• Wealth Management Client

    Bank of America (Norfolk, VA)
    Wealth Management Client Associate Norfolk, Virginia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
    Bank of America (05/10/24)
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  • Tax Amendments Team Leader

    ADP (Norfolk, VA)
    …** Management ** : Works with various internal business partners to achieve client service levels. Leads project management activities related to Year End, ... associate performance and attendance feedback to Health and Wealth Operations Executive. + **Quality** **Assurance** : Provides monthly quality statistics… more
    ADP (04/11/24)
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  • Regional Support Manager - Virginia area

    Truist (Norfolk, VA)
    …of the Financial Advisor, including addressing escalated issues not resolved by the Client /Branch Service Associate . 2. Meet regularly with Complex Directors to ... Williamsburg, Norfolk, Virginia Beach Responsible for the supervision of Client Service Associates, including their sales support processes and activities.… more
    Truist (05/08/24)
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