Wealth Management Client Associate - Client Services Lead
Bank of America
Bank of America in Madison, WI is seeking a Client Service Associate to support Financial Advisors and provide outstanding client service. You will help educate clients on banking offerings, ensure accuracy in materials, and follow up on requests to bolster client satisfaction. The role emphasizes collaboration, policy adherence, and risk management while enabling you to adapt to a fast-paced environment. Licenses may need to be obtained within a set timeframe if hired. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
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