Wealth Management Client Concierge
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Bank of America in Reston, VA seeks a Client Service Associate to support Merrill Wealth Management Financial Advisors, acting as the primary contact for clients and helping tailor banking and investment solutions.
The role demands accuracy, policy compliance, and team collaboration with FAs. Ideal candidates are detail-oriented, customer-focused, and proficient with MS Office and Salesforce. On-site, full-time with benefits and growth opportunities.
For the Wealth Management Client Concierge position at Bank of America, we are reviewing applications now.
Step into the Wealth Management Client Concierge role at Bank of America in Reston, OR, 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.
All applications are reviewed carefully by our team.
The position is based in Reston, OR, United States.
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