2 wealth jobs at 1 company in Athens, GA

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Wealth Management Client Associate
Athens, Georgia, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
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Wealth Management Client Associate
Athens, Georgia, United States
OnsiteFull Time
Bank of America
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