Wealth Management Client Associate – Client Services Lead
Listed on 2026-11-05
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Bank of America in Madison, WI is seeking a Client Service Associate to support Financial Advisors and provide outstanding client service. You will help educate clients on banking offerings, ensure accuracy in materials, and follow up on requests to bolster client satisfaction.
The role emphasizes collaboration, policy adherence, and risk management while enabling you to adapt to a fast-paced environment. Licenses may need to be obtained within a set timeframe if hired.
Are you ready to take on the Wealth Management Client Associate – Client Services Lead role at Bank of America?
Step into the Wealth Management Client Associate – Client Services Lead role at Bank of America in Madison, WI, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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