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Wealth Management Client Support Associate

Job in Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors and manage client inquiries. You will serve as the primary contact for service needs, educate clients on bank services, and help maintain accurate client materials.

The role emphasizes risk awareness, collaboration with the FA team, and a client-first approach in a fast-paced environment. Onsite with standard hours.

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Position Requirements
10+ Years work experience
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