Current jobs related to Wealth Management Client Associate - Livingstone Shire - Bank of America
-
Business Services Manager/client Manager
5 months ago
Sutherland Shire, Australia Lawson Elliott Recruitment Full timeExceptional opportunity to take the next step in your career under the guidance and mentoring of a group of highly impressive Partners - $120k - $150k Package + Benefits + Ongoing Fees - Southern Sydney based This highly impressive CA Firm is currently looking to bring on a down to earth and dedicated Manager into their business to compliment an already...
-
Sutherland Shire, Australia Equiniti Full timeJob SummaryThis is an exciting opportunity for a detail-oriented administrator to join Equiniti's team as a Payroll and Client Automated Payments Administrator. The successful candidate will be responsible for providing an excellent service to customers, reconciling payments and other outputs, and identifying potential problems and risks associated with bulk...
-
Administrative Support Professional
3 weeks ago
Wyong Shire, Australia O'Brien Plumbing Full timeAbout O'Brien Plumbing WyongWe are a growing plumbing contracting company, part of the O'Brien/Laser network, with a strong client base and a reputation for excellence.Our team is made up of quality-focused trade service professionals in the plumbing industry, with a wealth of experience and knowledge.We are a registered member of the Master Plumbers...
-
Senior Accountant
4 weeks ago
Sutherland Shire, Australia Lawson Elliott Full timeJob Title: Senior Accountant - Client Relationship ManagerWe are seeking a highly experienced Senior Accountant to join our team as a Client Relationship Manager. As a key member of our business services team, you will be responsible for managing a diverse client portfolio, providing tailored advice on accounting and taxation matters, and ensuring tax...
-
Senior Accountant
3 weeks ago
Sutherland Shire, Australia Lawson Elliott Full timeAre you an experienced Accountant looking for a new challenge? Do you have a passion for building strong client relationships? If so, this role at Lawson Elliott may be the perfect fit for you.This boutique accounting firm is seeking a Senior Accountant to step into a Client Manager role and take ownership of all client relationships. As a key member of the...
-
Senior Accountant
3 weeks ago
Sutherland Shire, Australia Lawson Elliott Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team at Lawson Elliott as a Client Manager. In this role, you will be responsible for managing a diverse client pool, providing tailored advice on accounting and taxation matters, and ensuring tax compliance.Key ResponsibilitiesManage a diverse client pool of sole traders, SMEs,...
-
Senior Accountant
4 weeks ago
Sutherland Shire, Australia Lawson Elliott Full timeJob SummaryWe are seeking a highly skilled Senior Accountant to join our team as a Client Manager. As a key member of our business services team, you will be responsible for managing a diverse client portfolio, providing tailored advice on accounting and taxation matters, and ensuring tax compliance.Key Responsibilities:Manage a diverse client pool of sole...
-
Warehouse Production Associate
2 weeks ago
Sutherland Shire, Australia People2People Full timeWe are partnering with a well-known global household brand to recruit temporary Assemblers for a temporary opportunity.About the Role:You will be responsible for the precise refurbishment of returned or used products from a variety of appliances. This involves inspecting products and determining the extent of wear, damage, or defects. You will disassemble...
-
Wyong Shire, Australia O'Brien Plumbing Full timeAbout O'Brien PlumbingO'Brien Plumbing is a proud local family-run business with a strong reputation for excellence in the plumbing industry. We are registered members of the Master Plumbers Association and have a wealth of experience and knowledge within our teams.Job OverviewWe are seeking a highly skilled plumber to join our team in a maintenance and...
-
Sutherland Shire, Australia Equiniti Full timeManagement LevelAt Equiniti, we are committed to delivering exceptional shareholder, pension, remediation, and credit technology solutions to our clients. As a leading international provider, we support 37 million people in 120 countries, with a team of over 5,000 employees.Our purpose is to care for every customer and simplify every transaction, delivered...
-
Tax Accountant
3 weeks ago
Sutherland Shire, Australia Fuse Recruitment Full timeAbout the Role:We are seeking a highly skilled Tax Accountant to join our dynamic firm. As a key member of our team, you will be responsible for preparing tax returns and financial statements for companies, trusts, SMSFs, and individuals.Key Responsibilities:Preparing tax returns and financial statements from start to finishLearning client and business...
-
Sales and Styling Associate
4 days ago
Sutherland Shire, Australia Seed Heritage Full timeWe are seeking a Sales and Styling Associate to join our Miranda concept store. This is an exciting opportunity to elevate the customer experience by delivering a sophisticated approach to sales, product knowledge, and building long-lasting relationships.Why Seed Heritage?As a Sales and Styling Associate, you will have access to up to 50% off the new season...
-
Store Manager Position
4 weeks ago
Gloucester Shire, Australia EG Australia Full timeAbout the RoleDrive store performance to achieve sales, profit, and growth targets while controlling costs and losses. Contribute to all aspects of the store, including serving customers and maintaining stock availability. Manage and oversee the training and development of your team. Ensure the health and safety of all Team Members and customers. Manage the...
-
Store Manager
1 month ago
Gloucester Shire, Australia EG Australia Full timeAbout the RoleWe are seeking a highly skilled and experienced Store Manager to lead our Gloucester store and drive sales, profit, and growth. As a Store Manager, you will be responsible for managing the day-to-day operations of the store, including customer service, stock management, and team development.Key ResponsibilitiesDrive store performance to achieve...
-
Administrative Assistant
2 weeks ago
Sutherland Shire, Australia Equiniti Full timeJob SummaryThis is an exciting opportunity for a detail-oriented administrator to join the team at Equiniti as a Payroll and Client Automated Payments Administrator. The successful candidate will have a clear focus on accuracy, ability to follow procedure, and a good understanding of advanced Excel activities such as macros and formulae.Key...
-
Sutherland Shire, Australia Equiniti Full timeManagement LevelAt Equiniti, we are a leading international provider of shareholder, pension, remediation, and credit technology. With over 5,000 employees, we support 37 million people in 120 countries. Our purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment.Our vision is to be the...
-
Payroll and Client Automated Payments Specialist
4 weeks ago
Sutherland Shire, Australia Equiniti Full timeManagement LevelEQ is a leading international provider of shareholder, pension, remediation, and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with less of an impact on the environment.EQ's vision is to be the leading global...
-
Warehouse Production Associate
4 weeks ago
Sutherland Shire, Australia People2People Full timeWe are seeking a skilled Warehouse Production Associate to join our team in Sutherland. As an Assembly Line Worker, you will be responsible for the precise refurbishment of returned or used products from a wide variety of appliances.About The Role:You will inspect products, determine the extent of wear, damage, or defects, and disassemble components using...
-
Senior Accountant
3 weeks ago
Sutherland Shire, Australia Lawson Elliott Full timeJob Summary:We are seeking a highly skilled Senior Accountant to join our team at Lawson Elliott. As a Client Manager, you will be responsible for managing a diverse client pool, providing tailored advice on accounting and taxation matters, and ensuring tax compliance.Key Responsibilities:Manage a diverse client pool of sole traders, SMEs, companies, and...
-
Real Estate Investment Consultant
2 days ago
Sutherland Shire, Australia sharonbennie Full timeOverviewEstablished in the 7th year, our national Property Investment firm is experiencing exponential growth. We provide well-priced properties to investors seeking guidance in their wealth-creation journey. Salary and BenefitsWe offer a competitive salary package of $65,000 (negotiable) with an estimated total earning potential of $240K+. Other benefits...
Wealth Management Client Associate
2 months ago
About the Role:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team is dedicated to helping clients achieve their financial goals through personalized advice and guidance.
Key Responsibilities:
- Provide exceptional client service by educating clients on Bank of America's service and banking offerings.
- Ensure timely, accurate, and complete client materials and follow up on client and Financial Advisor requests.
- Support operational excellence, protect clients, and manage risk by ensuring practices align with Bank of America's policies and procedures.
- Identify, deepen, and maintain client relationships by promoting Bank of America's offerings and communicating outputs to Financial Advisors.
- Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases, while maintaining a client-first mindset.
Requirements:
- High School Diploma / GED / Secondary School or equivalent
- Excellent communication and interpersonal skills
- Ability to work in a team environment
- Strong problem-solving and analytical skills
Work Environment:
1st shift (United States of America)
37.5 hours per week
