Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
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Audit Manager Professional Practices, Strategy & PMO
Atlanta, Georgia, United States · On-site
$130k–$145k/yr
Senior
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Strategic Initiative Development, Audit Process Improvement, Regulatory Reporting, Stakeholder Management, Business Writing
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About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to …
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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Audit Reporting, Governance, Risk Management, Process Improvement, Stakeholder Management
Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence by aligning practices with bank policies and promoting banking offerings to deepen client relationships.
Requirements
Requires a high school diploma and a results-oriented, client-centric mindset with the ability to adapt to new technologies. Desired qualifications include FINRA certifications (SIE, Series 7, 66) and proficiency in Microsoft Office and Salesforce.
Full job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How much do Finance & Accounting jobs in Georgia pay?
Based on 1586 listings with disclosed salaries, most finance & accounting jobs in Georgia pay between $65k–$189k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Georgia right now?
There are currently 5,774 open finance & accounting positions in Georgia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Georgia?
Companies currently hiring include Truist, Regions Bank, Bank of America, Wells Fargo, PNC, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Georgia?
Yes — 2085 of the 5774 open finance & accounting positions offer remote or hybrid work (689 remote, 1396 hybrid).
How do I apply for Finance & Accounting jobs in Georgia?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.