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Wealth Management Client Associate - Client-Centric
Job in
Bixby, Tulsa County, Oklahoma, 74008, USA
Listed on 2026-07-10
Listing for:
Bank of America
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Merrill Wealth Management in the United States is seeking a client service support professional to assist multiple Financial Advisors by providing superior service, coordinating client needs, and aligning banking products with advisory guidance.
This role emphasizes in-office collaboration, risk-conscious practices, and ongoing professional development as you help strengthen client relationships and expand the bank's advisory capabilities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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