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Wealth Management Client Experience Associate

Job in San Mateo, San Mateo County, California, 94409, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Bank of America is hiring a Client Service Associate in San Mateo, CA to provide client service support to Financial Advisors. This role involves educating clients on banking services, ensuring material accuracy, and developing client relationships.

The ideal candidate will be a self-starter with a client-centric approach and strong communication skills. The position offers competitive pay and industry-leading benefits, with a focus on professional growth.

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Position Requirements
10+ Years work experience
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