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Wealth Management Client Associate: Client Services Lead
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-09-07
Listing for:
Bank of America
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management seeks a client service professional to support Financial Advisors, delivering education on offerings and ensuring timely, accurate client materials. You will build relationships, manage inquiries, and help protect clients by aligning practices with policies while supporting enterprise objectives.
Internal candidates may work onsite with flexible arrangements. Role requires licenses (SIE, Series 7, Series 66) or ability to obtain; strong communication,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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