Wealth Relationship Manager, Client Experience Lead
Bank of America ATM
Bank of America is looking for a dedicated professional to support the Financial Advisor team in Winter Park, Florida. This role focuses on enhancing client relationships and managing non-administrative client requests while implementing the team's client service model. Your responsibilities will include tracking client actions, monitoring satisfaction, and executing onboarding processes. Strong communication skills and the ability to handle client escalations are essential. Candidates must hold Series 7, 63, and 65 licenses or equivalents. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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