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Wealth Management Client Associate

Bank of America

A leading financial institution is seeking a client service support professional to assist multiple Financial Advisors in Cincinnati. Responsibilities include providing client service, maintaining client relationships, and ensuring compliance with bank policies. Candidates must hold necessary FINRA certifications and exhibit strong interpersonal skills. The role demands a client-centric mindset and experience in managing client needs effectively. This position upholds the bank's commitment to operational excellence and professional growth. #J-18808-Ljbffr

Vacancy posted 4 days ago
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