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Wealth Management Specialist: Client & Ops Lead
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-08-15
Listing for:
Bank of America
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America Merrill Wealth Management seeks a dedicated professional to support a team of Financial Advisors with client service, operations and relationship management. You will help deliver wealth planning, investment management and account oversight while maintaining strong client communication and timely data updates.
The role emphasizes collaboration, accuracy and adherence to regulatory requirements, including SAFE Act behavior for mortgage-related activities.
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