Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's degree in finance, business, or a related field preferred. Insurance or financial services experience beneficial but not required. Strong communication, interpersonal, analytical, and relationship-building skills required.
5+ YOEHigh school diploma or equivalent required; college degree preferred. Requires 5+ years of financial services or related experience, Microsoft Office proficiency, banking regulation knowledge, communication, analytical, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
0+ YOE0–2 years related experience; team-oriented, adaptable, reliable; handle face-to-face,email,and telephone customer interactions; record client interactions as needed.
Wealth Investment Support Specialist II (Greensboro, NC.)
Greensboro, North Carolina, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
3+ YOE3+ years in investment/trust support or related client service; knowledge of deposits, trusts, investment products; strong problem solving, communication, and relationship management; SIE or Trust School Level 1 preferred; undergraduate degree preferred.