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Wealth Management Client Success Associate
Job in
McKinney, Collin County, Texas, 75069, USA
Listed on 2026-06-22
Listing for:
Bank of America
Full Time
position Listed on 2026-06-22
Job specializations:
-
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service -
Finance & Banking
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Bank of America is looking for a highly motivated individual to provide client service support to multiple Financial Advisors. You will play a key role in supporting operational goals while educating clients on the bank's services.
Responsibilities include ensuring accuracy in client materials, maintaining client relationships, and supporting team activities. Candidates must have a high school diploma and strong communication skills, with proficiency in Microsoft Office and Salesforce.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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