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Private Wealth Management Client Service Representative
2 months ago
Our Purpose
At The Bank of America Corporation, we are driven by a common purpose to help make financial lives better through the power of every connection. Our approach to Responsible Growth guides how we run our company and how we deliver for our clients, teammates, communities, and shareholders.
Key Responsibilities
- Provide exceptional client service and support to high net worth individuals and families.
- Work closely with financial advisors and solutions advisors to deliver tailored financial solutions.
- Stay up-to-date on market trends and economic conditions to provide informed guidance to clients.
- Collaborate with internal teams to ensure seamless delivery of services and solutions.
What We Offer
As a Private Wealth Management Client Service Representative, you will have the opportunity to work with a talented team of professionals who are passionate about helping clients achieve their financial goals. You will be part of a dynamic and supportive environment that values innovation, collaboration, and continuous learning.
