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Wealth Management Client Associate: Client Services Lead
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-02
Listing for:
Bank of America
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a client service professional for Merrill Wealth Management to support Financial Advisors and client advocates. The role focuses on delivering outstanding service, educating clients on banking and investment offerings, and coordinating with advisors to meet client needs.
Responsibilities include maintaining client materials, safeguarding processes, and contributing to a seamless client experience in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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