Wealth Management Client Concierge
Listed on 2026-10-07
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Merrill Wealth Management, part of Bank of America, is seeking a client service professional to support multiple Financial Advisors and their clients, delivering proactive service, customized banking solutions, and a high-touch client experience.
You will help educate clients on services, follow policies, and strengthen relationships while thriving in a fast-paced, collaborative in‑office environment that values growth and integrity.
This posting is for the Wealth Management Client Concierge role at Bank of America, based in Dallas, TX, United States.
Take a moment to read everything above and see whether this role is right for you.
We are looking to fill the Wealth Management Client Concierge position at Bank of America in Dallas, TX, United States.
The Wealth Management Client Concierge role at Bank of America is now open for applications in Dallas, TX, United States.
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