Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors with client-centric service and tailored solutions. The role emphasizes education of clients on banking offerings, timely materials, and risk-aware practices within the FA's guidance.
You will be the main contact for client service needs, helping deepen relationships and coordinate with the advisory team while ensuring compliance with policies and procedures, in an in-office setting.
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Wealth Management Client Associate: Advisor Support in Greenwich employer: ghr
At Bank of America, we pride ourselves on being an exceptional employer, offering a vibrant work culture in the heart of Manchester. Our commitment to employee growth is evident through our inclusive environment that fosters collaboration and innovation, alongside competitive benefits that support your overall well-being. Join us to build a rewarding career where your contributions truly matter and make a difference in the financial lives of our clients and communities.
