5 client relationship manager jobs at 5 companies in Rich Square, NC
1mo
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Client Service Manager | Commercial Lines
Rocky Mount, North Carolina, United States
OnsiteFull Time
P&C insurance license required (or obtained within 30 days), strong communication and customer service, attention to detail, Microsoft Office proficiency, ability to manage priorities and client relationships; commercial lines experience preferred.
Microsoft Word, Microsoft Office, Microsoft Outlook, Epic, Applied Epic
5d
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Client Specialist Key- Rocky Mount
Rocky Mount, North Carolina, United States
OnsitePart Time
Requires sales and relationship-building ability, strong communication, planning, organization, integrity, technological aptitude, flexible availability, and ability to stand, climb, bend, and lift 40 lbs.
POS, iPad
1mo
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Private Client Banker - Hampton Roads Market
Suffolk, Virginia, United States
OnsiteFull Time
1+ YOE1+ year branch banking or equivalent experience; relationship-oriented client acquisition and management; must obtain SIE/Series 6/7, required state registrations (63/66 if applicable) and life licenses within 180 days if not currently registered; compliance with Dodd-Frank/TILA; high school diploma/GED; ability to work branch hours including weeke...
3w
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Senior Financial Consultant (Elizabeth City, NC Market)
Elizabeth City, North Carolina, United States
OnsiteFull Time
5+ YOEProvide investment solutions, manage client goals and relationships; require 5+ years investment services experience and FINRA registrations; strong sales, analytical and communication skills.
Microsoft Office
1mo
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Financial Solutions Advisor Registration Candidate - Raleigh/Durham Market
Cary or Raleigh or Durham or Knightdale or Wake Forest or Chapel Hill or Holly Springs or Apex or Fuquay-Varina or Greenville
OnsiteFull Time
1+ YOEAbility to obtain SIE, Series 7 and Series 66 licenses within required timelines; strong client relationship, communication, time-management and sales aptitude; self-disciplined and adaptable to new technology.