Wealth Management Client Advisor

Bank of America

  • Boca Raton, FL
  • 5 days ago
    Want to know if you’re a fit?
    Upload your resume and let our AI show you.

    Skills

    • Banking Servicesunmatched
    • Communication Skillsunmatched
    • Computer Skillsunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Customer Trainingunmatched
    • Risk Managementunmatched
    • Wealth Managementunmatched

    Description

    Bank of America is seeking a Client Service Associate to support Merrill Wealth Management FAs in Boca Raton. You will educate clients on bank services, process requests, and help maintain risk controls while delivering a high‑quality client experience.Join a team that emphasizes client focus, collaboration, and ongoing learning. The role may involve onsite work per Workplace Excellence policy and requires proactive communication and strong computer skills.#J-18808-Ljbffr

    Numbers & Facts

    LocationBoca Raton, FL

    Similar Jobs