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Wealth Management Client Associate - Client Service Lead

Job in Manasquan, Monmouth County, New Jersey, 08736, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking a Wealth Management Client Associate to provide trusted service to Merrill clients within an in-office, collaborative environment. You will assist Financial Advisors with day-to-day requests, educate clients on the bank's wealth and banking offerings, and help execute enterprise objectives with a client-first mindset.

The role emphasizes accuracy, risk awareness, and strong communication as you coordinate across platforms and teams to deliver tailored solutions to

This posting is for the Wealth Management Client Associate
- Client Service Lead role at Bank of America, based in Manasquan, NJ, United States.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Client Associate
- Client Service Lead role in the description above.

We appreciate your interest in this position.

Join Bank of America and contribute to our ongoing work.

Position Requirements
10+ Years work experience
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