Wealth Management Client Advisor

Bank of America

Boca Raton, FL

JOB DETAILS
SKILLS
Banking Services, Communication Skills, Computer Skills, Customer Experience, Customer Relations, Customer Support/Service, Customer Training, Risk Management, Wealth Management
LOCATION
Boca Raton, FL
POSTED
1 day ago

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

About the Company

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Bank of America