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Wealth Management Client Associate — Client Services Pro
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-09-04
Listing for:
Bank of America
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors by delivering excellent client service across advisory teams in Kansas. Responsibilities include addressing client needs, ensuring timely and accurate materials, and maintaining strong relationships while upholding bank policies and risk controls.
A strong client-centric mindset and adaptability to fintech platforms are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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