Registered Wealth Management Client Associate jobs at Bank Of America in United States, Charlotte
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Charlotte
96 jobs found
28.08.2024
BOA
Bank Of America Registered Wealth Management Client Associate United States, North Carolina, Charlotte
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Assist in the research, resolution and settlement of Merrill broker-dealer complaints which may involve consultation and coordination with the Legal Department, Operations, Finance, the Line of Business Supervisors & Registered...
Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction. Attends...
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
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