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Wealth Management Client Associate — Client Solutions & Growth
Job in
San Mateo, San Mateo County, California, 94409, USA
Listed on 2026-08-27
Listing for:
Bank of America
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America is seeking a client service professional to support Merrill Wealth Management advisors in delivering comprehensive wealth solutions. You will educate clients on bank offerings and ensure timely, accurate materials while maintaining strong risk controls.
The role emphasizes a client-first mindset, collaboration with financial advisors, and the ability to adapt to evolving responsibilities in a fast-paced environment. Local on-site work in San Mateo, CA is expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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