Wealth Management Client Services Specialist
Job in
Deer Park, Hamilton County, Ohio, USA
Listed on 2026-07-24
Listing for:
Bank of America
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of America seeks a Client Service professional in the United States to support multiple Financial Advisors and address client service needs. You will educate clients on bank services, ensure accuracy in materials, and align practices with bank policies to protect clients and manage risk.
The role emphasizes a client-first mindset and collaboration with the FA team. Strong communication and relationship-building skills are essential as you deepen client relationships and navigate a
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