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Wealth Management Client Specialist
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-02
Listing for:
Bank of America
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Bank of America is seeking a motivated individual to provide client service support to Financial Advisors in Walnut Creek, CA. The role requires a client-centric mindset and proficiency in various computer applications. Responsibilities include ensuring timely delivery of materials, educating clients on services, and fostering strong client relationships.
A High School Diploma or equivalent is required, along with strong communication skills and the ability to adapt in a fast-paced environment. The position offers competitive pay based on experience.
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