Wealth Management Client Concierge
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-08-06
Listing for:
Bank of America
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of America Merrill Wealth Management seeks a client service support professional to back multiple Financial Advisors. You will be the primary contact for client needs, help meet enterprise objectives, and ensure accurate client materials while promoting the bank’s offerings.
Ideal candidates will bring a proactive, client-centric approach, strong communication skills, and willingness to learn new platforms and processes in a fast-paced environment.
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