Bank of America
Wealth Management Specialist
San Antonio · Full-time · Posted Oct 13, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Supports Financial Advisors by providing client service and operations assistance, resolving complex issues, documenting client interactions, and tracking follow-up actions.
What you'll do
- Resolve client issues and analyze data to address risk issues and trends; escalate and resolve complex inquiries and problems.
- Document client interactions, provide timely updates, and record meeting notes and follow-up activities in Salesforce.
- Support and train team members as needed.
Tools
Salesforce
Model-written summary · the original posting is authoritative