Current jobs related to Wealth Management Client Associate - Bridgwater, Somerset - Bank of America
-
Wealth Management Client Service Associate
4 weeks ago
Bridgwater, Somerset, United Kingdom Bank of America Full timeJob Summary:This role is responsible for providing exceptional client service support to Financial Advisors (FAs) in the Wealth Management division. The successful candidate will be responsible for customizing solutions based on the specific needs of each FA's business, while ensuring operational excellence and client advocacy.Key Responsibilities:Provide...
-
Senior Client Manager
1 month ago
Bridgwater, Somerset, United Kingdom Public Practice Recruitment Ltd Full timeSenior Client Manager Job OpportunityWe are seeking a highly skilled and experienced Senior Client Manager to join our team at Public Practice Recruitment Ltd. As a Senior Client Manager, you will be responsible for managing a portfolio of clients, leading a team of accountants, and providing results-driven accountancy support.About the RoleManage a...
-
Senior Client Manager
1 month ago
Bridgwater, Somerset, United Kingdom Public Practice Recruitment Ltd Full timeSenior Client Manager Job OpportunityWe are seeking a highly skilled and experienced Senior Client Manager to join our team at Public Practice Recruitment Ltd. As a Senior Client Manager, you will be responsible for managing a portfolio of clients, leading a team of accountants, and providing results-driven accountancy support.About the RoleManage a...
-
Senior Client Manager
4 weeks ago
Bridgwater, Somerset, United Kingdom Public Practice Recruitment Ltd Full timeSenior Client Manager Job OpportunityThis is a fantastic opportunity to join a highly regarded accountancy practice in the South West and across the UK, with a reputation for delivering exceptional service and driving business growth.About the RoleManage a portfolio of clients, overseeing workflow, deadlines, and budgets.Plan and undertake assignments,...
-
Sales Associate
3 weeks ago
Bridgwater, Somerset, United Kingdom DCK Group Full timeJob Title - Sales Associate - BridgwaterAbout the RoleWe are seeking a Sales Associate to join our team in Bridgwater. As a Sales Associate, you will be responsible for providing excellent customer service and sales support to our customers.Key ResponsibilitiesProvide face-to-face customer service and sales supportMerchandise products to visual merchandising...
-
Project Manager
3 weeks ago
Bridgwater, Somerset, United Kingdom Astute People Full time £5Project Manager RoleWe are seeking a skilled Project Manager to join our team at Astute People. The successful candidate will be responsible for executing projects according to best practices, ensuring they meet customer requirements and minimise risks.The Project Manager will develop and take responsibility for project management processes, directly manage...
-
Senior Commercial Manager
3 weeks ago
Bridgwater, Somerset, United Kingdom IO Associates Full timeJob OverviewWe are seeking a Senior Commercial Manager to lead the commercial management of contracts from creation through execution, ensuring optimal operational and financial performance while minimizing risk.The successful candidate will play a pivotal role in the successful delivery of our end client projects, working closely with the project team to...
-
Dental Associate Position
2 weeks ago
Bridgwater, Somerset, United Kingdom MedMatch Full timeAbout the PositionWe are seeking a skilled Associate Dentist to join our professional dental team in a bustling town. As an Associate Dentist, you will have the opportunity to earn £14 to £15 per UDA and enjoy a 50% split on earnings.About the PracticeOur 4-surgery site is conveniently located and supported by a long-standing Dental Nurse, Lead Nurse, and...
-
Dentist Associate
4 weeks ago
Bridgwater, Somerset, United Kingdom MedMatch Full timeAbout the PositionBecome part of a professional dental team as an Associate Dentist in a thriving town near Bridgwater.Earn £14 to £15 per UDAEnjoy a 50% split on earningsSupported by a dedicated long-standing practice managerLead nurse and hygienist provide exceptional supportOn-site parking providedHigh achievers find a rewarding community at the...
-
Dentist Associate
4 weeks ago
Bridgwater, Somerset, United Kingdom MedMatch Full timeAbout the PositionBecome part of a professional dental team as an Associate Dentist in a thriving town near Bridgwater.Earn £14 to £15 per UDAEnjoy a 50% split on earningsSupported by a dedicated long-standing practice managerLead nurse and hygienist provide exceptional supportOn-site parking providedHigh achievers find a rewarding community at the...
-
Senior Commercial Manager
3 weeks ago
Bridgwater, Somerset, United Kingdom IO Associates Full timeJob Overview:We are seeking a Senior Commercial Manager to lead the commercial management of contracts from creation through execution, ensuring optimal operational and financial performance while minimizing risk.About the Role:The successful candidate will be responsible for managing contracts, identifying and mitigating risks, and ensuring compliance with...
-
Dental Associate
4 weeks ago
Bridgwater, Somerset, United Kingdom MedMatch Full timeAbout the PositionBecome part of a dynamic dental team as an Associate Dentist in a thriving practice.Earn a competitive salary of £14 to £15 per UDAEnjoy a 50% split on earnings, providing a great opportunity for financial growthBenefit from the support of a dedicated and experienced practice managerWork alongside a lead nurse and hygienist who provide...
-
Senior Commercial Manager
4 weeks ago
Bridgwater, Somerset, United Kingdom iO Associates Full timeSenior Commercial Manager Job Description **Job Summary:** We are seeking a Senior Commercial Manager to play a pivotal role in the successful delivery of our end client projects. In this position, you will lead the commercial management of contracts from creation through execution, ensuring optimal operational and financial performance while minimizing...
-
Dental Associate
1 month ago
Bridgwater, Somerset, United Kingdom Medmatch Full timeAbout the RoleBecome part of a dynamic dental team as an Associate Dentist in a thriving town near Bridgwater.Key BenefitsEarn a competitive salary of £14 to £15 per UDAEnjoy a 50% split on earnings, providing a great opportunity for financial growthBenefit from the support of a dedicated long-standing practice managerWork alongside a lead nurse and...
-
Dental Associate
1 month ago
Bridgwater, Somerset, United Kingdom Medmatch Full timeAbout the RoleBecome part of a dynamic dental team as an Associate Dentist in a thriving town near Bridgwater.Key BenefitsEarn a competitive salary of £14 to £15 per UDAEnjoy a 50% split on earnings, providing a great opportunity for financial growthBenefit from the support of a dedicated long-standing practice managerWork alongside a lead nurse and...
-
Full-time Associate Dentist Position
4 weeks ago
Bridgwater, Somerset, United Kingdom MedMatch Full timeAbout the PositionWe are seeking a highly skilled and motivated Associate Dentist to join our professional dental team in a bustling town close to Bridgwater. As an Associate Dentist, you will have the opportunity to work with a dedicated and long-standing practice manager, lead nurse, and hygienist who provide exceptional support.Key BenefitsCompetitive...
-
Full-time Associate Dentist Position
4 weeks ago
Bridgwater, Somerset, United Kingdom MedMatch Full timeAbout the PositionWe are seeking a highly skilled and motivated Associate Dentist to join our professional dental team in a bustling town close to Bridgwater. As an Associate Dentist, you will have the opportunity to work with a dedicated and long-standing practice manager, lead nurse, and hygienist who provide exceptional support.Key BenefitsCompetitive...
-
Senior Client Manager
3 weeks ago
Bridgwater, Somerset, United Kingdom Public Practice Recruitment Ltd Full timeSenior Client Manager Job OpportunityThis is a fantastic opportunity to join a thriving South West accountancy firm with a forward-thinking approach to its full suite of services.As a Senior Client Manager, you will be responsible for owning a portfolio of clients, managing your workflow, deadlines, and budgets. You will also be responsible for planning and...
-
Dental Associate
4 weeks ago
Bridgwater, Somerset, United Kingdom Medmatch Full timeAbout the PositionBecome part of a dynamic dental team as an Associate Dentist in a thriving town near Bridgwater.Key BenefitsEarn a competitive salary of £14 to £15 per UDAEnjoy a 50% split on earnings, providing a great opportunity for financial growthBenefit from the support of a dedicated long-standing practice managerWork alongside a lead nurse and...
-
Dental Associate
4 weeks ago
Bridgwater, Somerset, United Kingdom Medmatch Full timeAbout the PositionBecome part of a dynamic dental team as an Associate Dentist in a thriving town near Bridgwater.Key BenefitsEarn a competitive salary of £14 to £15 per UDAEnjoy a 50% split on earnings, providing a great opportunity for financial growthBenefit from the support of a dedicated long-standing practice managerWork alongside a lead nurse and...
Wealth Management Client Associate
2 months ago
About the Role
This position is responsible for providing exceptional client service support to Financial Advisors, ensuring timely and accurate delivery of services to clients. Key responsibilities include:
- Providing personalized client service, educating clients on Bank of America's offerings, and ensuring timely follow-up on client requests.
- Assisting with operational excellence, risk management, and ensuring practices align with Bank of America's policies and procedures.
- Identifying and deepening client relationships, promoting Bank of America's services, and communicating outputs to Financial Advisors.
- Supporting day-to-day team activities, including covering roles in times of absence or seasonal need increases, with a client-first mindset.
Requirements
High School Diploma / GED / Secondary School or equivalent required. 1st shift (United States of America) with 37.5 hours per week.
