Wealth Management Client Associate: Advisor Support
Listed on 2026-09-30
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Finance & Banking
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Customer Service/HelpDesk
Bank of America, Summit, NJ, is seeking a Client Service Associate to support Merrill Wealth Management advisors and their clients. You will educate clients on services, assist with client requests, and help maintain risk controls and compliance.
The role requires FINRA SIE, Series 7 and Series 66 (63/65 accepted). Strong communication, data management, and proficiency with MS Office and Salesforce are preferred. 37.5 hours/week; benefits eligible.
The Wealth Management Client Associate:
Advisor Support role at Bank of America is now open for applications in UT, United States.
Step into the Wealth Management Client Associate:
Advisor Support role at Bank of America in UT, United States and grow with us.
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