- Bank of America (Bowling Green, KY)
- Wealth Management Client Associate Bowling Green, Kentucky **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bowling-Green/ Wealth - Management - Client - Associate \_25042875) **Job Description:** Merrill Wealth Management… more
- PNC (Louisville, KY)
- …collaborative circuit of bank branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on ... art technology designed to elevate your career. At PNC Wealth Management , we are passionate about our...an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales… more
- Raymond James Financial, Inc. (Lexington, KY)
- …by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available ... industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective… more
- UMB Bank (Frankfort, KY)
- …will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower ... problem-solving skills. + You are customer focused with great client relationship management skills. + You are...Excel, PowerPoint, SharePoint). **Bonus points for:** + You have Wealth Management experience. + You have knowledge… more