More jobs:
Wealth Relationship Manager, Client Lead
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-06-01
Listing for:
Bank of America
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Bank of America is looking for a dedicated professional to support the Financial Advisor team in Winter Park, Florida. This role focuses on enhancing client relationships and managing non-administrative client requests while implementing the team's client service model.
Your responsibilities will include tracking client actions, monitoring satisfaction, and executing onboarding processes. Strong communication skills and the ability to handle client escalations are essential. Candidates must hold Series 7, 63, and 65 licenses or equivalents.
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