Wealth Management Client Advocate
Bank of America ATM
Bank of America is seeking a proactive Client Service Associate within Merrill Wealth Management to support Financial Advisors and advocate for client needs. You will educate clients on services, ensure accurate materials, and help protect client interests through compliant processes. The role emphasizes a client-first mindset, solid communication, and adaptability in a fast-paced environment. Office-based with potential onsite requirements; benefits include discretionary incentives. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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$60k - $85k
...OH is seeking a detailed and proactive Relationship Manager. You will serve as the primary client advocate, overseeing their experience and contributing to business... .... This position requires collaboration with a Wealth Management Advisory team and the ability to enhance...Suggested- ...Private Wealth Client Associate Columbus, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Columbus, OH3 days ago - JPMorgan Chase & Co. in the United States seeks a Private Client Investment Associate within JPMorgan Wealth Management. You will support Private Client Advisors with operational, marketing, and administrative tasks, nurture client relationships, and contribute to wealth...Suggested
$25 - $44 per hour
Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Responsibilities Partner with the client & client facing teams to collect required... ...financial transaction processing and asset management. We offer a competitive total rewards... .../Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment...SuggestedFlexible hours
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JP Morgan Chase
Columbus, OH3 days ago $60k - $80k
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$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, delivering personalized guidance and pursuing... ...contact for clients, addressing service needs and advocating for tailored solutions. In this role you will educate clients...
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- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals... ...including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management...
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$50k - $60k
A local insurance agency is looking for a Customer Service Representative to provide exceptional client experiences. This full-time position involves answering inquiries, assisting with policy changes, and processing claims. Ideal candidates have strong communication skills...Full timeLocal areaFlexible hours$45k - $65k
...a coordination-focused travel services organization supporting clients with reservations, travel planning, and service-related needs.... ...skills Excellent organization and attention to detail Ability to manage multiple tasks in a remote environment Basic computer skills...Remote jobHourly payFor contractorsFlexible hours- A health services organization in Columbus, Ohio, is seeking a Program Coordinator to serve as the face of well-being across the organization. This role involves engaging with employees and trainees, compiling feedback for program improvements, and supporting wellness initiatives...TraineeshipDay shiftAfternoon shift
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