Wealth Management Client Concierge
Job in
Paramus, Bergen County, New Jersey, 07653, USA
Listed on 2026-07-14
Listing for:
Bank of America
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of America Merrill Wealth Management seeks a client service support associate to back multiple Financial Advisors, ensuring high-quality client experiences and accurate, timely materials. You will educate clients on bank services and assist in handling requests with precision and care.
Key duties include aligning with policies to protect clients and manage risk, deepening client relationships, and supporting day-to-day team needs with a client-first mindset.
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