Wealth Management Client Associate - Client Services
Bank of America
Merrill Wealth Management, a leading division of Bank of America, is seeking a client service professional to support multiple Financial Advisors. You will help address client needs, educate clients on banking and investment services, and ensure accurate, timely materials. Required qualifications include FINRA SIE, Series 7, and Series 66 (63/65 accepted), strong investment product knowledge, a client-centric mindset, and comfort with technology platforms. #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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