4 client accounting services associate jobs at 3 companies in Athens, GA
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Wealth Management Client Associate
Athens, Georgia, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to financial advisors, deliver accurate client materials, learn investment products and platforms, and maintain client relationships; SIE/Series credentials desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOEProvide client service support to Financial Advisors, ensure timely accurate client materials, promote banking solutions, and support operational excellence; 1+ years experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
High school diploma or equivalent, completed H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Part Time (20 Hours) Associate Banker, Trammel and Hwy 20 Branch, Cumming, GA
Cumming, Georgia, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
Provide attentive client service, open and service accounts, use banking technology, handle cash devices, and learn products and procedures; high school diploma or GED required.