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Wealth Relationship Manager: Client & Service

Job in Leesburg, Loudoun County, Virginia, 22075, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-03
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
Position: Wealth Relationship Manager: Client Growth & Service
A leading financial institution is looking for a dedicated professional to support their Financial Advisor team in managing client relationships and delivering exceptional service. This role requires strong communication skills and relevant licenses (Series 7 and 66 or equivalent). You will assist with client onboarding, monitor satisfaction, and engage in relationship-building conversations. The position aims to promote client satisfaction and service excellence in a dynamic team environment.
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