Relationship Associate jobs in North Carolina

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RELATIONSHIP ASSOCIATE I

Coordinate and prioritize client materials for meetings and presentations and retirement plan changes. Ensure materials are appropriate, complete and accurate. Distribute materials to clients and financial professionals as needed....

CompanyPrincipal Financial Group
AddressCharlotte, NC
CategoryRetail
Salary$18.39 - $35.19 an hour
Job typeFull-time
Date Posted a month ago See detail

Relationship Associate I

Principal Financial Group

Charlotte, NC

$18.39 - $35.19 an hour

Coordinate and prioritize client materials for meetings and presentations and retirement plan changes. Ensure materials are appropriate, complete and accurate. Distribute materials to clients and financial professionals as needed....

Associate Relationship Manager-MMB - Charlotte, NC

First Citizens Bank

Charlotte, NC

Sales & Marketing Support - Works with MMB Relationship Managers on idea generation and presentations for prospects and clients. Identifies cross-sell and relationship expansion opportunities. Interacts with Centers of Influence (...