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Wealth Management Client Services Specialist
Job in
Gilbert, Maricopa County, Arizona, 85233, USA
Listed on 2026-07-30
Listing for:
Bank of America
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Banking & Finance, Wealth Management
Job Description & How to Apply Below
Bank of America Merrill Wealth Management seeks a client-service professional to support a team of Financial Advisors, focusing on client advocacy, operational excellence, and improving the overall client experience.
Responsibilities include educating clients on banking services, maintaining timely and accurate client materials, aligning with bank policies to manage risk, and expanding client relationships while promoting bank offerings.
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