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Client services manager Jobs in Winston-Salem, NC

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Client services manager • winston salem nc

Last updated: 15 hours ago

Financial Advisor - Private Client Group

sun trust investment servicesWinston Salem, NC, United States
Full-time

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... Show more

Senior Client Service Manager - Personal Lines Insurance Leader

marsh mc lennan agencyWinston Salem, NC, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... Show more

Manager, Client Strategy

inmarWinston Salem, NC, United States
Full-time

Inmar Intelligence is seeking a highly strategic and client-focused Manager, Client Strategy to lead a team responsible for developing client-facing proposals, strategic narratives, campaign recomm... Show more

Supervisor Patient Financial Services

novant healthWinston Salem, NC, United States
Full-time

Supervisor, Patient Financial Services.Supervise and provide daily leadership for a team of 25 Insurance Specialists, ensuring departmental goals, productivity standards, and quality expectations a... Show more

SUPPORT SERVICES COORDINATOR - FT (53533)

children s home society north carolinaWinston Salem, NC, United States
Full-time

Support Services Coordinator - FT.Winston Salem, NC 27106; Morganton, NC 28655.Position Type: Full Time Education Level: 2 Year Degree.The Foster Care to Permanency (FC2P) Support Services Coordina... Show more

Industrial Client Development Manager

randstadWinston Salem, NC, United States
Full-time

Industrial Client Development Manager.With your passion for sales, you'll be out there connecting with businesses, showcasing our staffing power, and closing deals that drive our growth! You'll be ... Show more

Manager, Construction and Capital, Procurement and Payment Services

wake forest universityWinston Salem, NC, United States
Full-time

Manager, Construction And Capital.In direct support of the Director of Procurement, the Manager, Construction and Capital is responsible for developing construction and capital contracts and agreem... Show more

Nutrition Services Aide

encompass healthWinston Salem, NC, United States
Full-time +1

Nutrition Service Aide Career Opportunity.Appreciated for your Nutrition Services work.Are you on the lookout for a career close to home and heart? As a Nutrition Services Aide, you will play a cru... Show more

Senior Client Service Manager - Personal Lines Insurance Leader

mercer franceWinston Salem, NC, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... Show more

Recruiter - Managed Services

hctecWinston-Salem, North Carolina, United States
Full-time

The Managed Services Recruiter is primarily responsible for locating, selecting, and placing candidates in HCTec's Managed Services business, as well as maintaining a robust pipeline of candidates.... Show more

Client Services Representative

integrityfexWinston-Salem, NC, USA
Full-time
Quick Apply

Client Services Representative.Integrity FEX is growing and seeking Client Services Representatives to help individuals and families explore life insurance options that meet their financial goals.W... Show more

Senior Client Service Manager

oliver wymanWinston Salem, NC, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... Show more

Client Relations Specialist

carolina estate planningWinston-Salem, NC, US
$50,000.00 yearly
Full-time

Do you love talking with people and building genuine relationships? Are you the type of person others naturally open up to because you listen well and make them feel comfortable?.Carolina Estate Pl... Show more

IP Client Intake Coordinator

womble bond dickinsonWinston Salem, NC, United States
$70,000.00–$79,200.00 yearly
Full-time

Womble Bond Dickinson (US) LLP, a transatlantic law firm, seeks an IP Client Intake Coordinator to join its team.The IP Client Intake Coordinator is responsible for managing the initial intake, set... Show more

Reservation Services Coordinator

southernbridgegroupWinston-Salem, NC, USA
Remote
Full-time
Quick Apply

We are seeking motivated, organized, and customer focused individuals to join our growing team as Reservation Services Coordinators.This remote opportunity is ideal for individuals who enjoy helpin... Show more

Financial Advisor - Private Client Group

truistWinston Salem, NC, United States
Full-time

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... Show more

Guest services Team Member

chick fil aClemmons, NC, US
Full-time +1

Chick-fil-A - Guest Services Team Member Needed!.Are you ready to make a difference in someone’s day? At Chick-fil-A, we believe every guest interaction is a chance to create moments of kindness a... Show more

Remote Client Benefits Advisor

ao garcia agencyWinston-Salem, North Carolina, United States, 27101
Remote
Full-time +1

Web-conference meetings from home.Full-time or part-time options.Written training plus live coaching.Advancement for people who lead their numbers.Apply if you are coachable and consistent.Skip it ... Show more

 • New!

Director of Advancement Services

winston salem state universityWinston Salem, NC, United States
$85,000.00–$100,000.00 yearly
Full-time

Director of Advancement Services.Our agency supports second-chance employment for individuals who were previously incarcerated, or justice-involved.We invite all potential applicants to apply for p... Show more

Registered Client Service Associate-Winston-Salem, NC

raymond james financialWinston Salem, NC, United States
Full-time

Registered Client Service Associate.Supports Financial advisors and their prospective and existing clients and other branch staff team members.Demonstrates effective communication skills across mul... Show more

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Financial Advisor - Private Client Group

Financial Advisor - Private Client Group

sun trust investment servicesWinston Salem, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Job Title

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 focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  • Deliver personalized investment solutions to help clients work toward their long-term financial goals.
  • Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
  • Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
  • Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
  • Lead overall client relationship management strategies to deepen client connections and loyalty.
  • Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
  • Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
  • Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
  • Conduct investment product educational seminars for clients and prospects.
  • Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
  • FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
  • Applicable state health and life insurance licenses.
  • Securities sales and client relationship management experience.
  • Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
  • Competent skills in Microsoft Office software products.

Preferred Qualifications:

  • Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
  • Banking experience helpful.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.