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Wealth Client Relations Specialist

Bank of America, Tacoma, WA, United States


A financial services leader is seeking a Client Associate in Tacoma to support Financial Advisors in managing and enhancing client relationships. This role involves tracking client interactions, assisting in onboarding, and ensuring high levels of service. Candidates should have Series 7 and 66 licenses or equivalent, strong communication skills, and a detail-oriented mindset. A high school diploma is required, and the position offers an annual salary ranging from $60,000 to $96,000 with benefits. #J-18808-Ljbffr