Wealth Management Client Concierge
Listed on 2026-10-11
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Finance & Banking
Banking & Finance, Wealth Management
Bank of America in Fort Lee, NJ, is seeking a client services professional to support Financial Advisors with handling client requests, education on bank offerings, and ensuring accurate materials and follow-ups. The role emphasizes a client-centric approach and adherence to policies while maintaining risk controls.
The position requires a motivated self-starter with strong communication, technical adaptability, and proficiency in Word, Excel, PowerPoint, and Salesforce.
We are seeking a motivated Wealth Management Client Concierge to join Bank of America in Fort Lee, NJ, United States.
This position is for the Wealth Management Client Concierge role at Bank of America.
Consider building your career as a Wealth Management Client Concierge at Bank of America.
The Wealth Management Client Concierge position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Management Client Concierge in Fort Lee, NJ, United States within Finance, Sales.
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