Client Relationship Specialist
15 hours ago
Bank of America is one of the largest businesses of its kind in the world, specializing in goals-based wealth management. Our Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through a personal relationship with their advisory team.
The Role:
This position offers an exciting opportunity to work with a leading provider of comprehensive wealth management and investment products and services. You will be responsible for providing exceptional client service, ensuring timely and accurate delivery of client materials, and identifying opportunities to deepen and maintain client relationships.
Your Key Contributions:
* Provide excellent client service through educating clients on banking offerings
* Ensure timeliness, accuracy, and completeness in client materials
* Assist in ensuring practices align with bank policies and procedures
* Identify opportunities to deepen and maintain client relationships
What We Offer:
* Competitive salary range: $50,000 - $70,000 per year
* Opportunities for professional growth and development
* Collaborative and dynamic work environment
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