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Wealth Management Client Associate Client Impact

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Bank of America
Full Time position
Listed on 2026-08-24
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 42000 - 60000 USD Yearly USD 42000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Client Associate - Growth & Client Impact

Bank of America Merrill Wealth Management is seeking a Client Service/Associate to educate clients on services, ensure timely materials, and support Financial Advisors. This on-site role emphasizes client-centric service and risk-conscious action.

You will work in a collaborative office culture, interact with clients, and maintain strong communication with the advisory team. Prior experience with MS Office and Salesforce is beneficial.

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Position Requirements
10+ Years work experience
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