Wealth Management Specialist - Npd jobs at Bank Of America in United States, San Francisco
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Company (1)
Job type
Job categories
Job title (1)
United States
State
San Francisco
39 jobs found
20.11.2024
BOA
Bank Of America Private Wealth Client Associate United States, California, San Francisco
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...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Bachelor's degree, or equivalent work experience. Eight or more years of experience interacting with High and Ultra High Net Worth clients. Requires established network with strong relationship management, networking, and...
Provides excellent Client Service to the bank's clients through educating them on all of our service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and supports the...
Review reporting to understand where clients are in KYC process and provide regular updates to banking team. Each team member will monitor and understand the risks and business impacts of...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
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...
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