Wealth Management Client Associate: Client Services
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and serve as the primary point of contact for clients. You will help deliver tailored wealth management guidance, coordinate requests, and ensure accurate, timely service.
You will collaborate with advisors to deepen client relationships, advocate for client interests, and uphold risk controls in a fast-paced, in-office setting.
We are currently recruiting a Wealth Management Client Associate:
Client Services for our team in Yardley, Bucks County, United States.
The Wealth Management Client Associate:
Client Services role at Bank of America is now open for applications in Yardley, Bucks County, United States.
Join us at Bank of America as our next Wealth Management Client Associate:
Client Services in Yardley, Bucks County, United States.
This is an excellent opportunity to take on the Wealth Management Client Associate:
Client Services role at Bank of America.
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).