Bank of America
Client Service Associate
Chandler · Full-time · Posted Oct 7, 2026
- Experience
- Minimum of one year in client servicing operations or the banking/financial industry.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides shared client service support to Financial Advisors, serving as a frequent point of contact for clients and addressing service needs while supporting operational excellence and client advocacy.
What you'll do
- Educate clients on the bank’s services and offerings, and respond to client and Financial Advisor requests.
- Prepare client materials accurately and on time, and support alignment with bank policies and risk management.
- Maintain client relationships, communicate relevant outcomes to Financial Advisors, and help cover team needs.
What they ask for
- At least one year of experience in client servicing operations or the banking/financial industry.
- Proficiency in Microsoft Word and Excel.
Nice to have
- Bilingual in Spanish, Portuguese, or Mandarin.
- Bachelor’s Degree in a related field; knowledge of investment and banking products, policies, and procedures.
Tools
Microsoft Word, Excel
Model-written summary · the original posting is authoritative