Wealth Management Client Associate
Bank of America•Vero Beach, FL
472d
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About The Position
The Wealth Management Client Associate role at Merrill Wealth Management involves providing exceptional client service support to multiple Financial Advisors (FAs). This position is integral to the operational success of the advisory team, focusing on client advocacy and customizing solutions to meet client needs. The role emphasizes building and maintaining strong client relationships while ensuring compliance with bank policies and operational excellence.
