Wealth Management Client Solutions Associate
Job in
Swansea, St. Clair County, Illinois, USA
Listed on 2026-07-21
Listing for:
Bank of America
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Swansea, IL to provide support to Financial Advisors and clients. You will help deliver service excellence, coordinate materials, and ensure compliance with policies while advocating for the client.
The role emphasizes a client-centric mindset, strong communication, and proficiency with Word, Excel, PowerPoint, and Salesforce, with opportunities for growth in a fast-paced, in-office environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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