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Wealth Management Client Associate - Client

Job in Bethlehem, Northampton County, Pennsylvania, 18020, USA
Listing for: Bank of America
Full Time position
Listed on 2026-09-08
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 52000 - 68000 USD Yearly USD 52000.00 68000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Client Associate - Client Growth

Bank of America Merrill Wealth Management seeks a Client Associate to deliver premier client service and coordinate client materials for Financial Advisors. You will educate clients on bank offerings, ensure accuracy, and help manage risk by aligning with bank policies.

The role supports team needs and fosters a client-first mindset across daily activities. Ideal candidates are highly motivated self-starters who prioritize client-centric service, adapt to new technology, and maintain strong

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Position Requirements
10+ Years work experience
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