Atlanta, Georgia, United States · Hybrid
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…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Atlanta, Georgia, United States · Hybrid
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…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Atlanta, Georgia, United States · On-site
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. Responsible Growth is how we run our company and how we deliver for our cl…
Skills: Treasury Payments, Receipts, Information Reporting, Technical Design, Functional Design
Atlanta, Georgia, United States · On-site
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. Responsible Growth is how we run our company and how we deliver for our cl…
Skills: Treasury Payments, Receipts, Information Reporting, Functional Design, Technical Design
Atlanta, Georgia, United States · On-site
About Invisors As a professional services firm, our people are our brand: It’s mission-critical that we hire + nurture talent effectively. We pride ourselves on being flexible and innovative, with a passion for client sa…
Skills: Workday Configuration, Solution Design, Business Process Mapping, Workday Reporting, Workday Security
Atlanta, Georgia, United States · On-site
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirem…
Skills: Customer Service, Cash Handling, Cross-selling, Financial Profiling, Retail Banking
Atlanta, Georgia, United States · On-site
$123k–$145k/yr
Job Title Manager, Financial Analysis Hub (Multifamily) Job Description Summary The Capital Markets Financial Analysis (“CMFA”) Hub Manager is a multifamily subject matter expert responsible for the day-to-day management…
Skills: Multifamily Financial Analysis, Underwriting Modeling, Commercial Real Estate Valuation, Team Leadership, Quality Control Review
Englewood, Colorado, United States · On-site
$120k–$198k/yr
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascin…
Skills: Financial Analytics, Financial Modeling, Team Leadership
Atlanta, Georgia, United States · Hybrid
$124k–$210k/yr
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 …
Skills: Cyber Intelligence, Fraud Investigation, Digital Forensics, Network Security, All-source Analysis
Atlanta, Georgia, United States · On-site
With a career at The Home Depot, you can be yourself and also be part of something bigger. Position Purpose: The Sr. Analyst Pro Experience will serve as a key role supporting the Home Depot Pro strategic growth initiati…
Skills: Data Analysis, Project Management, Business Acumen, Tableau, Microsoft Office Suite
Atlanta, Georgia, United States · Hybrid
Property Description Davidson Hospitality Group is a dynamic and innovative hospitality management company that is constantly seeking top talent to join its team. With its headquarters located in the heart of the hospita…
Skills: Workday Payroll, Payroll Compliance, Multi-state Payroll, Team Leadership, Payroll Tax Administration
Atlanta, Georgia, United States · Remote OK
Job Tittle - Head of Post-Award Grants Department: Finance / GSMA Mobile for Development Foundation Inc Team: Finance & Compliance Location: Atlanta, GA Position type: Full-time, Permanent What the hiring manager says Th…
Skills: Post-Award Grant Management, Donor Compliance, Financial Reporting, Audit Management, People Management
Atlanta, Georgia, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Book Of Business, Client Relationship Building, Credit Processes, Credit Products, Customer Engagement
Atlanta, Georgia, United States · On-site
About the Firm We are a global investment management firm reimagining what the next-generation investment organization should look like. As artificial intelligence, automation, data systems, and evolving market structure…
Skills: SQL, Python, Data Engineering, Institutional Reporting, Performance Attribution
Atlanta, Georgia, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Business Development, Business Intelligence, Competitive Strategies, Data Integration, Data Mining
Atlanta, Georgia, United States · On-site
$120k–$150k/yr
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: Proxy Security, Cloud Security, Zscaler, Zero Trust, Python
Atlanta, Georgia, United States · On-site
About the Firm We are a global investment management firm reimagining the next-generation investment organization. As AI, automation, data systems, and evolving market structure reshape the industry, we believe the tradi…
Skills: Investment Operations, Fund Accounting, Performance Reporting, Data Architecture, AI Implementation
Atlanta, Georgia, United States · On-site
$95k–$105k/yr
Company Description Who We Are AIR Communities is a Real Estate Investment Trust headquartered in Denver, CO. This position is eligible to sit in Denver or Atlanta, GA. We are one of the country's largest owners and oper…
Skills: Team Leadership, Procurement, Accounts Payable, Inventory Management, Coupa Configuration
Atlanta, Georgia, United States · On-site
$74k–$84k/yr
Company Description Who We Are AIR Communities is a Real Estate Investment Trust headquartered in Denver, CO. This position is eligible to sit in Denver or Atlanta, GA. We are one of the country's largest owners and oper…
Skills: Team Leadership, Procurement, Accounts Payable, Inventory Management, Coupa Configuration
Atlanta, Georgia, United States · On-site
Description HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, …
Skills: Wealth Management, Investment Management, Family Office Services, Financial Advisory
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Provide comprehensive client service support to Financial Advisors, including onboarding new accounts and processing financial transactions. Act as the primary point of contact for clients to address service needs and promote banking offerings.
Requires a high school diploma and a client-centric mindset with strong organizational skills. Preference is given to candidates with FINRA licenses (SIE, Series 7, 66) and experience with Salesforce and complex account openings.
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.
The Westmoreland Group is seeking an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service. Key responsibilities include, but are not limited to, new account onboarding, processing wire transfers, completing journal entries, managing householding requests, and overseeing bannering and de-bannering activities. Experience with complex account openings, including RCMA and RCMA II accounts, Salesforce, and WebEx Softphone is strongly preferred.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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Based on 1043 listings with disclosed salaries, most finance & accounting jobs in Atlanta, GA pay between $65k–$200k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 2,707 open finance & accounting positions in Atlanta, GA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Truist, Regions Bank, EY, ICE, The Home Depot, among others. Browse the listings above to see every active employer.
Yes — 1111 of the 2707 open finance & accounting positions offer remote or hybrid work (271 remote, 840 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
