- Bank of America (Birmingham, AL)
- Wealth Management Client Associate Birmingham, Alabama **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back office support for the ... Wealth Management business segment. The ... business segment, including transactions processing for firm-specific assets, client bill pay services, wire transfers and check disbursements… more
- Regions Bank (Birmingham, AL)
- …and problem-solving skills, including attention to detail This position is on our Private Wealth Management team. _This position may be filled at a higher level ... May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of time… more
- Wells Fargo (Birmingham, AL)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
- Regions Bank (Birmingham, AL)
- …reconfiguration, software updates etc. to promote process efficiency + Partners with the Wealth Management Data Governance team to determine data needs and ... oversees the investment process in the areas of trading operations, client reporting, performance management , and investment performance analysis. **Primary… more
- Regions Bank (Hoover, AL)
- …+ Contributes to the formulation of plans to mitigate risks + Understands the client 's needs and identify opportunities to improve and resolve client service ... extension of commercial credit + Serves in a problem solving capacity by providing client service for loan products + Addresses loan setup issues promptly to ensure… more