Wealth Management Client Associate: Client Services Pro
Bank of America ATM
Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors, delivering personalized banking solutions and maintaining strong client relationships. The role emphasizes timely, accurate client materials and proactive service within an in-office setting in New Jersey, including Manasquan offices. Required licenses (SIE, Series 7, Series 66) or equivalent, a client-centric mindset, and proficiency with Word/Excel/PowerPoint/Salesforce enable success. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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