Wealth Management Client Associate, Client Services
bank of americaBaltimore, MD
Wealth Management Client Associate, Client Services
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsNew Accounts Clerks
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment Activities
Bank of America's Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors, addressing service needs and tailoring solutions to client requirements. You will educate clients on offerings, maintain timely materials, and help manage risk in a fast-paced environment. The role emphasizes relationship building, adherence to policies, strong communications, and hands-on support for day-to-day team activities with a client-first mindset.
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Level
Mid L4
Location
Baltimore, MD
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago