Wealth Management Client Associate — Client Service
Job in
Augusta, Richmond County, Georgia, 30910, USA
Listed on 2026-08-07
Listing for:
Bank of America
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors, delivering excellent client service and coordinating banking and investment solutions. You will help address client needs, ensure timely materials, and uphold risk controls while maintaining strong client relationships.
This role requires FINRA SIE, Series 7, and 66 (63/65 accepted) and a client-centric mindset.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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