Wealth Management Client Relations Lead

Bank of America

Bank of America’s Merrill Wealth Management division is seeking an associate to support Financial Advisors and grow client relationships through tailored service and strategy discussions. You will handle client inquiries, coordinate meetings, and help manage the client service model to drive growth. The role requires Series 7/63/65/66 or equivalent, SAFE Act registration, and ADV-2B preferred. Strong communication and organizational skills are essential for success in a collaborative, #J-18808-Ljbffr Bank of America

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Vacancy posted 4 days ago

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