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Wealth Management Client Associate: Client Service & Advisory
Job in
Everett, Snohomish County, Washington, 98213, USA
Listed on 2026-07-24
Listing for:
Bank of America
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Bank of America in Washington State seeks a Client Services Specialist to support Financial Advisors, delivering premier service and helping educate clients on banking and investment offerings.
You will ensure timely, accurate client materials, manage requests, strengthen client relationships, and operate with a client‑first mindset while aligning with bank policies and risk controls.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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