Wealth Management Client Associate - Client Services Lead
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored wealth solutions. You will coordinate client requests, ensure timely materials, and help manage risk and compliance across service activities.
The role emphasizes a client-centric mindset, strong communication, and proficiency with common MS Office tools and Salesforce.
We are seeking a motivated Wealth Management Client Associate
- Client Services Lead to join Bank of America in Kansas City, MO, United States.
Consider building your career as a Wealth Management Client Associate
- Client Services Lead at Bank of America.
The Wealth Management Client Associate
- Client Services Lead position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Management Client Associate
- Client Services Lead in Kansas City, MO, United States within Finance, Sales.
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