Wealth Management Client Associate — Client-Centric
Listed on 2026-09-22
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Finance & Banking
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Customer Service/HelpDesk
Bank of America's Merrill Wealth Management in Washington, DC is seeking a client service professional to support multiple Financial Advisors. You will be the primary point of contact, tailoring solutions and ensuring timely, accurate service for clients and FAs.
The role emphasizes client advocacy, relationship building, and collaboration in a fast-paced environment. Strong Excel/Salesforce skills and a commitment to ongoing learning are valued.
The Wealth Management Client Associate — Client-Centric Support role at Bank of America is now open for applications in WA, United States.
Are you ready to take on the Wealth Management Client Associate — Client-Centric Support role at Bank of America?
We would love to welcome a new Wealth Management Client Associate — Client-Centric Support to our group in WA, United States.
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