Wealth Management Client Associate Client Services
bank of americaVienna, GA
Wealth Management Client Associate Client Services
bank of americaVienna, GAMid L4
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsCustomer Service Representatives
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit Intermediation
APPLY NOW (opens in a new tab)Bank of America's Merrill Wealth Management team seeks a client service professional to support Financial Advisors and their clients, delivering timely, accurate materials and consistent service. You will help deepen client relationships, promote banking solutions, and ensure adherence to policies while covering team needs during busy periods. The role emphasizes a client-first mindset, strong communication, and the ability to learn new technology platforms in a fast-paced environment.
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Level
Mid L4
Location
Vienna, GA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday