Associate Wealth Banking Specialist - Boston, MA

Only for registered members Boston, MA, United States

2 weeks ago

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Job summary

We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Responsibilities

  • Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
  • Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client

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