Skip to main content

Wealth Management Client Associate, Client Services

bank of americaBaltimore, MDMid L4
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.
APPLY NOW (opens in a new tab)

Matching similar jobs

Level

Mid L4

Location

Baltimore, MD

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

APPLY NOW (opens in a new tab)