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Investment Specialist Trainee - Licensing & Client Growth

ghr

Bank of America is seeking a customer-focused representative to handle phone-based servicing for relationship clients. You will deepen relationships by routing opportunities to sales teams and serving as an entry point into licensed financial services. You will manage products, self-directed accounts, and stay informed on chat and a broad range of products, with a strong emphasis on accuracy and compliance. #J-18808-Ljbffr ghr

Vacancy posted 4 days ago
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