Wealth Management Client Associate jobs at Bank Of America in United States, Santa Barbara
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Santa Barbara
17 jobs found
20.11.2024
BOA
Bank Of America Client Service Representative Part-time United States, New Mexico, Santa Fe
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
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...
Either SIE, Series 7 and 66 registrations or SIE, Series 7, 63, and 65. SAFE ACT Registration. Individuals in this role are required to maintain a Form ADV -2B, which...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Active...
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...
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...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investmentsRequired Qualifications:....
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