10 client services associate jobs at 4 companies in Macon, GA
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Wealth Management Client Associate
Macon or Macon or Macon
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHigh school diploma/GED and 1 year of experience. Requires client service, communication, judgment, adaptability, and computer skills; Microsoft Office and Salesforce proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; client service, communication, organization, judgment, adaptability, and computer application skills required. FINRA credentials, investment knowledge, Salesforce, and Microsoft Office proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Support financial advisors and clients with account servicing, trade processing, paperwork submission, authentication, and administrative tasks; FINRA licensing required or obtainable; strong communication and computer skills.
H&R Block: A tax preparation and financial services helping clients file taxes and build financial confidence.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools including AI tools. No prior tax experience required.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations and financial needs.
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
Requires high school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
High school diploma or GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage tax obligations and make informed financial decisions.
No prior tax experience required. Requires high school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Western Veterinary Partners: Provides operational and business support services to veterinary practices.
DVM or VMD required, licensed or eligible for Georgia veterinary licensure, strong small-animal medicine and surgery skills, client communication, and teamwork.