Wealth Management Client Associate — Elevate Client
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-31
Listing for:
Bank of America
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service
Job Description & How to Apply Below
Bank of America, Merrill Wealth Management, is seeking a Client Service Associate to support Financial Advisors by delivering outstanding client service and coordinating day-to-day activities. You will educate clients on banking and investment services, maintain accurate materials, and help protect client relationships with a client-first mindset.
You will work in a fast-paced environment, engaging with clients and the FA team to address needs, process requests, and promote solutions while
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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