- Bank of America (Lexington, KY)
- Wealth Management Client Associate Lexington, Kentucky **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lexington/ Wealth - Management - Client - Associate \_25045373-1) **Job Description:** Merrill Wealth Management… 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