Investment Specialist Trainee - Build Client Relationships
Bank of America
Bank of America is seeking a client‑focused service professional to provide phone‑based support to relationship accounts. You will identify client needs, refer opportunities to specialists, and serve as the initial point of contact for a broad range of financial services. This role emphasizes building long‑term client relationships, achieving high service standards, and preparing for FINRA licensing exams (SIE) and Series 7/66, with in‑office attendance requirements and role‑specific flexibility. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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