Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to deliver client service support to Financial Advisors and their clients in an in-office setting. You will collaborate with advisors to educate clients on bank offerings and ensure accurate, timely service responses.
The role emphasizes a client-centric approach, robust compliance with policies, and teamwork to cover peak times while supporting enterprise objectives.
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📌 Wealth Management Client Associate: Client Solutions Pro (Raleigh)
🏢 Bank of America
📍 Raleigh
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