- 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
- 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
- Cherry Bekaert (Montgomery, AL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Regions Bank (Birmingham, AL)
- …of check(s) from their assigned trust accounts + Serves as a partner to Wealth Management associates in the field, specializing in Retirement, Endowments & ... direct contact with external account holders. This position oversees the client administration and acquisition of Corporate Trust and Institutional Trust accounts.… 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
- First Horizon Bank (Mobile, AL)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking...refer clients to other internal groups + Participate in client calling activities + Assist in training new associates… more