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Wealth Management Client Specialist

Bank of America

Bank of America’s Merrill Wealth Management is seeking a client services professional to educate clients on the bank’s offerings and maintain accurate client materials. You will deepen relationships, support Financial Advisors, and ensure compliance with policies to mitigate risk. The role emphasizes a client-first mindset with strong communication skills, proficiency in common software tools, and the ability to adapt to a fast-paced environment. #J-18808-Ljbffr Bank of America

Vacancy posted 3 days ago
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