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Wealth Management Client Advisor
Job in
Charlotte, Atascosa County, Texas, 78011, USA
Listed on 2026-06-19
Listing for:
Bank of America
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Banking & Finance
Job Description & How to Apply Below
Bank of America is seeking a Client Service Support professional for its Merrill Wealth Management division located in Charlotte, Texas. The role involves providing exceptional client service and support to Financial Advisors, ensuring alignment with bank policies, and fostering strong client relationships.
Successful candidates will demonstrate a client-centric mindset, proficiency in key software tools, and an ability to thrive in a fast-paced environment. Merrill is committed to a collaborative in-office culture, enhancing career development.
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