4 private wealth client associate jobs found

Interview Operations Lead -Associate- Fully Onsite The Interview, Scheduling, Logistics team is looking for an Interview Operations Lead Associate to lead recruiting suite operations with clients to deliver on people initiatives and talent strategy.  Responsibilities:  Leadership & Multi-Site Coordination Team Lead: Directly lead a team of interview facilitators across three distinct geographic locations supporting in-person interviews Operational Oversight: Prepare and maintain the scheduling and facilitation operations for three dedicated recruiting suites. Ensure all processes are documented and maintained to care for a seamless in-person experience for both candidates and interviewers.  Escalation Management: Serve as the primary point of contact for complex interview facilitation issues for both candidates and internal business partners Strategic Partnership: Collaborate closely with recruiters to ensure the end-to-end hiring process is...

Senior Operations Coordinator - Richmond, VA or Plano, TX - Work from home Senior Operations Coordinator - Richmond, VA or Plano, TX - Work from home Level: Senior Coordinator  Locations: Richmond, VA, or Plano, TX Type : Work from Home - Refer to Work from Home Living and Technology requirements below.  Department hours:   M-F: 1 PM - 10 PM EST / 12 PM - 9 PM CST Role Overview:  The Senior Operations Coordinator is an entry level role for the Cardmember Servicing team.  This person fulfills the basic and transactional servicing requests made via inbound phone or email.  This person uses multiple systems interfaces to research, diagnose, and resolve client needs. Participates in day to day processing functions of Operations (Inbound Customer Service – phone and email). Fulfills important customer financial and non-financial requests using a variety of agent tools (GUI-based, green screens). Identifies, researches, solves and/or responds to inquiries of...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...