Wealth Management Client Services Specialist
Listed on 2026-10-06
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Finance & Banking
Banking & Finance, Financial Sales, Wealth Management, Financial Advisor / Consultant
Bank of America’s Merrill Wealth Management division seeks a dedicated Client Services Associate to support Financial Advisors, deliver exceptional client service, and advocate for client needs across complex accounts.
You will coordinate with advisors, prepare client materials, ensure accuracy and timeliness, deepen relationships, and uphold compliance and risk standards in a fast-paced, in-office environment.
The Wealth Management Client Services Specialist position in the Finance, Sales field is open for applications.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Portage, MI, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 42.000 - 60.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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