Client Support Specialist, Wealth - Birmingham

Job summary · Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham AL. We are looking for a full-time Wealth Client Support Specialist who will play a vital role in supporting our current & future clients. · This role will l ...

We are looking for an Associate Wealth Banking Specialist to manage and service affluent client relationships in lending credit deposit products services review analyze financial goals changing needs present recommendations within defined parameters best fit clients needs develop ...

WealthWithoutWallStreetislookingforanexperiencedAccounting&PayrolLOperationsSpecialisttoserveasthefinancialoperationsbackboneofagrowing,multi-entityorganization. · Thisroleownsaccountingexecution,payroll,commissionreporting,andinvestorpaymentswithastrongemphasisonaccuracy,timelin ...

We are seeking experienced Financial Advisors who value the credibility of a respected brand, embrace a flexible operating model, leverage innovative tools and understand how strategic teaming accelerates growth and enhances client outcomes. · ...

This Client Relations Specialist will have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. · Submitting allocation changes that advisors have determined. · Assisting with penalty-free wit ...

We are hiring financial advisors who want to accelerate their career. Our office provides resources & versatility to accommodate seasoned and new professionals.The Piedmont Group advisors focus on all aspects of wealth management & holistic financial planning. · ...

Wealth Without Wall Street is an innovative online community dedicated to teaching business owners and families how to achieve financial independence by understanding how money truly works. · ...

We are seeking experienced Financial Advisors who value the credibility of a respected brand, · embrace a flexible operating model, leverage innovative tools and understand how strategic teaming accelerates growth and enhances client outcomes. · ...

We are seeking an experienced Temenos Transact (T24) Data Migration Specialist to lead and execute end to end migration activities across Holdings, TEP, and TDH data domains. · Bachelor's degree in Computer Science, Information Systems, Engineering, or equivalent experience. · 5+ ...

+Job summary · Seeking an experienced Temenos Transact (T24) Data Migration Specialist to lead and execute end-to-end migration activities across Holdings, TEP, and TDH data domains. · +ResponsibilitiesPartner with Business/Operations SMEs to elicit and refine data migration requ ...

We are seeking an experienced Temenos Transact (T24) Data Migration Specialist to lead and execute end-to-end migration activities across Holdings, TEP, and TDH data domains. · We need someone who can work independently with Business/Operations teams to translate requirements int ...

This Client Relations Specialist will be expected to build relationships with prospects and clients and help prepare the advisor for client reviews. · Build relationships with prospects and clients. · ...

This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. · Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest f ...

+Job summary · The Finance and Leasing Specialist role at Waverly Advisors involves negotiating favorable terms for major purchases, providing financial analysis, negotiation expertise, and relationship management to deliver exceptional value to high-net-worth clients.++• Bachelo ...

If you want to have a positive impact on underserved small businesses in your market and enjoy building relationships, · then a role as a Business Banking Consultant Senior is for you. · ...

We are seeking an experienced and results-driven Senior Collections Manager to lead a team of collections professionals.The ideal candidate will have a strong background in collections, with focus on first-party collections for unsubmitted local tax returns across various tax typ ...

We are looking to add an experienced Payroll and Benefits Specialist to our Birmingham, AL office. In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. · The ideal candidate will have discretion with sensitive ...

A Temenos Transact Data Migration Specialist is required with long-term contract project experience. The ideal candidate can work independently with Business/Operations teams, translate requirements into robust data mapping and migration designs, and drive iterative test migratio ...

We are seeking an experienced Temenos Transact (T24) Data Migration Specialist to lead and execute end-to-end migration activities across Holdings, TEP, and TDH data domains. · Hands-on Temenos Transact (T24) data migration experience, · Solid SQL skills and comfort analyzing lar ...

We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. · ...