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Financial Services Financial Advisor

Wealth Management Client Services Associate

Remote / Online - Candidates ideally in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: Bank of America
Remote/Work from Home position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a dedicated individual for client service support within their Wealth Management division. This role emphasizes educating clients about banking services and requirements such as FINRA licenses. The ideal candidate possesses strong customer service skills, adaptability, and a client-centric mindset. The position offers flexibility for remote work, but may require on-site attendance as necessary. Competitive pay and benefits are available, including the potential for performance-based awards.
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Position Requirements
10+ Years work experience
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