Wealth Management Client Associate - Client-Centric Support
Bank of America
Bank of America’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors, addressing service needs and coordinating with clients and FA teams. The role emphasizes accuracy, timely follow-ups, and risk-aware processes. The ideal candidate is customer-focused, detail-oriented, and proficient with Salesforce and Microsoft Office, able to learn new platforms quickly and work collaboratively in a fast-paced setting. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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