Wealth Client Retention Specialist
First Citizens
First Citizens Bank is seeking a Retention Specialist in Raleigh, NC. This entry-level position involves managing client relationships and identifying growth opportunities for our mass affluent clients. You will promote investment products, facilitate client satisfaction, and ensure compliance with regulations. The ideal candidate has a Bachelor's Degree or equivalent experience in Registered Securities. Strong communication and relationship management skills are essential. Join us to contribute to clients' financial success while being part of a supportive team. #J-18808-Ljbffr First Citizens
$20 per hour
...Customer Success & Retention SpecialistJoin Our Award-Winning Team! Location: 2730 Rowland Rd. Raleigh, NC 27615At Air Experts Heating, Cooling and Plumbing, we've been proudly serving our community for over 35 years—and our success comes from putting people first. We'...SuggestedHourly payFull timeTemporary workWork at officeRemote work- JPMorgan Chase in Raleigh, NC, seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other... ...with a proactive, advice-based approach and work with specialists to meet advanced financial needs. You will help acquire new clients...Suggested
$45k - $142.35k
...contribute to the company’s success. As a FINRA Supervisory Specialist within PNC's Wealth Management organization, you will be based within the PNC... ...etc. to resolve complex matters. Monitors advisor and client activity, such as trade review and approval patterns and trends...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$45k - $142.35k
...Position Overview PNC seeks a FINRA Supervisory Specialist within its Wealth Management organization. The role involves supervising and reviewing... ...resolve complex regulatory matters. Monitoring advisor and client activity – including trade review, approval patterns,...SuggestedTemporary work- A local community service organization is seeking a Customer Support & Retention Advisor for a fully remote position. You will manage customer appointments, resolve inquiries, and maintain quality customer relationships through effective communication. The ideal candidate...SuggestedLocal areaRemote work
$60k - $70k
...building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the... ...collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role,...Temporary workWork experience placementWork at officeFlexible hours3 days per week- Jobtailor is seeking a strategic HR leader to guide workforce stability, startup readiness, and employee retention across healthcare settings. You will partner with Operations, Talent Acquisition, and Human Resources to place the right people in the right roles, while delivering...
- Responsibilities Partnering with Wealth Management Advisors on client relationships Supporting high-net worth clients in achieving financial goals Managing assigned book of clients Implementing financial plan recommendations Building meaningful and long-lasting relationships...Work experience placement
- Jobtailor in United States, North Carolina is seeking a Wealth Management Associate to partner with advisors, deliver client service to high-net-worth clients, and help them reach financial goals. The role involves leading advisory teams operationally, managing a book...
$45k - $142.35k
...contribute to the company’s success. As a FINRA Supervisory Specialist within PNC's Wealth Management organization, you will be based within the PNC... ...to resolve complex matters. Monitors advisor and client activity, such as trade review and approval patterns and trends...Full timeTemporary workWork experience placementWork at office- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment...
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...
$18 per hour
...work directly with customers to assist with account management, billing inquiries, service requests, contract renewals, and customer retention. If you enjoy helping people, solving problems, and creating positive customer experiences, we'd love to hear from you. This is a...Hourly payContract workWork at officeRemote workWork from homeMonday to Friday$14 per hour
..., WV, WI, WY Key Responsibilities Assist customers with membership questions and account management. Follow approved client scripts to present retention offers and attempt to save memberships before processing cancellations. Process cancellation requests using one of two...Full timeWork at officeRemote workShift workNight shift$93k - $171.3k
Position Summary The Specialist Manager, Government Client Contracts Management supports strategic federal contract administration activities... ...engagements that directly affect revenue generation and retention. This role advises account leadership on contract...Contract work$16 - $22 per hour
...theirinfinite potential,About the RoleAs a Customer Relations Specialist, you'll be the first point of contact for our customers atour... ...routesand resolve customer issues efficiently.• Handle customer retention tasks, including addressing concerns that might lead...Hourly payWork at office- ...teams. Develop and maintain productive relationships with assigned customer accounts to support service excellence and customer retention. Use SAP, Microsoft Office 365, Excel, and other business systems to maintain accurate records, analyze account activity, and...Work at office
$23.09 - $29.88 per hour
...Customer Repair Support SpecialistAs an IMS Customer Repair Support Specialist at STERIS, you provide onsite services to Instrument... ...activities to drive current contract value and enhance Customer retention and engagement. You will work cross functionally with sales and...Contract workTemporary workLocal areaFlexible hours- ...technology. As a CUSTOMER ACCOUNT RELATIONS MANAGER, Serves as a trusted client contact across the retirement services ecosystem. You will... ...customers, including guidance on IRA account activity, wealth management processes, and recordkeeping requirements. Manage inbound...Permanent employmentFull timeWork at office
- ...Client Specialist At Delta Dental of North Carolina, our mission is to improve the oral health and the overall well-being of the communities we serve. We believe that everyone – and we mean everyone – deserves a healthy smile. We are the fastest growing Delta Dental...Work experience placementWork at officeLocal areaImmediate start
- ...Capital One is seeking a client services professional to own the client experience across interactions, ensuring detailed follow-through and adherence to policies. The role emphasizes timely execution, stakeholder communication, and root-cause problem solving within Treasury...Work at office
$76.5k - $90k
...independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer... ...skills, d) perform Client Service Specialist responsibilities. Responsibilities:... ...Directly impact growth and client retention and monitor progress toward team goals...Full timeTemporary workLocal areaMonday to FridayFlexible hours$60k - $75k
...Product Marketing leads to understand the competitive landscape and drive demand in line with business goals.Executes client acquisition and retention strategies to drive business growth.Supports market and trend research efforts to identify new opportunities and ensure...Full timeWork at officeShift work- ...Client Support Representative Want a career that combines customer service with professional growth? We're expanding and looking for... ...Investment accounts Digital finance Cryptocurrency Wealth-building resources Ideal Candidates Are Friendly Coachable...Weekly payFull time
$75k - $300k
Overview Wealth & Retirement Protection Integrated Financial Strategist | Tax Mitigation Specialist | Attorney | MBA | Entrepreneur | Agency Owner... ...your approach to meet each client’s unique concerns and... ...ensure satisfaction and policy retention. Market Research: Stay informed...Full timeFor contractorsRemote work- A customer service company is seeking a fully remote Customer Support & Retention Advisor. The role involves engaging with customers for appointment scheduling and inquiries, providing empathetic solutions to ensure satisfaction. Ideal candidates should possess strong communication...Remote work
$105k - $130k
...Business System which makes everything possible.The Diagnostic Sales Specialist role is to grow sales for the diagnostics product portfolios... ...annual operating plans and driving customer satisfaction and retention.Proactively identify and pursue new business opportunities,...Full timeRemote workWork from homeFlexible hours- ...professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works... ...Representatives to renew existing business to meet or exceed established retention goals. (Retention) Participates in seminars and classes for...Full timeWork at office
- ...dedicated professional in Raleigh, North Carolina, to support its clients and sales staff by performing clerical functions which... ...client relationships. Candidates should have 3-5 years in a client specialist role, with 5+ years of customer service experience in banking....Work at office
- ...helping people, and takes pride in creating an exceptional experience for every patient who walks through our door. Our Customer Care Specialist is the heartbeat of our clinic. This entry‑level administrative role blends customer service, scheduling, patient onboarding,...Full time
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