Wealth Management Client Support Specialist
Job in
North Bethesda, Montgomery County, Maryland, USA
Listed on 2026-08-30
Listing for:
Bank of America
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in North Bethesda is seeking a client service professional to support Merrill Wealth Management advisors and clients. You will educate clients on bank services, ensure timely materials, and protect client interests while aligning with bank policies and risk controls.
You will deepen relationships, cover team needs, and prioritize a client-first approach in a fast-paced environment, with strong emphasis on results and professional growth.
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