Wealth Management Client Associate: Client-Focused & FINRA-Ready
Bank of America ATM
Bank of America’s Merrill Wealth Management unit is seeking a Client Services Associate to support Financial Advisors and clients. You will help with client materials, service requests, and risk controls, acting as the primary contact for clients within the FA’s team.
You’ll work onsite in Nashville, collaborate across departments, and leverage MS Office and Salesforce to deliver accurate, timely service while upholding the bank’s policies and client-first approach.
#J-18808-LjbffrVacancy posted 2 days ago
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