Wealth Management Client Associate: Client-Focused

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client needs and enterprise objectives. You will ensure accurate service materials, manage inquiries, and help protect clients by adhering to bank policies while delivering a high-touch experience.

Responsibilities include educating clients on banking offerings, upgrading client relationships, and supporting day-to-day team activities with a client-first mindset; licensing

For the Wealth Management Client Associate:
Client-Focused Support position at Bank of America, we are reviewing applications now.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Hartford, CT, United States.

This opportunity is part of our work in Finance, Sales.