Wealth Management Client Services Specialist

Bank of America’s Merrill Wealth Management is seeking a Shared Client Service professional to support multiple Financial Advisors with short- and long-term coverage. You will drive client advocacy, ensure operational excellence, and align with FA objectives while tailoring solutions to each client’s needs.

You will act as the primary point of contact within Merrill to address service needs, managing client materials, timelines, and risk controls to protect clients and the bank’s interests.

We would love to welcome a new Wealth Management Client Services Specialist to our team in Jacksonville, FL, United States.

This role, Wealth Management Client Services Specialist at Bank of America, could be your next opportunity.

Are you ready to take on the Wealth Management Client Services Specialist role at Bank of America?

For the Wealth Management Client Services Specialist position at Bank of America, we are reviewing applications now.