Current jobs related to Wealth Management Client Associate - Athens, Georgia - Bank of America
-
Wealth Management Consultant
3 weeks ago
Athens, Georgia, United States Hunter Recruitment Advisors Full timeAre you a seasoned Financial Advisor seeking to collaborate with a firm that enables you to envision your future and define success on your own terms? At Hunter Recruitment Advisors, we prioritize your professional growth and independence.About Us:Hunter Recruitment Advisors is a distinguished wealth management firm dedicated to assisting individuals and...
-
Wealth Team Manager
2 weeks ago
Athens, Georgia, United States Dennis Region - Modern Woodmen of America Full timeAbout the RoleWe are seeking a highly motivated and experienced Wealth Team Manager to join our team at the Dennis Region of Modern Woodmen of America. As a key member of our organization, you will play a pivotal role in addressing the financial needs of our members, exemplifying leadership in the community, and spearheading the growth of our local...
-
Client Relations and Sales Associate
3 weeks ago
Athens, Georgia, United States Jimmy Britt Chevrolet Full timeJoin Our Dynamic Team!At Jimmy Britt Chevrolet, our sales and customer support team is essential to our dealership's success. We pride ourselves on being recognized as a top Chevrolet dealer in Georgia, thanks to our commitment to exceptional service and customer satisfaction. Why Choose Us?We believe in investing in our employees' futures and fostering a...
-
Lead Tax Accounting Manager
3 weeks ago
Athens, Georgia, United States Pathwise Cpa Group Full timeLead Tax Accounting Manager at Pathwise CPA GroupPathwise CPA Group is in search of a Lead Tax Accounting Manager to enhance their operations. This role is ideal for both seasoned CPAs and proficient tax specialists, offering flexibility in both part-time and full-time arrangements.Key Responsibilities:Preparation of 1065/1120S corporate tax...
-
Financial Planning Advisor
3 weeks ago
Athens, Georgia, United States Highland Trust Partners LLC Full timeExciting Opportunity in Wealth ManagementAre you a seasoned Financial Advisor seeking a rewarding opportunity in the wealth management sector? Join our team at Highland Trust Partners LLC, where we focus on delivering tailored financial strategies to our clients and are in search of a skilled professional to contribute to our mission.About Our Firm:Highland...
-
Investment Consultant
3 weeks ago
Athens, Georgia, United States Highland Trust Partners LLC Full timeJoin Our Wealth Management TeamAre you a seasoned Financial Advisor seeking a rewarding opportunity in wealth management? At Highland Trust Partners LLC, we are committed to delivering tailored financial strategies to our clients and are in search of a skilled professional to join our dynamic team.About Our Firm:Highland Trust Partners LLC is a reputable...
-
Athens, Georgia, United States SouthState Bank, N.A. Full timeJob SummaryWe are seeking a highly skilled Commercial Relationship Manager II to join our team at SouthState Bank, N.A. in Athens or Gainsville, GA. As a key member of our commercial banking team, you will be responsible for developing new business through sales efforts in a SouthState metropolitan market.Key ResponsibilitiesDevelop consultative...
-
Client Relationship Manager
3 weeks ago
Athens, Georgia, United States Shane Dekle - State Farm Agent Full timeInsurance Sales Consultant OpportunityAre you interested in building a rewarding career in the insurance sector? Our team, led by Shane Dekle, is searching for a motivated and professional individual to enhance our operations. As part of our organization, you will have the chance to develop significant connections with clients and advocate for a variety of...
-
Client Relationship Manager
3 weeks ago
Athens, Georgia, United States Shane Dekle - State Farm Agent Full timeBecome an Insurance Consultant with Shane Dekle - State Farm AgentAre you ready to embark on a rewarding journey in the insurance sector? Our team, led by Shane Dekle, is seeking a motivated and professional individual to enhance our operations. In this role, you will have the opportunity to build strong connections with clients and advocate for a variety of...
-
Client Relationship Manager
3 weeks ago
Athens, Georgia, United States Shane Dekle - State Farm Agent Full timeBecome an Insurance Sales ConsultantAre you ready to embark on a rewarding journey in the insurance sector? Our team, led by Shane Dekle, is seeking a professional and motivated individual to enhance our operations. In this role, you will have the opportunity to build strong connections with clients and advocate for a variety of insurance solutions,...
-
Client Relations Coordinator
3 weeks ago
Athens, Georgia, United States Partners Personnel Full timeJob OverviewPosition SummaryA reputable marketing agency is in search of several Client Relations Coordinators who will engage with clients through various communication channels to deliver an outstanding service experience. The Client Relations Coordinator will be an integral part of a team dedicated to fostering a robust client network. This role demands a...
-
Hospice Case Manager RN
2 weeks ago
Athens, Georgia, United States Clinical Management Consultants Full timeAbout the RoleClinical Management Consultants is seeking a dedicated Hospice Case Manager RN to join our team. This is an exciting opportunity to work in a dynamic healthcare environment, delivering patient care across various settings, including homes, hospitals, and long-term care facilities.Key ResponsibilitiesCollaborate with a multidisciplinary hospice...
-
Client Relations Specialist
3 weeks ago
Athens, Georgia, United States Jacob Fincher - State Farm Agent Full timeExciting Career Opportunity:We are seeking a motivated individual to become a vital part of our thriving team as a Client Relations Specialist - State Farm Agent Team Member. If you have a passion for delivering outstanding customer service and enjoy engaging in meaningful interactions, this role may be an excellent match for you.Primary...
-
Hospice Case Manager RN
1 week ago
Athens, Georgia, United States Clinical Management Consultants Full timeHospice Case Manager RN Job SummaryWe are seeking a dedicated Hospice Case Manager RN to join our team at Clinical Management Consultants. This role involves delivering patient care across various settings, including homes, hospitals, and long-term care facilities within the hospice service area.Key Responsibilities:Collaborate with a multidisciplinary...
-
Hospice Case Manager RN
1 week ago
Athens, Georgia, United States Clinical Management Consultants Full timeJob Summary:Clinical Management Consultants is seeking a dedicated Hospice Case Manager RN to join our team. As a Hospice Case Manager RN, you will play a vital role in delivering patient care across various settings, including homes, hospitals, and long-term care facilities within the hospice service area.Key Responsibilities:Collaborate with a...
-
Financial Planning Specialist
3 weeks ago
Athens, Georgia, United States Highland Trust Partners LLC Full timeJoin Our Wealth Management TeamAre you a seasoned Financial Advisor seeking a rewarding opportunity in the wealth management sector? At Highland Trust Partners LLC, we pride ourselves on delivering tailored financial strategies to our clients, and we are in search of a skilled professional to enhance our mission.About Our Firm:Highland Trust Partners LLC is...
-
Hospice Case Manager RN
3 days ago
Athens, Georgia, United States Clinical Management Consultants Full timeHospice Case Manager RN Job SummaryClinical Management Consultants is seeking a dedicated Hospice Case Manager RN to join our team in providing compassionate and effective hospice care to patients in various settings. As a Hospice Case Manager RN, you will collaborate with a multidisciplinary team to ensure effective patient care and desired outcomes,...
-
Medical Surgical Nurse Manager
2 weeks ago
Athens, Georgia, United States Clinical Management Consultants Full timeJob SummaryClinical Management Consultants is seeking a highly skilled and experienced Medical Surgical Nurse Manager to join our team. As a key member of our leadership cadre, you will be responsible for overseeing the administrative and operational aspects of a 50-bed medical surgical unit.Key ResponsibilitiesAssume leadership of a dynamic team of nursing...
-
Hospice Case Manager RN
2 weeks ago
Athens, Georgia, United States Clinical Management Consultants Full timeJob Summary:Clinical Management Consultants is seeking a dedicated Hospice Case Manager RN to join our team. This role involves delivering patient care across various settings, including homes, hospitals, and long-term care facilities within the hospice service area.Key Responsibilities:Collaborate with a multidisciplinary hospice team to ensure effective...
-
Travel Nurse RN Specialist
1 week ago
Athens, Georgia, United States HealthEcareers - Client Full timeJob SummaryHealthEcareers - Client is seeking a skilled Operating Room Nurse to join their team. As a travel nurse, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and collaborating with a multidisciplinary team.Key ResponsibilitiesProvide direct patient care in the operating room, ensuring a...
Wealth Management Client Associate
4 months ago
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
Work with highly affluent clients Lead end-to-end onboarding and maintenance activities for new and existing clients.Provide products and services to each client, working with cross line of business partnersUse creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.Act as a key team member leading our clients digital experience with the firmCreate ease of access and interaction, while protecting their privacy and security Find opportunities to innovate every dayKey Qualifications for the role:2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Product Knowledge: Foundational knowledge of investment and banking productsEnergetic individual that is self-motivated, coachable, and flexible in thoughtEnjoys a fast-paced environment with changing and evolving responsibilityDetailed orientedInvested in personal developmentConsistently pursues client experience excellenceWorks quickly to fulfill client needs delivering complex solutionsFrequent communication, and an abundance of discretion with sensitive informationMicrosoft Word, Excel, and PowerPoint experience with Salesforce a plusProfessional verbal and written communicationShift:1st shift (United States of America)
Hours Per Week: 37.5
