Top Customer Success & Experience Jobs in Charlotte, NC

The Relationship Banker will build customer relationships, assess needs, and offer banking products. Licensed bankers will manage accounts and provide solutions, adhering to compliance standards.

Assist Financial Advisors with client service and operational tasks, manage client accounts, and support Financial Advisor activities. Responsibilities include scheduling client appointments, preparing documentation, and maintaining compliance records.

Assist brokerage clients in executing trades and servicing accounts via telephone, while providing insight on trading strategies and market terminology. Requires FINRA licensing.

The Business Execution Consultant Military Apprentice role involves sourcing military talent, improving processes, and supporting strategic decisions using data analysis and insights.

The job involves managing customer calls, providing mortgage product guidance, ensuring high client satisfaction, and meeting regulatory requirements for mortgage sales.

The role involves supporting the Financial Advisory team by providing account information, completing administrative tasks, improving processes, and maintaining regulatory files and reports while interacting with clients and team members.