Wealth Management Client Associate - Client-Centric Banker
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Banking & Finance
Bank of America
- Merrill Wealth Management seeks a client service specialist to support multiple Financial Advisors. You will address service needs, educate clients on offerings, and ensure timely, accurate client materials while managing risk in a fast-paced environment.
You will be expected to obtain FINRA SIE, Series 7, and Series 66 licenses if not already held. On-site in Massachusetts, with competitive hourly pay and benefits, you will contribute to client success and trust.
Step into the Wealth Management Client Associate
- Client-Centric Banker role at Bank of America in Wellesley, MA, United States and grow with us.
We are currently recruiting a Wealth Management Client Associate
- Client-Centric Banker for our team in Wellesley, MA, United States.
This is a strong opening to take on the Wealth Management Client Associate
- Client-Centric Banker role at Bank of America.
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