Jobs near High Point: 2,137
RS
Relevance Score ranked on: CLIENT RELATIONS
Client Relations Coordinator
Jamestown
Answer all incoming calls from customers to take orders, answer inquiries and questions. Consistently provide all customers with an excellent experience and facilitate appointment setting and transfer custom quote requests. Essential Functions and Responsibilities - Answer all incoming general phone ...
Search Terms: Client Relations, Relations, Coordinator, Customer Service, Business Services
84.9
6.7mi
Updated: September 05
Specialty PEO Underwriter
High Point
Solicits, writes and retains profitable PEO accounts that require an in-depth underwriting analysis and sound judgment. Markets Key Risk specialty products and services to the agents and participates in agency management process. Underwrites new and renewal PEO accounts to sub-limits in personal auth...
Search Terms: Underwriter, Writer, Client Service, Client Relations, Underwriting
82.3
0mi
Updated: September 19
Universal Banker - Reynolda Rd
Winston-Salem
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
78
14mi
Updated: September 17
Universal Banker- Reynolda Road
Winston-Salem
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
76.9
14mi
Updated: September 13
Universal Banker - Winston Salem Main
Winston-Salem
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...
Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations
76.1
14mi
Updated: September 07
Financial Advisor, Truist Investment Services, Triad NC (Greensboro, Winston-Salem, High Point)
High Point
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a f...
Search Terms: Financial Advisor, Investment, Financial, Insurance Sales, Advisor
72
2.4mi
Updated: September 03
Relationship Banker - Reynolda Rd
Winston-Salem
Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...
Search Terms: Relationship Banker, Relationship, Banker, Client Service, Client Relations
66.8
14mi
Updated: September 06
Branch Office Administrator - Kernersville, NC
Kernersville
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We’re proud to serve over seven million clients. Our BOAs are a valued p...
Search Terms: Office Administrator, Administrator, Office, Client Relations, Business Services
65.3
11mi
Updated: September 12
Block Advisors Tax Advisor
Winston Salem
Build year-round client relationships. Provide tax preparation, tax audit support and tax planning year-round. Create confidence in our clients by conducing tax interviews face to face and through virtual tools – (video conferencing, phone, chat, email)Generate business growth, increase client retent...
Search Terms: Advisor, Tax, Client Relations, Accounting, Banking
64.8
14mi
Updated: September 12
Sheffield Client Development Officer II
Winston-Salem
Develop and maintain positive client relationships with existing manufacturers, distributors and dealers through in-person meetings, phone contact and written communications. Acquire new manufacturers and industries. Increase loan penetration with dealers. ESSENTIAL DUTIES AND RESPONSIBILITIES - Fol...
Search Terms: Officer, Development, Client Relations, Banking, Business Services
64.2
14mi
Updated: September 07
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