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Wealth Management Client Associate (FP)

GraduateNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

Wealth Management Client Associate is an entry-level role supporting financial advisors in providing wealth management services. The role involves client service, administrative support, and learning the firm's wealth planning and investment processes. The successful candidate will assist with client onboarding, data gathering, and coordinating incoming inquiries, helping to ensure a high-quality experience for clients. Ideal for recent graduates pursuing a career in wealth management.

Compensation
Not specified USD

Currency: $ (USD)

City
Towson
Country
United States

Full Job Description

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Wealth Management Client Associate (FP)

Compensation

Not specified USD

City: Towson

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

Wealth Management Client Associate is an entry-level role supporting financial advisors in providing wealth management services. The role involves client service, administrative support, and learning the firm's wealth planning and investment processes. The successful candidate will assist with client onboarding, data gathering, and coordinating incoming inquiries, helping to ensure a high-quality experience for clients. Ideal for recent graduates pursuing a career in wealth management.

Full Job Description

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.