Wealth Management Client Associate Client Solutions & Growth

Bank of America is seeking a client service professional to support Merrill Wealth Management advisors in delivering comprehensive wealth solutions. You will educate clients on bank offerings and ensure timely, accurate materials while maintaining strong risk controls. The role emphasizes a client-first mindset, collaboration with financial advisors, and the ability to adapt to evolving responsibilities in a fast-paced environment. Local on-site work in San Mateo, CA is expected.