Wealth Management Client Associate - Client Services
Bank of America Financial Center
Bank of America’s Merrill Wealth Management group seeks a client service professional to support Financial Advisors, serve high-value clients, and advance enterprise goals. You will be the primary Merrill contact addressing service needs for advisor clients, ensuring accuracy, compliance, and timely response. The role requires FINRA licenses (SIE, Series 7, Series 66), strong client-focus, adaptability, and solid knowledge of investment products, with familiarity in MS Office and Salesforce. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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