Wealth Management Client Services Associate
Job in
Norwalk, Fairfield County, Connecticut, 06860, USA
Listed on 2026-08-14
Listing for:
Bank of America
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Client Associates. You will address service needs, coordinate with advisors, and advocate for clients while tailoring solutions to their financial goals.
Ideal candidates bring FINRA licenses or a plan to obtain them, a client-centric approach, and strong communication skills. The role emphasizes collaboration, compliance, and a commitment to helping clients achieve their life
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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