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Wealth Management Client Associate - Client Services

Listing for: Bank of America
Full Time position Listed on 2026-11-08
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance, Financial Sales
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR

Job Description & How to Apply Below

Merrill Wealth Management at Bank of America is seeking a Client Service Associate to support multiple Financial Advisors and deliver proactive client service. You will be the primary contact for client inquiries and will coordinate investment and banking solutions to meet client needs.

This in-office role emphasizes collaboration, career development, and a client-first mindset. You will help ensure end-to-end service quality while maintaining strong relationships and accurate client materials.

For the Wealth Management Client Associate
- Client Services position at Bank of America, we are reviewing applications now.

We appreciate your interest in this position.

Join Bank of America and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Wealth Management Client Associate
- Client Services role at Bank of America, based in NJ, United States.

Position Requirements

10+ Years work experience
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