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Wealth Management Client Associate - Client-Centric Banker

Bank of America ATM

Bank of America - Merrill Wealth Management seeks a client service specialist to support multiple Financial Advisors. You will address service needs, educate clients on offerings, and ensure timely, accurate client materials while managing risk in a fast-paced environment. You will be expected to obtain FINRA SIE, Series 7, and Series 66 licenses if not already held. On-site in Massachusetts, with competitive hourly pay and benefits, you will contribute to client success and trust. #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
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