Job opportunity
Wealth Management Client Services Lead
Bank of America
Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors in delivering tailored wealth management services. You will act as a primary contact for clients, educating them on banking offerings and coordinating with advisors to meet client needs.
You will help maintain client materials, ensure compliance with policies, and strengthen client relationships in a fast-paced, collaborative office environment.
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Apply on source site You will help maintain client materials, ensure compliance with policies, and strengthen client relationships in a fast-paced, collaborative office environment.
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