at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 10 days ago
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** Registered Private Wealth Client Associate **: Support high-net-worth clients, driving client satisfaction and loyalty. Key responsibilities include managing client relationships, executing trades, and monitoring portfolios. Required skills: Strong communication, relationship-building, and technical proficiency in wealth management software (e.g., Albridge, PortfolioCenter). Must have a Series 7 license and 3-5 years of relevant experience in private wealth management. Efficient team player with attention to detail and expertise in Microsoft Office Suite.
- Compensation
- Not specified USD
- City
- Houston
- Country
- United States
Currency: $ (USD)
