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Wealth Management Client Associate - Client Services Pro

Job in Beverly, Essex County, Massachusetts, 01915, USA
Listing for: Bank of America
Full Time position
Listed on 2025-12-23
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial institution is seeking a Client Service Associate to provide support for Financial Advisors and enhance client relationships. The role requires strong client management skills, excellent communication, and adherence to operational policies. Candidates should have a high school diploma and relevant experience in account management. This position is based in Beverly, MA, with a 1st shift schedule of 37.5 hours per week.
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Position Requirements
10+ Years work experience
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