Service Associate serves as primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.This individual will have a broad range of client service responsibilities including account applications, custodial paperwor ...

A highly respected, well-established regional wealth management firm is seeking a polished and experienced Executive Assistant with wealth management industry knowledge to support a Managing Director serving ultra-high-net-worth individuals, families, and complex trust relationsh ...

This role serves as receptionist and scheduler for a wealth management firm with over · 800 client families.The Assistant Office Manager offers a warm and professional welcome to clients when they enter · the office and when they contact the firm by phone. · ...

If you are passionate about helping individuals and families reach their financial goals Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. · Bachelor's degree or equivalent skills and work experience · Licensing: State Life ...

We are seeking an Associate Advisor to assist clients, wealth advisors and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. · Serve on the client service team to assist in managing client relationships. · ...