About this role
Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States at Accenture. Location: Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington. Role: resolving problems, executing transactions, documenting interactions Requirements: Associate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required. Category: Customer Service Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central Certifications: safe, nmls Commitment: Contract, Full Time Workplace: Hybrid Languages: English