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Wealth Management Client Associate

Bank of America ATM

A leading financial institution located in Dallas is seeking a motivated Client Associate to provide exemplary client service in a dynamic environment. Candidates must possess the appropriate FINRA licenses or obtain them after hiring. The role emphasizes building and maintaining client relationships while supporting both client needs and team activities. Applicants should be equipped with a strong client-centric mindset and demonstrate proficiency in various office software, including Salesforce and Microsoft Office tools. This position offers a structured work schedule focused on client engagement. #J-18808-Ljbffr

Vacancy posted 12 hours ago
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