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Wealth Client Associate - Licensed & Bilingual
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-07-27
Listing for:
Bank of America
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a Client Service Associate within Merrill Wealth Management to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure accurate materials, and follow up on requests to uphold operational excellence.
Flexible, client-centric, and proactive, you will help deepen client relationships while assisting with day-to-day team needs. Licensure requirements must be met within the specified timeframe for registered roles.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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