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Wealth Management Client Associate - Client Services
Job in
Wellesley, Norfolk County, Massachusetts, 02482, USA
Listed on 2026-06-15
Listing for:
Bank of America
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Banking & Finance
Job Description & How to Apply Below
Bank of America in Wellesley is seeking a dedicated professional to provide client service support for Financial Advisors (FAs). You will educate clients on banking offerings and ensure timely execution of requests, embodying a client-first approach. The ideal candidate should hold relevant FINRA licenses and have a strong work ethic.
This role emphasizes collaboration and career development within Merrill's team environment, supporting diverse perspectives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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