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Wealth Management Client Services Associate
Job in
Portage, Kalamazoo County, Michigan, 49002, USA
Listed on 2026-06-29
Listing for:
Bank of America
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a dedicated client service support individual for its Merrill Wealth Management sector in Portage, Michigan. This position involves assisting Financial Advisors by delivering exceptional service to clients and ensuring a deep understanding of investments.
The candidate is expected to have a strong client-first mindset, an aptitude for continuous learning, and proficiency in various technology platforms. A background in finance, with required licenses or the ability to obtain them, is essential for success.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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