Wealth Management Client Associate - Client Services Lead
Bank of America
Bank of America Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors with client onboarding, requests, and service delivery. The role emphasizes a client-first mindset and collaboration within an in-office culture. The position involves educating clients about banking and investment offerings, maintaining risk controls, and coordinating with FA teams to deliver tailored solutions while adapting to changing needs. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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