Wealth Management Client Associate: Client Services Lead
Job in
Bethlehem, Northampton County, Pennsylvania, 18020, USA
Listed on 2026-07-24
Listing for:
Bank of America
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Merrill Wealth Management, part of Bank of America, seeks a client service professional to support Financial Advisors and advocate for clients. The role emphasizes delivering tailored banking and investment solutions, maintaining strong relationships, and ensuring high service standards.
Candidates should be skilled in client communications, able to navigate fast-paced environments, and committed to ongoing professional growth within a collaborative, in-office culture.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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