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Wealth Management Client Associate - Client Services & Growth
Job in
New Orleans, Jefferson Parish, Louisiana, 70123, USA
Listed on 2026-07-10
Listing for:
Bank of America
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Merrill Wealth Management in New Orleans seeks a client service support professional to assist multiple Financial Advisors and enhance client experience. You will educate clients, ensure timely materials, and help manage risk while promoting bank offerings.
The role requires a client-centric mindset, strong communication, and the ability to adapt to evolving needs in a fast-paced environment. This position supports the wealth management team in day-to-day operations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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