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Wealth Management Client Experience Associate

Job in Rancho Santa Fe, San Diego County, California, 92067, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-12
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Rancho Santa Fe

Merrill Wealth Management, a premier unit of Bank of America, seeks a Client Services Associate to support Financial Advisors and deliver tailored banking and investment solutions with a client-first mindset. The role emphasizes collaboration, operational excellence, and proactive client advocacy, while ensuring accuracy, risk controls, and effective communication with clients and the FA.

This in-office position offers growth opportunities and exposure to enterprise strategy, with a focus on

Consider building your career as a Wealth Management Client Experience Associate at Bank of America.

The following role is for a Wealth Management Client Experience Associate with Bank of America.

Our group is growing, and we are hiring a Wealth Management Client Experience Associate in Rancho Santa Fe, CA, United States.

This role is for the Wealth Management Client Experience Associate role at Bank of America.

Position Requirements
10+ Years work experience
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