Wealth Management Client Associate: Client Service & Support
Job in
Frederick, Frederick County, Maryland, 21701, USA
Listed on 2026-06-27
Listing for:
Bank of America
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Bank of America is looking for a client service expert for its Merrill Wealth Management division. This key position involves providing support to multiple Financial Advisors while ensuring exceptional client satisfaction.
The ideal candidate will have strong investment product knowledge, hold necessary FINRA licenses, and demonstrate a client-centric approach in their daily responsibilities. This role emphasizes maintaining relationships and effectively addressing client needs in a dynamic environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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