Wealth Management Client Associate - Elevate Client Service
Job in
Clearwater, Pinellas County, Florida, 34623, USA
Listed on 2026-09-06
Listing for:
Bank of America
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to provide front-line service to Financial Advisors and their clients. You will support enterprise strategic objectives, help with operational excellence, and advocate for clients within the FA's business while tailoring solutions to each need.
The role emphasizes accuracy, timely client materials, policy alignment, and strong communication.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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