Wealth Management Client Associate: Service & Solutions
bank of americaAlexandria, VA
Wealth Management Client Associate: Service & Solutions
bank of americaAlexandria, VA
5 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsNew Accounts ClerksIndustries
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit IntermediationAbout the role
Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management. The role emphasizes client-centric service, relationship growth, and collaboration with the FA team in a fast-paced environment. Hours are 37.5 weekly with first-shift scheduling and benefits eligibility.
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JOB OVERVIEW
Experience level
Junior
Location
Alexandria, VA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
5 days ago
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