Bank of America's Merrill Wealth Management team seeks a client service skilled to support Financial Advisors in delivering tailored wealth management services. You will act as a primary contact for clients, educating them on banking offerings and coordinating with advisors to meet client needs.
You will help maintain client materials, ensure compliance with policies, and strengthen client relationships in a fast-paced, collaborative office environment.
📌 Wealth Management Client Services Lead (Canada)
🏢 Bank of America
📍 Canada
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