Wealth Management Client Services Associate

Bank of America ATM

Bank of America is seeking a dedicated client service support individual for its Merrill Wealth Management sector in Portage, Michigan. This position involves assisting Financial Advisors by delivering exceptional service to clients and ensuring a deep understanding of investments. The candidate is expected to have a strong client-first mindset, an aptitude for continuous learning, and proficiency in various technology platforms. A background in finance, with required licenses or the ability to obtain them, is essential for success. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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