Wealth Management Client Associate Impact
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Merrill Wealth Management, a Bank of America division, is seeking a Client Service Associate to support Financial Advisors in delivering personalized banking and investment solutions. You will educate clients on services, ensure accurate materials, and help deepen relationships while maintaining compliance and client advocacy.
The role emphasizes a client-first mindset, adaptability to a fast-paced environment, and collaboration with the advisory team to meet enterprise objectives and risk
Step into the Wealth Management Client Associate – Growth & Impact role at Bank of America in Newport Beach, CA, United States and grow with us.
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This posting is for the Wealth Management Client Associate – Growth & Impact role at Bank of America, based in Newport Beach, CA, United States.
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