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Bank of America Logo
Bank of America

Wealth Management Client Associate

Reposted 24 Days AgoSaved
In-Office
Sewickley, PA, USA
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide client service support to Financial Advisors by educating clients on banking offerings, ensuring timely and accurate service, and maintaining client relationships.
Top Skills: ExcelMicrosoft PowerpointMicrosoft WordSalesforce
Bank of America Logo
Bank of America

Credit Officer, Global Wealth & Investment Management

Reposted 24 Days AgoSaved
In-Office or Remote
3 Locations
97K-145K Annually
Mid level
97K-145K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Credit Officer develops credit strategies, cultivates client relationships, negotiates loan structures, conducts financial analyses, and ensures compliance with loan covenants.
Top Skills: BankingFinance
Bank of America Logo
Bank of America

Wealth Management Client Associate

Reposted 24 Days AgoSaved
In-Office
Birmingham, West Midlands, England, GBR
Entry level
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide client service support to Financial Advisors by educating clients on banking services, ensuring timely and accurate client materials, and managing relationships.
Top Skills: ExcelMicrosoft WordPowerPointSalesforce
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