3 client services associate jobs at 2 companies in Warner Robins, 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.