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Wealth Management Client Associate — Client Solutions
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-06-26
Listing for:
Bank of America
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Bank of America in Winter Park, Florida is seeking a dedicated client service support specialist to enhance the experience for Financial Advisors and their clients. The ideal candidate will possess a robust understanding of investment products and demonstrate outstanding client service skills.
Responsibilities include providing timely support, educating clients about bank services, and maintaining strong client relationships. A high school diploma and relevant licenses are required, along with proficiency in Microsoft Office and Salesforce.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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