Wealth Management Client Success Associate
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Banking & Finance, Financial Advisor / Consultant, Financial Sales
Bank of America’s Merrill Wealth Management unit seeks a client services professional to support Financial Advisors and act as the main point of contact for client service needs. You will help deliver tailored banking solutions while upholding risk controls and policy adherence.
The role emphasizes client-centric service, collaboration with advisors, and the ability to adapt to a fast-paced financial environment. On-site work is required in the Washington metro area, with standard banking hours.
We are currently recruiting a Wealth Management Client Success Associate for our team in North Bethesda, MD, United States.
Step into the Wealth Management Client Success Associate role at Bank of America in North Bethesda, MD, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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