- Bank of America (Norfolk, VA)
- Wealth Management Client Associate Norfolk, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Bank of America (Virginia Beach, VA)
- Private Wealth Client Associate Virginia Beach, Virginia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help...resilient, results focused and effective **Position Overview:** The **Private Wealth Client Associate ** role is… more
- Cherry Bekaert (Virginia Beach, VA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... of the firm on behalf of each Outsourced Accounting client . The Associate is responsible for all...accounting procedures ensuring compliance with GAAP + Overall day-to-day management of financial reporting accuracy and on-time processing of… more
- ADP (Norfolk, VA)
- …** Management ** : Works with various internal business partners to achieve client service levels. Leads project management activities related to Year End, ... associate performance and attendance feedback to Health and Wealth Operations Executive. + **Quality** **Assurance** : Provides monthly quality statistics… more
- Truist (Norfolk, VA)
- …of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2. Meet regularly with Complex Directors to ... Williamsburg, Norfolk, Virginia Beach Responsible for the supervision of Client Service Associates, including their sales support processes and activities.… more