at Bank of America Merrill Lynch
Bulge Bracket Investment BanksPosted 24 days ago
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The Registered Wealth Management Client Associate provides high-quality support to financial advisors and clients in a private wealth management environment. You will assist with client onboarding, account opening, and processing transactions, while delivering proactive service and ensuring regulatory compliance. The role involves scheduling meetings, preparing client materials, and helping to grow and maintain client relationships.
- Compensation
- Not specified USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
