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Wealth Management Client Associate - Elite Client Services
Job in
Bridgewater, Plymouth County, Massachusetts, 02324, USA
Listed on 2026-07-13
Listing for:
Bank of America
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client service professional to support Financial Advisors and their clients in Massachusetts. The role focuses on education about bank services, delivering timely, accurate client materials, and maintaining strong compliant processes.
Ideal candidates are self‑driven, with a client‑first mindset, and capable of adapting to new technology platforms and a fast‑paced environment. Strong communication skills and teamwork are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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