More jobs:
Private Wealth Client Associate - Service & Solutions
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management segment seeks an client-service focused professional to support Financial Advisors, ensuring excellent service and timely handling of client materials. The role emphasizes relationship growth, adherence to policies, and effective cross‑selling of bank offerings.
Ideal candidates bring FINRA SIE and Series 7/66, plus a client-centric mindset, initiative, and the ability to operate in a fast-paced environment while maintaining high standards of accuracy
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×