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, handling multiple client inquiries, ensuring timely and accurate materials, and promoting banking solutions integrated with wealth management. The role emphasizes a client-first mindset, licenses (SIE, Series 7, 66) or ability to obtain, strong communication, and proficiency with Word, Excel, PowerPoint, and Salesforce; hybrid/onsite CT Fairfield with 37.5 hours. #J-18808-Ljbffr Bank of America

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Vacancy posted 3 days ago

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