Post job

NVR jobs in Raleigh, NC

- 28 jobs
  • Sales Development Program Sales Associate - PHVAC

    United Rentals 4.5company rating

    Raleigh, NC job

    Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As a Sales Associate on our Power & HVAC team, you'll embark on a structured training path designed to prepare you for a future role as an Outside Sales Representative. You'll work alongside industry experts who are eager to help you gain hands-on experience with our technical products while developing the relationship-building skills that drive customer success. What you'll do: * Begin your training at a local branch, shadowing both sales and operational roles to gain an inside-out understanding of the full equipment-rental lifecycle. * Join your peers across North America for a digital onboarding class, designed to sharpen your sales technique for success in our industry while providing a collaborative training environment that helps you build and leverage a strong internal support network. * Progress through a series of outbound sales campaigns that provide exposure to different construction verticals, varying customer spend levels, general vs specialty equipment rentals, and both new and existing customer segments. * Master key United Rentals sales tools, including our CRM, inventory management platforms, customer portal, and mobile applications. * Lead high-level sales conversations involving price negotiations, multi-piece rental requests, government and educational collective agreements, equipment service contracts, the sale of used equipment at the end of its rental life, and much more. * Learn proven sales methodologies to deliver solutions for our customers and drive revenue growth. * Participate in local team initiatives such as daily safety huddles, customer appreciation events, equipment yard sale events, customer entertainment outings, charity drives, and 1UR internal team-building workshops. * Track your Sales Development progress through multiple achievement levels, with access to real-time sales performance metrics and weekly peer-ranked competitions. * Receive daily feedback from corporate and local leadership meetings, call coaching sessions, and ride-alongs to local jobsites. You will drive engagement during these meetings by developing sales strategies for your accounts and creating realistic timelines to achieve your goals. * The average Sales Associate spends 4-6 months in the Sales Development Program (SDP) before promotion to an Outside Sales Representative (OSR), with the timeline dependent on market conditions and individual performance. * Other duties as assigned Requirements: * Bachelor's degree or equivalent work experience * Experience in a customer-facing sales role preferred * Excellent interpersonal & communication skills * Strong teamwork and collaboration skills * Proficient computer and mobile phone/tablet skills * Valid driver's license with acceptable driving record * Training: must live within reasonable driving distance of assigned branch and report on-site M-F Why join us? We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: * Paid Parental Leave * United Compassion Fund * Employee Discount Program * Career Development & Promotional Opportunities * Additional Vacation Buy Up Program (US Only) * Early Wage Access through Payactiv (US Hourly Only) * Paid Sick Leave * An inclusive and welcoming culture Learn more about our full US benefit offerings here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
    $24k-31k yearly est. Auto-Apply 7d ago
  • Registered Client Associate

    Morgan Stanley 4.6company rating

    Raleigh, NC job

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $55k-79k yearly est. Auto-Apply 60d+ ago
  • Advisor Recruiting Specialist, AdvisorChoice Consulting

    Raymond James Financial, Inc. 4.7company rating

    Raleigh, NC job

    Under limited supervision, uses advanced knowledge and skills obtained through experience recruiting Financial Advisors. The Advisor Recruiting Specialist is responsible for consulting with experienced Financial Advisors and assisting in their exploration of affiliating with Raymond James. The Advisor Recruiting Specialist creates a customized recruiting experience and process including initial calls and subsequent next steps with the involvement of the Advisor Recruiting Consultant (ARC) at key stages and or by the ARC's direction. The Advisor Recruiting Specialist role involves planning and following up on next steps of referrals, including face-to-face meetings, pro-forma analyses, technology demos, transition calls, and Home Office Visits (HOVs), in collaboration with the ARC. The Advisor Recruiting Specialist proactively maintains connections with long-term candidates to drive progress, makes outbound calls to source prospective advisors, and hosts prospects at Raymond James sponsored events. Additionally, the specialist travels to meet advisors as needed, establishes and maintains relationships with internal stakeholders, including but not limited to branch managers and local business owners, to ensure a seamless recruiting process. The Advisor Recruiting Specialist acts in a professional sales and marketing capacity to help meet individual and shared goals. **Essential Duties and Responsibilities** + Initiate outbound prospecting and follow-up calls, which may include cold calls to Financial Advisors and reviving existing warm prospects. + Works in a collaborative environment with the ARC and internal team members in order to meet deadline driven objectives. + Works to move interested Financial Advisors through the recruiting process, including hosting initial calls and coordinating next steps. May also collaborate with their ARC to recruit smaller prospective advisors under their guidance. The ARC will be looped in prior to the HOV and deal stage + Aids in the follow up and planning of next steps alongside ARC for all referrals in the pipeline. This could include but is not limited to: Face to Face Meetings, Pro-Forma, Technology Demos, Transition Calls, and HOVs. + Proactively reaches out to longer-term candidates to maintain connections and drive next steps. + Makes outbound phone calls as necessary to help source prospective advisors. + Ability to host prospects at Raymond James sponsored events. + Travels to meet advisors along with the ARC as necessary. + Establishes relationships with internal stakeholders to ensure a seamless recruitment process. + Lead the work of others and provide training, coaching and mentoring to less experienced associates. **Knowledge, Skills, and Abilities** **Knowledge of** + Recruiting Concepts, practices and procedures of business development in a financial services environment. + Consulting in a Collaborative Team Structure. + Principles of finance and securities industry operations. + Financial markets and products. **Skill in** + Sourcing and developing sales prospects. + Developing business development strategies. + Maintaining and expanding referral sources. + Making outbound prospecting & follow-up calls and turning them into next step opportunities. + Maintaining relationships with all stakeholders. + Effective questioning and listening techniques. + Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Work closely with ARC in various next steps with and without direction to improve the prospective advisors recruiting experience. + Partner with other internal stakeholders to accomplish objectives. + Research, interpret, analyze and apply information about prospects and recruiting process. + Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Perform fundamental human resource management activities. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. + Work independently as well as collaboratively within a team environment. **Educational/Previous Experience Requirements** + Bachelor's Degree preferred with a minimum of five (5) years of experience in business development or sales within the financial services industry or recruitment of experienced financial advisors. + OR ~ + An equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** + None require, 7 preferred. **Travel** **Travel Required:** Yes, up to 50% of the Time
    $57k-68k yearly est. 2d ago
  • Diesel Mechanic

    United Rentals 4.5company rating

    Raleigh, NC job

    Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As a Diesel Mechanic (Service Tech I), you'll use your skills (diesel, automotive, welding or other mechanical) to perform maintenance tasks as well as minor repairs on equipment in a safe and professional manner. Every day, you can improve and challenge yourself, and if you have the desire and ambition, you'll have the potential to work towards higher level Tech roles in our Service Department. Like every member of our team, we will rely on you to provide exceptional customer service to our customers. What you'll do: Perform maintenance checks on rental equipment before and after use Report machine condition to Management Perform minor repairs of rental equipment and tools including checking oil, grease, fluids and tagging of equipment for rental ready status Demonstrate equipment for customers Assist with pick-up and delivery of equipment & parts Other duties assigned as needed Requirements: High School diploma or equivalent Valid driver's license with acceptable driving record Basic knowledge of construction equipment Strong mechanical aptitude including knowledge of tools applicable to position Superior customer service, teamwork and verbal/written communication skills Ability to frequently lift items up to 45 lbs. This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. Why join us? We don't just “talk the talk!” We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion Fund Employee Discount Program Career Development & Promotional Opportunities Additional Vacation Buy Up Program (US Only) Early Wage Access through Payactiv (US Hourly Only) Paid Sick Leave An inclusive and welcoming culture Learn more about our full US benefit offerings here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
    $49k-66k yearly est. Auto-Apply 30d ago
  • Driver CDL A

    United Rentals 4.5company rating

    Garner, NC job

    **_Great company. Great people. Great opportunities._** If you'd like the chance to make your mark with the world's largest equipment rental provider, **come build your future with United Rentals!** As a Class A CDL Driver at United Rentals, your goal will be to deliver equipment to our customers in a safe, timely, efficient and courteous manner. At the same time, you will have the opportunity to advance your career and contribute to our company's tremendous success and unparalleled growth. Frequently interacting with our customers, you will serve as a company ambassador and will provide exceptional customer service. And since we're local, you'll be home every night. **What you'll do:** + Drop off and pick up equipment for customers + Operate construction equipment, such as semi-trucks and trailers ("low boys") consistent with DOT classification CDL-A + Adhere to all safety requirements particular to equipment including Federal Motor Carrier Safety Regulations + Maintain driver's logs and complete pre-trip inspections + Suggest additional equipment and supplies customers may need + Other duties assigned as needed **Requirements:** + Valid Class A CDL with acceptable driving record + High School Diploma or GED + Minimum of 2 years DOT regulated Commercial Driving Experience + Superior customer service, teamwork and verbal/written communication skills + Ability to frequently lift items up to 45 lbs + Basic knowledge of construction equipment and safe driving procedures + Diligent attention to safety This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. **_Why join us?_** We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: + Paid Parental Leave + United Compassion Fund (*********************************************** + Employee Discount Program + Career Development & Promotional Opportunities + Additional Vacation Buy Up Program (US Only) + Early Wage Access through Payactiv (US Hourly Only) + Paid Sick Leave + An inclusive and welcoming culture (************************************************* Learn more about our full US benefit offerings (********************************** here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability._**
    $40k-53k yearly est. 23d ago
  • Equipment Associate

    United Rentals 4.5company rating

    Raleigh, NC job

    Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As an Equipment Associate at United Rentals, you will perform a variety of manual tasks to ensure smooth branch operation. Your primary objective will be to provide labor assistance to service technicians, sales staff and other branch personnel engaged in meeting the needs of customers. Excellence in this challenging and rewarding position paves the way for advancement opportunities into our Driver and Service Technician development programs. What you'll do: * Check equipment for damage, hours used, mileage and fuel level upon return to the branch * Inspect rental equipment for safety decals, safety compliance, and ensure that equipment is in good working order * Clean all equipment and maintain a clean work area * Load and unload rental equipment, and prepare equipment for rental * Checkout and demonstrate equipment for customers as well as drive a delivery truck to pick-up and drop-off equipment * Other duties assigned as needed Requirements: * High school diploma or equivalent * Valid driver's license with acceptable driving record * Effective communication, multi-tasking and strong teamwork skills * Diligent attention to safety * Superior customer service skills * Ability to frequently lift items up to 45 lbs. This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. Why join us? We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: * Paid Parental Leave * United Compassion Fund * Employee Discount Program * Career Development & Promotional Opportunities * Additional Vacation Buy Up Program (US Only) * Early Wage Access through Payactiv (US Hourly Only) * Paid Sick Leave * An inclusive and welcoming culture Learn more about our full US benefit offerings here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
    $24k-30k yearly est. Auto-Apply 10d ago
  • Financial Advisor Trainee-Raleigh, NC

    Raymond James Financial, Inc. 4.7company rating

    Raleigh, NC job

    Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. **Essential Duties and Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will provide the specific goals and expectations. + Meets production targets that impact overall company revenue goals. + Develops a book of business consistent with AMP program goals for assets under management and required production. + Provides a high level of client service. + Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. + Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. + Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. + Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. + Seeks expertise of internal resources to identify investment opportunities and solutions for clients. + Opens, transfers, and closes customer accounts. + Maintains appropriate account records while monitoring the customer's portfolio. + Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. + Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. + Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. + Stays abreast of investment products, industry rules and regulations, and financial planning. + Performs other duties and responsibilities as assigned. **Knowledge of** + Economic and accounting principles and practices. + Financial markets, banking, and financial data analysis and reporting. + Basic principles and methods for showing, promoting, and selling products or services. + Firm's working structure, policies, mission, strategies, and compliance guidelines. **Skill in** + Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. + Identifying the needs of customers through effective questioning and listening techniques. **Ability to** + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. + Continuously learn investment products, industry rules and regulations, and financial planning. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. + Establish and maintain effective working relationships with clients and colleagues. + Persevere, handle rejection and show resilience during the prospecting and networking process. + Network in the community and effectively market him or herself and Raymond James. + Demonstrate persistence in the face of obstacles. + Accept criticism and deal calmly and effectively in high stress situations. **Education/Previous Experience** + Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. + Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. + Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
    $80k-114k yearly est. 4d ago
  • Workday HR Systems - Strategic Leadership Role

    Raymond James Financial, Inc. 4.7company rating

    Raleigh, NC job

    This role serves as a strategic contributor within the HR Transformation team, responsible for driving the vision, governance, and execution of Workday-related initiatives across the enterprise. The position plays a key part in optimizing HR systems and processes, ensuring alignment with organizational goals and future workforce needs. With deep expertise in Workday and HR technology, the role may oversee or contribute to complex project portfolios, develop tactical resource plans, and ensure robust stakeholder engagement. Success in this position requires a forward-thinking mindset, the ability to anticipate challenges, manage risk, and deliver scalable solutions that enhance operational efficiency and employee experience. Key to success is the ability to lead or collaborate with cross-functional teams, foster a culture of accountability and continuous improvement, and serve as a subject matter expert in HR systems and project management. **Responsibilities** + Contribute to the development and implementation of strategy for HR functions within Workday, anticipating complex issues, challenges, and opportunities, and ensuring integration with broader functional strategy. + Develop tactical plans for optimizing resources and assets across the HR Management Systems team, a group within the broader HR Transformation team. + Initiate and support governance and delivery of programs or significant projects using appropriate project management methodologies to ensure intended outcomes are identified and achieved. + Oversee or support the production of project plans, ensuring all activities are identified and appropriately organized. + Ensure roles and responsibilities are clearly defined within project-delivery and project-management office teams, and ensure project compliance with decision-making structures and processes. + Develop and propose annual business plans for the department, ensuring alignment with strategy. Recommend key performance indicators (KPIs) and schedule key activities/projects, ensuring integration with other elements of the organization. + Identify and manage stakeholders, finding out their needs, issues, and concerns, and reacting to them by leading or coordinating stakeholder engagement plans to support communication of business information and decisions. + Manage and report on performance within areas of responsibility; set appropriate performance objectives and hold individuals accountable for achieving them. + Evaluate capabilities of team members to identify gaps and prioritize development activities. Coach and mentor others to support the development of the organization's talent pool. + Act as a subject matter expert in technology, policy, regulation, and operational management. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development. **Skills** + Plans and prioritizes work to meet commitments aligned with organizational goals. + Holds self and others accountable to meet commitments. + Sees ahead to future possibilities and translates them into breakthrough strategies. + Anticipates and balances the needs of multiple stakeholders. + Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. + Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. + Builds strong customer relationships and delivers customer-centric solutions. + Adapts approach and demeanor in real time to match the shifting demands of different situations. + Builds partnerships and works collaboratively with others to meet shared objectives. + Provides direction, delegates, and removes obstacles to get work done. + Monitors, interprets, and understands policies and procedures and ensures their alignment with organizational strategies and work objectives. + Plans and manages project work assignments within desired time and quality parameters. + Determines and analyzes trends from data to assist in compiling reports that support decision-making. + Obtains consensus between parties with differing interests for the benefit of the organization. + Identifies, selects, and manages oversight of projects, programs, and portfolios, including standardized policies and procedures, escalation, decision making, change control, prioritization, and approval processes. + Builds the structure and culture of project teams and defines roles and responsibilities to enable achievement of project objectives and effective operation of key business processes. + Plans, identifies, monitors, analyzes, and prioritizes risks, creates response plans, and manages risks as they occur. + Orients work in a workflow to plan, organize, and execute steps to achieve higher efficiencies. + Represents enterprise processes to enable analysis, improvement, and automation. + Estimates components of a project, including costs, activity durations, resource needs, risks, stakeholders, etc. + Identifies, acquires, and manages resources for projects. + Works at an advanced level to identify, sequence, and resource project schedules for timely completion. **Work Experience** + Experience with Workday required + Configuration experience with HCM and Security functions strongly desired + HR systems administration experience required + Managerial experience preferred for leadership roles (6 to 10 years)
    $48k-59k yearly est. 60d+ ago
  • Registered Client Service Associate

    Morgan Stanley 4.6company rating

    Raleigh, NC job

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA Qualifications EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports To: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $51k-71k yearly est. Auto-Apply 53d ago
  • Driver CDL A

    United Rentals 4.5company rating

    Garner, NC job

    Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As a Class A CDL Driver at United Rentals, your goal will be to deliver equipment to our customers in a safe, timely, efficient and courteous manner. At the same time, you will have the opportunity to advance your career and contribute to our company's tremendous success and unparalleled growth. Frequently interacting with our customers, you will serve as a company ambassador and will provide exceptional customer service. And since we're local, you'll be home every night. What you'll do: Drop off and pick up equipment for customers Operate construction equipment, such as semi-trucks and trailers ("low boys") consistent with DOT classification CDL-A Adhere to all safety requirements particular to equipment including Federal Motor Carrier Safety Regulations Maintain driver's logs and complete pre-trip inspections Suggest additional equipment and supplies customers may need Other duties assigned as needed Requirements: Valid Class A CDL with acceptable driving record High School Diploma or GED Minimum of 2 years DOT regulated Commercial Driving Experience Superior customer service, teamwork and verbal/written communication skills Ability to frequently lift items up to 45 lbs Basic knowledge of construction equipment and safe driving procedures Diligent attention to safety This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. Why join us? We don't just “talk the talk!” We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion Fund Employee Discount Program Career Development & Promotional Opportunities Additional Vacation Buy Up Program (US Only) Early Wage Access through Payactiv (US Hourly Only) Paid Sick Leave An inclusive and welcoming culture Learn more about our full US benefit offerings here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability.
    $40k-53k yearly est. Auto-Apply 24d ago
  • Field Diesel Mechanic

    United Rentals 4.5company rating

    Garner, NC job

    **_Great company. Great people. Great opportunities._** If you'd like the chance to make your mark with the world's largest equipment rental provider, **come build your future with United Rentals!** As a Field Diesel Mechanic (Service Tech III - Field Service), you'll use your skills to perform maintenance and repairs on complex equipment in a safe and professional manner. Every day, you can improve and challenge yourself, and if you have the desire and ambition, you'll have the potential to work towards higher levels of Service Technician and leadership roles in our Service Department. Like every member of our team, we will rely on you to provide exceptional customer service to our customers. **What you'll do:** + Safe maintenance and repair of a variety of complex rental equipment involving mechanical, electrical, hydraulic, and diesel systems + Travel to customer job sites for repair/maintenance of rental or customer owned equipment; must maintain service vehicle in a clean and professional manner + Assist in the training of lower level technicians as needed + Maintain paperwork/electronic documentation of work performed (work orders) in a complete and timely manner on a daily basis + Assist with pick-up and delivery of equipment & parts + Other duties assigned as needed **Requirements:** + High School diploma or equivalent + Valid driver's license with acceptable driving record + 3-5 years of experience repairing/maintaining equipment and tools + Advanced mechanical aptitude and working knowledge of tools + Strong mechanical background knowledge of various engines + Must own tools applicable to position + Superior customer service, teamwork and verbal/written communication skills + Ability to frequently lift items up to 45 lbs. This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. **_Why join us?_** We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: + Paid Parental Leave + United Compassion Fund (*********************************************** + Employee Discount Program + Career Development & Promotional Opportunities + Additional Vacation Buy Up Program (US Only) + Early Wage Access through Payactiv (US Hourly Only) + Paid Sick Leave + An inclusive and welcoming culture (************************************************* Learn more about our full US benefit offerings (********************************** here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability._**
    $49k-66k yearly est. 3d ago
  • Sales Development Program Sales Associate - PHVAC

    United Rentals 4.5company rating

    Raleigh, NC job

    **_Great company. Great people. Great opportunities._** If you'd like the chance to make your mark with the world's largest equipment rental provider, **come build your future with United Rentals!** As a **Sales Associate** on our Power & HVAC team, you'll embark on a structured training path designed to prepare you for a future role as an Outside Sales Representative. You'll work alongside industry experts who are eager to help you gain hands-on experience with our technical products while developing the relationship-building skills that drive customer success. **What you'll do:** + Begin your training at a local branch, shadowing both sales and operational roles to gain an inside-out understanding of the full equipment-rental lifecycle. + Join your peers across North America for a digital onboarding class, designed to sharpen your sales technique for success in our industry while providing a collaborative training environment that helps you build and leverage a strong internal support network. + Progress through a series of outbound sales campaigns that provide exposure to different construction verticals, varying customer spend levels, general vs specialty equipment rentals, and both new and existing customer segments. + Master key United Rentals sales tools, including our CRM, inventory management platforms, customer portal, and mobile applications. + Lead high-level sales conversations involving price negotiations, multi-piece rental requests, government and educational collective agreements, equipment service contracts, the sale of used equipment at the end of its rental life, and much more. + Learn proven sales methodologies to deliver solutions for our customers and drive revenue growth. + Participate in local team initiatives such as daily safety huddles, customer appreciation events, equipment yard sale events, customer entertainment outings, charity drives, and 1UR internal team-building workshops. + Track your Sales Development progress through multiple achievement levels, with access to real-time sales performance metrics and weekly peer-ranked competitions. + Receive daily feedback from corporate and local leadership meetings, call coaching sessions, and ride-alongs to local jobsites. You will drive engagement during these meetings by developing sales strategies for your accounts and creating realistic timelines to achieve your goals. + The average Sales Associate spends 4-6 months in the Sales Development Program (SDP) before promotion to an Outside Sales Representative (OSR), with the timeline dependent on market conditions and individual performance. + Other duties as assigned **Requirements:** + Bachelor's degree or equivalent work experience + Experience in a customer-facing sales role preferred + Excellent interpersonal & communication skills + Strong teamwork and collaboration skills + Proficient computer and mobile phone/tablet skills + Valid driver's license with acceptable driving record + Training: must live within reasonable driving distance of assigned branch and report on-site M-F **_Why join us?_** We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: + Paid Parental Leave + United Compassion Fund (*********************************************** + Employee Discount Program + Career Development & Promotional Opportunities + Additional Vacation Buy Up Program (US Only) + Early Wage Access through Payactiv (US Hourly Only) + Paid Sick Leave + An inclusive and welcoming culture (************************************************* Learn more about our full US benefit offerings (********************************** here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability._**
    $24k-31k yearly est. 7d ago
  • Financial Advisor Trainee-Raleigh, NC

    Raymond James 4.7company rating

    Raleigh, NC job

    Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization. Job Description Job Summary Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team. Essential Duties and Responsibilities Become trained and skilled to effectively and efficiently perform the Financial Advisor role: If hired as a team candidate, the team will provide the specific goals and expectations. Meets production targets that impact overall company revenue goals. Develops a book of business consistent with AMP program goals for assets under management and required production. Provides a high level of client service. Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty. Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches. Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences. Seeks expertise of internal resources to identify investment opportunities and solutions for clients. Opens, transfers, and closes customer accounts. Maintains appropriate account records while monitoring the customer's portfolio. Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments. Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions. Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards. Stays abreast of investment products, industry rules and regulations, and financial planning. Performs other duties and responsibilities as assigned. Knowledge of Economic and accounting principles and practices. Financial markets, banking, and financial data analysis and reporting. Basic principles and methods for showing, promoting, and selling products or services. Firm's working structure, policies, mission, strategies, and compliance guidelines. Skill in Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases. Identifying the needs of customers through effective questioning and listening techniques. Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice. Continuously learn investment products, industry rules and regulations, and financial planning. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions. Establish and maintain effective working relationships with clients and colleagues. Persevere, handle rejection and show resilience during the prospecting and networking process. Network in the community and effectively market him or herself and Raymond James. Demonstrate persistence in the face of obstacles. Accept criticism and deal calmly and effectively in high stress situations. Education/Previous Experience Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program. Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program. Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program. Education Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance Work Experience General Experience - 7 to 12 months Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DG1
    $80k-114k yearly est. Auto-Apply 35d ago
  • Equipment Associate

    United Rentals 4.5company rating

    Raleigh, NC job

    **_Great company. Great people. Great opportunities._** **If you'd like the chance to make your mark with the world's largest equipment rental provider,** **come build your future with United Rentals!** As an Equipment Associate at United Rentals, you will perform a variety of manual tasks to ensure smooth branch operation. Your primary objective will be to provide labor assistance to service technicians, sales staff and other branch personnel engaged in meeting the needs of customers. Excellence in this challenging and rewarding position paves the way for advancement opportunities into our Driver and Service Technician development programs. **What you'll do:** + Check equipment for damage, hours used, mileage and fuel level upon return to the branch + Inspect rental equipment for safety decals, safety compliance, and ensure that equipment is in good working order + Clean all equipment and maintain a clean work area + Load and unload rental equipment, and prepare equipment for rental + Checkout and demonstrate equipment for customers as well as drive a delivery truck to pick-up and drop-off equipment + Other duties assigned as needed **Requirements:** + High school diploma or equivalent + Valid driver's license with acceptable driving record + Effective communication, multi-tasking and strong teamwork skills + Diligent attention to safety + Superior customer service skills + Ability to frequently lift items up to 45 lbs. This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. **_Why join us?_** We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: + Paid Parental Leave + United Compassion Fund (*********************************************** + Employee Discount Program + Career Development & Promotional Opportunities + Additional Vacation Buy Up Program (US Only) + Early Wage Access through Payactiv (US Hourly Only) + Paid Sick Leave + An inclusive and welcoming culture (************************************************* Learn more about our full US benefit offerings (********************************** here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability._**
    $24k-30k yearly est. 10d ago
  • Senior Client Service Associate (Raleigh, NC)

    Raymond James Financial, Inc. 4.7company rating

    Raleigh, NC job

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! **Essential Duties and Responsibilities** - Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. - Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. - Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies. - With a high level of organization and attention to detail, processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments. - Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. - Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses. - For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. - Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. - Creates and maintains records and files utilizing Client Relationship Management (CRM) software. - Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles. - May enter orders at the direction of the Financial Advisor. - Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. - Performs other duties and responsibilities as assigned. **Knowledge of** - Company's working structure, policies, mission, and strategies. - General office practices, procedures, and methods. - Investment concepts, practices and procedures used in the securities industry. - Financial markets, products and industry regulations. **Skill in** - Client Relationship Management (CRM) software, or similar contact management software. - Excel, including developing spreadsheets as needed and for ongoing reporting. - Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) **Ability to** - Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. - Analyze and research account information. - Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. - Identify time sensitive items and assess competing priorities. - Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. - Handle stressful situations and provide a high level of customer service in a calm and professional manner. - Analyze problems and establish solutions in a fast paced environment. - Use mathematics sufficient to process account and transaction information. - Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. - Work both independently and as part of a cohesive team. - Provide a high level of customer service. **Education/Previous Experience** - High School Diploma or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
    $64k-82k yearly est. 49d ago
  • Field Diesel Mechanic

    United Rentals 4.5company rating

    Garner, NC job

    Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As a Field Diesel Mechanic (Service Tech III - Field Service), you'll use your skills to perform maintenance and repairs on complex equipment in a safe and professional manner. Every day, you can improve and challenge yourself, and if you have the desire and ambition, you'll have the potential to work towards higher levels of Service Technician and leadership roles in our Service Department. Like every member of our team, we will rely on you to provide exceptional customer service to our customers. What you'll do: Safe maintenance and repair of a variety of complex rental equipment involving mechanical, electrical, hydraulic, and diesel systems Travel to customer job sites for repair/maintenance of rental or customer owned equipment; must maintain service vehicle in a clean and professional manner Assist in the training of lower level technicians as needed Maintain paperwork/electronic documentation of work performed (work orders) in a complete and timely manner on a daily basis Assist with pick-up and delivery of equipment & parts Other duties assigned as needed Requirements: High School diploma or equivalent Valid driver's license with acceptable driving record 3-5 years of experience repairing/maintaining equipment and tools Advanced mechanical aptitude and working knowledge of tools Strong mechanical background knowledge of various engines Must own tools applicable to position Superior customer service, teamwork and verbal/written communication skills Ability to frequently lift items up to 45 lbs. This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. Why join us? We don't just “talk the talk!” We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion Fund Employee Discount Program Career Development & Promotional Opportunities Additional Vacation Buy Up Program (US Only) Early Wage Access through Payactiv (US Hourly Only) Paid Sick Leave An inclusive and welcoming culture Learn more about our full US benefit offerings here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
    $49k-66k yearly est. Auto-Apply 4d ago
  • Equipment Associate

    United Rentals 4.5company rating

    Raleigh, NC job

    Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As an Equipment Associate at United Rentals, you will perform a variety of manual tasks to ensure smooth branch operation. Your primary objective will be to provide labor assistance to service technicians, sales staff and other branch personnel engaged in meeting the needs of customers. Excellence in this challenging and rewarding position paves the way for advancement opportunities into our Driver and Service Technician development programs. What you'll do: Check equipment for damage, hours used, mileage and fuel level upon return to the branch Inspect rental equipment for safety decals, safety compliance, and ensure that equipment is in good working order Clean all equipment and maintain a clean work area Load and unload rental equipment, and prepare equipment for rental Checkout and demonstrate equipment for customers as well as drive a delivery truck to pick-up and drop-off equipment Other duties assigned as needed Requirements: High school diploma or equivalent Valid driver's license with acceptable driving record Effective communication, multi-tasking and strong teamwork skills Diligent attention to safety Superior customer service skills Ability to frequently lift items up to 45 lbs. This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. Why join us? We don't just “talk the talk!” We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion Fund Employee Discount Program Career Development & Promotional Opportunities Additional Vacation Buy Up Program (US Only) Early Wage Access through Payactiv (US Hourly Only) Paid Sick Leave An inclusive and welcoming culture Learn more about our full US benefit offerings here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
    $24k-30k yearly est. Auto-Apply 11d ago
  • Sales Development Program Sales Associate - Fluid Solutions

    United Rentals 4.5company rating

    Goldsboro, NC job

    **_Great company. Great people. Great opportunities._** If you'd like the chance to make your mark with the world's largest equipment rental provider, **come build your future with United Rentals!** As a Sales Associate, you will have an exciting opportunity to grow your sales career with the leader in the industry. You will be instrumental in supporting the business plan through profitable revenue generation. Gain valuable hands on training along with real world experience in the field, selling to actual customers with the opportunity to impact the company's bottom line, increasing your skills and confidence! **Can be located anywhere in one of our 1200 + locations across North America.** **This position is working in conjunction with local branches near you and working independently. Must be within driving distance of a branch to successfully participate in this program. T** **alk with our team today to discuss location opportunities and relocation!** **_Sales Development Program - What We Do:_** + Sales Performance: improve time to productivity with automated learning paths and certify on execution and retention + Coaching: provide a structured coaching environment where reps & managers conduct weekly 1:1 coaching + Skills Development: gain confidence to handle any situation with video role plays, simulated sales scenarios and field ride-a-longs + Micro Learning: consistently distribute bite-sized content with engaging videos, quizzes & challenges **_How We Do it:_** + Analytics: provide real-time visibility to achievements, measure capabilities and knowledge gaps + Gamification: engage and motivate teams with leaderboards & badges + Sales Tools: access content through both internal & customer facing programs + Artificial Intelligence: leverage descriptive & predictive intelligence to maximize engagement and proficiency **_What you'll do:_** + Qualify and quantify the needs of our existing customer base by utilizing our CRM program, SalesForce.com, and persuasive selling techniques + Validate and Collect primary decision maker's contact information and customer needs for use on future sales and marketing campaigns + Leverage marketing & Sales tools to identify and sell New Customers + Recover declining & dormant customers via our sales tools and comprehensive United Rentals value proposition + Support & learn about branch operations + Learn accurate use of United Rentals' IT systems for quotes, rental, sales, reservations, territory management + Coordinate with all branch departments to ensure customer satisfaction; and communicate field issues to branch personnel + Work with ISR's to provide solutions to customers around equipment needs assessment, training, demonstrations, quotations, catalogs, credit apps + Negotiate prices on equipment rentals and sales in accordance with pricing policies and procedures + Drive customer engagement to local events/promotions + Perform duties as assigned by management **_Requirements:_** + Bachelor's degree or equivalent experience + One year experience in a sales related role preferred + Proven planning, problem-solving and negotiation skills + Excellent interpersonal & communication skills + Proficient computer skills with at least 1 year experience using Microsoft Office + Strong presentation skills and demonstrate effective sales orientation + Strong teamwork and organizational skills + Valid driver's license with acceptable driving record is a must + Willing and able to relocate **_Why join us?_** We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: + Paid Parental Leave + United Compassion Fund (*********************************************** + Employee Discount Program + Career Development & Promotional Opportunities + Additional Vacation Buy Up Program (US Only) + Early Wage Access through Payactiv (US Hourly Only) + Paid Sick Leave + An inclusive and welcoming culture (************************************************* Learn more about our full US benefit offerings (********************************** here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. **_United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, education, training, experience, skills, and ability._**
    $24k-31k yearly est. 28d ago
  • Senior Client Service Associate (Raleigh, NC)

    Raymond James 4.7company rating

    Raleigh, NC job

    Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision making responsibility. Extensive contact with internal and external clients to resolve most questions and problems and refers new or unusual issues to a higher level. Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you! Essential Duties and Responsibilities • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings. • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. • Opens new client accounts, researches client and security information and tracks daily contacts for team using internal databases and other technologies. • With a high level of organization and attention to detail, processes documents for insurance purchases, review close outs, distributions and Roth IRA conversions, as well as maintenance of 529 accounts for clients and college payments. • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor. • Oversees the process of outside account reporting, securities litigation submissions and renewing of insurance and state securities licenses. • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion. • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients. • Creates and maintains records and files utilizing Client Relationship Management (CRM) software. • Assists Financial Advisors with marketing efforts including brochures, team website updates and posting of LinkedIn articles. • May enter orders at the direction of the Financial Advisor. • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures. • Performs other duties and responsibilities as assigned. Knowledge of • Company's working structure, policies, mission, and strategies. • General office practices, procedures, and methods. • Investment concepts, practices and procedures used in the securities industry. • Financial markets, products and industry regulations. Skill in • Client Relationship Management (CRM) software, or similar contact management software. • Excel, including developing spreadsheets as needed and for ongoing reporting. • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail) Ability to • Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. • Analyze and research account information. • Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. • Identify time sensitive items and assess competing priorities. • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. • Handle stressful situations and provide a high level of customer service in a calm and professional manner. • Analyze problems and establish solutions in a fast paced environment. • Use mathematics sufficient to process account and transaction information. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually. • Work both independently and as part of a cohesive team. • Provide a high level of customer service. Education/Previous Experience • High School Diploma or equivalent and a minimum of three (3) years financial services industry experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources. Education High School (HS) (Required) Work Experience General Experience - 4 to 6 months Certifications Travel Less than 25% Workstyle Resident At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-DW
    $64k-82k yearly est. Auto-Apply 47d ago
  • Field Diesel Mechanic

    United Rentals 4.5company rating

    Durham, NC job

    Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As a Field Diesel Mechanic (Service Tech III - Field Service), you'll use your skills to perform maintenance and repairs on complex equipment in a safe and professional manner. Every day, you can improve and challenge yourself, and if you have the desire and ambition, you'll have the potential to work towards higher levels of Service Technician and leadership roles in our Service Department. Like every member of our team, we will rely on you to provide exceptional customer service to our customers. What you'll do: * Safe maintenance and repair of a variety of complex rental equipment involving mechanical, electrical, hydraulic, and diesel systems * Travel to customer job sites for repair/maintenance of rental or customer owned equipment; must maintain service vehicle in a clean and professional manner * Assist in the training of lower level technicians as needed * Maintain paperwork/electronic documentation of work performed (work orders) in a complete and timely manner on a daily basis * Assist with pick-up and delivery of equipment & parts * Other duties assigned as needed Requirements: * High School diploma or equivalent * Valid driver's license with acceptable driving record * 3-5 years of experience repairing/maintaining equipment and tools * Advanced mechanical aptitude and working knowledge of tools * Strong mechanical background knowledge of various engines * Must own tools applicable to position * Superior customer service, teamwork and verbal/written communication skills * Ability to frequently lift items up to 45 lbs. This position is deemed Safety Sensitive for purposes of United Rentals' policies and procedures. Why join us? We don't just "talk the talk!" We're an award-winning company (recently named a Glassdoor Best Place to Work in 2023) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family. In addition to our health and financial plans, we also offer: * Paid Parental Leave * United Compassion Fund * Employee Discount Program * Career Development & Promotional Opportunities * Additional Vacation Buy Up Program (US Only) * Early Wage Access through Payactiv (US Hourly Only) * Paid Sick Leave * An inclusive and welcoming culture Learn more about our full US benefit offerings here. United Rentals, Inc. is an Equal Opportunity Employer and makes employment decisions regardless of race, color, religion, sex, national origin, age, genetic information, citizenship status, veteran status, sexual orientation, gender identity, disability, or any other status protected by law. If you need a reasonable accommodation at any point of the application process, please email ************** for assistance. At United Rentals, we proudly hire active duty members, veterans, reservists, and their families. The values that define your service-leadership, discipline, integrity, and teamwork-are the same values that drive our success. With many veterans already part of our team, we're ready to help you transition into a rewarding career. United Rentals consists of a wide variety of roles with different duties and responsibilities. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
    $49k-66k yearly est. Auto-Apply 60d+ ago

Learn more about NVR jobs

Most common locations at NVR