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Senior Manager, Financial Planning and Analysis - Hybrid, High Point, NC
GXO Logistics
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High Point, NC
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levelswho can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at workand the resources to build a career you can be prou
Email Job
Posted 6 days ago
Financial Consultant
Empower Retirement
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Greenwood Village, CO / Atlanta, GA / Tampa, FL / 1 more...
Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freed
Email Job
Posted 5 days ago
Sr. Manager, Financial & Executive Communications
Elastic
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Mountain View, CA / Sacramento, CA / San Diego, CA / 21 more...
Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa
Email Job
Posted 6 days ago
Senior Wealth Strategist/ Planner
Fifth Third Bank
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Charlotte, NC / Cincinnati, OH / Louisville, KY / 12 more...
Prospect and Client Discovery Plays a major role in the sales process in acquiring significant (generally > $10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third's discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client's/prospect's cu
Email Job
Posted 13 days ago
Internal Relationship Manager
Assetmark
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Charlotte, NC
Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr
Email Job
Posted 27 days ago
Investment Executive
Fifth Third Bank
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Mooresville, NC
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Email Job
Posted 20 days ago
Financial Services Representative
Carter Bank and Trust
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Roxboro, NC
Engages and connects with customers, gathering customer information to acquire new relationships and grow/retain existing relationships while providing exceptional customer service to help resolve any questions or issues related to customer accounts or bank products and services. ESSENTIAL JOB FUNCTIONS Provides a complete range of customer services, including opening new
Email Job
Posted 1 month ago
Trust Advisor III
Comerica Bank
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Charlotte, NC
Manages more routine accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and interprets documents for direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming co
Email Job
Posted 1 month ago
Investment Executive
Fifth Third Bank
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Black Mountain, NC / Brevard, NC / Banner Elk, NC / 1 more...
Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint
Email Job
Posted 20 days ago
Registered Brokerage Service Assistant
First Citizens Bank
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Charlotte, NC
Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac
Email Job
Posted 5 days ago
Registered Brokerage Service Assistant
First Citizens Bank
-
Raleigh, NC
Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac
Email Job
Posted 5 days ago
Assistant Director of Financial Aid - 2924
University of North Carolina Pembroke
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Pembroke, NC
Counsel prospective and enrolled students, parents and community members on all aspects of financial aid. Determine eligibility for and award financial aid to students in accordance with federal, state and institutional guidelines, policies, rules and regulations. Create and maintain the best possible "effortless" support experience for customers. Develop and lead strateg
Email Job
Posted 6 days ago
Financial Consultant
The Auto Club Group
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Dearborn, MI / Nashville, TN / Charleston, SC / 8 more...
None Required Qualifications (these are the minimum requirements to qualify) Education (include minimum education and any licensing/certifications) Bachelor degree in Accounting, Business, Finance, Mathematics, Statistics or Economics. Experience equivalent to a senior position within Finance/Accounting or other related fields developing complex financial models using mac
Email Job
Posted 6 days ago
Leave Advisor - Remote Opportunity
Surgery Partners
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Brentwood, TN / Memphis, TN / Birmingham, AL / 7 more...
Are you located outside of Nashville? If so, no worries! This role can be performed remotely, from anywhere within the states!! JOB TITLE Leave Advisor GENERAL SUMMARY OF DUTIES The Leave Advisor will be responsible for processing and administering leave requests and accommodations that arise under the Family and Medical Leave Act (FMLA), the Americans with Disabilities A
Email Job
Posted 1 month ago
Budget Support Specialist
University of North Carolina Charlotte
-
Charlotte, NC
of Position Responsibilities This position will support resource management for the division by partnering with various academic support units, assisting with budget planning for annual operations of $17 million, processing various financial transactions, performing monthly financial reconciliations, and leading projects and initiatives unique to academic affairs. This pos
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Posted 6 days ago
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