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Wealth Management Client Associate - Client-Centric Support

Bank of America ATM

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors by delivering outstanding client service, educating clients on offerings, and maintaining accurate client materials. The role emphasizes risk-aware practices, proactive relationship building, and timely support for team objectives. The position requires FINRA SIE, Series 7, and Series 66 (or 63/65) licensing, a client-centric mindset, and strong communication skills to operate #J-18808-Ljbffr Bank of America

Vacancy posted 6 days ago
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