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Wealth Management Client Associate - Client Services; In-Office
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-03-11
Listing for:
Bank of America
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Leawood is seeking a Client Service Support professional to provide exceptional client service to Financial Advisors. You will educate clients on banking services, ensure timeliness and accuracy in client materials, and deepen client relationships through effective communication. Ideal candidates will possess relevant FINRA licenses and exhibit strong client focus, detail orientation, and proficiency with Microsoft applications.
This role requires commitment to operational excellence and promoting banking services amidst a collaborative environment.
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Position Requirements
10+ Years
work experience
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