3 client solutions manager jobs at 2 companies in Georgetown, KY
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients, assist with transactions and self-service tools, manage cash, and connect clients to financial solutions; high school diploma/GED required; weekend availability required.
Austin or Palm Coast or Atlanta or Tysons or Lexington
OnsiteFull Time
Coastal Cloud: A technology consulting delivering Salesforce-centered enterprise solutions and SaaS integrations.
7+ YOE3+ MgmtRequires 7+ years designing Salesforce enterprise solutions, 3+ years leading architecture roles, PRM experience, Salesforce architecture credentials, US work authorization, and client-facing leadership experience.
Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Revenue Cloud, Salesforce CPQ, Salesforce Experience Cloud, Salesforce Industry Clouds, Salesforce Partner Relationship Management, Conga, DocuSign, AccountingSeed, AppExchange, Apex, LWC, Salesforce Field Service, Salesforce Data Cloud, Salesforce Nonprofit Cloud, Salesforce Education Cloud, Salesforce Marketing Cloud, Salesforce Community Cloud, Snowflake, CRM, ERP, Agile