Remote Wealth Management Client Associate - Advisor Support
Bank of America
Westfield, NJ
- Remote job
Bank of America Merrill Wealth Management in the United States is seeking a client service professional to assist Financial Advisors by addressing client needs and coordinating materials. Responsibilities include educating clients on banking offerings, ensuring timely, accurate client materials, and supporting day‑to‑day team needs with a client‑first mindset. Ideal candidate will have SIE, Series 7, and 66, strong communication, and ability to learn new platforms; role offers benefits and #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
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