Wealth Management Client Associate - Client Services & Advisory
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Paramus, NJ. You will support Financial Advisors by delivering exceptional client service, addressing inquiries, and coordinating with product partners to tailor solutions for clients' goals.
The role emphasizes: building client relationships, maintaining accurate materials, and staying compliant with bank policies. A strong service mindset and proficiency with MS Office and Salesforce are preferred.
We would love to welcome a new Wealth Management Client Associate
- Client Services & Advisory to our organisation in Paramus, NJ, United States.
Join us at Bank of America Corporation as our next Wealth Management Client Associate
- Client Services & Advisory in Paramus, NJ, United States.
We are currently recruiting a Wealth Management Client Associate
- Client Services & Advisory for our team in Paramus, NJ, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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