Wealth Management Client Concierge
Bank of America
Bank of America Corporation's Merrill Wealth Management in Charlotte seeks a Registered Client Associate to provide client service support to Financial Advisors, handling inquiries, document accuracy, and risk-conscious processes.
The McDade Group collaborates with families to simplify wealth. Requires SIE, Series 7, and Series 66 (63/65 accepted); a high school diploma; strong computer skills including Salesforce, Word, Excel, and PowerPoint; and a client-first mindset.
#J-18808-LjbffrVacancy posted 5 days ago
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