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Bank Customer Service

Wealth Management Client Success Associate

Job in Bristol, Sullivan County, Tennessee, 37621, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a motivated Client Service Associate to provide client support to multiple Financial Advisors. Responsibilities include ensuring accuracy in client interactions, educating clients on banking services, and deepening client relationships. Ideal candidates should demonstrate a client-centric mindset, willingness to learn new technologies, and possess a High School Diploma. A commitment to client service excellence and operational alignment is essential.

This role offers an in-office culture with flexibility for team needs.
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Position Requirements
10+ Years work experience
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