Wealth Management Client Services Associate

Bank of America Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials. You will educate clients on bank offerings, process requests, and help deepen relationships while maintaining data integrity and adherence to policy. 37.5 hours weekly, on-site in Newport Beach. #J-18808-Ljbffr