Wealth Management Client Associate - Client-Centric
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in Summit, NJ. You will educate clients on bank offerings, ensure timely materials, and help develop customized wealth strategies while maintaining a client-first mindset.
The role emphasizes collaboration, risk awareness, and on-site engagement with the wealth management team, offering growth opportunities and comprehensive benefits.
We are seeking a motivated Wealth Management Client Associate
- Client-Centric Support to join Bank of America in Summit, NJ, United States.
For the Wealth Management Client Associate
- Client-Centric Support position at Bank of America, we are reviewing applications now.
Step into the Wealth Management Client Associate
- Client-Centric Support role at Bank of America in Summit, NJ, United States and grow with us.
Please review the full job details above before applying.
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