Wealth Management Client Services Associate

Bank of America ATM

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Client Associates. You will address service needs, coordinate with advisors, and advocate for clients while tailoring solutions to their financial goals. Ideal candidates bring FINRA licenses or a plan to obtain them, a client-centric approach, and strong communication skills. The role emphasizes collaboration, compliance, and a commitment to helping clients achieve their life #J-18808-Ljbffr

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Vacancy posted 4 days ago

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