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Wealth Management Client Associate - Elevate Client Service

Job in Clearwater, Pinellas County, Florida, 34623, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
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.

Step into the Wealth Management Client Associate
- Elevate Client Service role at Bank of America in Clearwater, FL, United States and grow with us.

We invite applications for the Wealth Management Client Associate
- Elevate Client Service position located in Clearwater, FL, United States.

The following role is for a Wealth Management Client Associate
- Elevate Client Service with Bank of America.

Our organisation is growing, and we are hiring a Wealth Management Client Associate
- Elevate Client Service in Clearwater, FL, United States.

Position Requirements
10+ Years work experience
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