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Wealth Management Client Advisor
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-08-25
Listing for:
Bank of America
Full Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of America Merrill Wealth Management is seeking a Client Service Associate to provide client service support to potentially multiple Financial Advisors (FAs). You will be the most frequent point of contact within Merrill to address all service needs of their clients, ensuring timely, accurate materials and proactive client advocacy.
In this role, you will deepen client relationships, coordinate with FAs, and help maintain risk controls and policy alignment while delivering an exceptional
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